Q:

A company implements Dynamics 365 Finance.

The accounting team wants to display the trial balance.

You need to configure the trial balance settings.

What should you do?

This item tests the candidate’s knowledge of setting trial balance options. The Selection option enables features in trial balance data in multiple combinations and is an important feature of the general ledger module.

A dimension set is an ordered list of financial dimensions that can be used to summarize the general ledger data in a user-defined way. A primary use of dimension sets is to define a trial balance. Account structures use the main account and financial dimensions to create a set of rules that determine the order and values used when entering the account number. The account structures are assigned to a company’s ledger setup. Account structures cannot be selected to calculate the trial balance. You can use financial dimensions to create account segments for a chart of accounts. A dimension cannot be selected to calculate trial balance. A chart of accounts is the base for creating the trial balance, but it cannot be selected while calculating trial balance.

Configure and use the general ledger in Dynamics 365 Finance - Training | Microsoft Learn

Financial dimensions - Finance | Dynamics 365 | Microsoft Learn

Configure account structures - Finance | Dynamics 365 | Microsoft Learn

Financial dimension sets - Finance | Dynamics 365 | Microsoft Learn