Multi-Entity, Multi-Currency, Multi-Portfolio: Best Practices for Implementing Investment & Portfolio Management in Dynamics 365
Managing investments across multiple entities, currencies, and portfolios is one of the most complex financial operations in modern enterprises. Without a unified system, finance teams often struggle with disconnected ledgers, inconsistent data, and manual consolidation, which delays decision-making.
https://medium.com/@dynamicnet....soft/multi-entity-mu