Intelligent budget proposal

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users by admins, makers, or analysts Jul 2021 -

Business value

Organizations spend a large amount of time and resources in preparing their budgets, much of which is repetitive low-value-added effort. Additional work is needed to prepare line-by-line budgets for each department. Intelligent budget proposal makes it easy to gather historical data from actuals or budgets to use for budgeting within Dynamics 365 Finance. The feature uses that data to generate a new budget that can be further refined by staff who possess knowledge and insights that might not be present in historical data.

Feature details

The intelligent budget proposal feature lets you create a draft budget automatically, but with a high degree of confidence from the use of historical data.