Set up and use basic budgeting Dynamics 365 Finance
Note
You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.
Basic budgeting in Dynamics 365 Finance is the process of creating, managing, and monitoring budgets. It involves defining budget parameters, setting up budget models, creating budget register entries, and analyzing budget versus actual performance.
Learning objectives
This module explains the following concepts:
- Set up basic budgeting components.
- Use inquiries and reports.
- Review basic budgeting.
- Create and manage budget register entries.
- Implement a budget register workflow.
Prerequisites
- Basic understanding of finance and accounting processes
- Knowledge of Dynamics 365 Finance
- Knowledge of how to use Dynamics 365 Finance for processing
- General understanding of budgeting