Configure and use budgeting in Dynamics 365 Finance

Intermediate
Functional Consultant
Business User
Dynamics 365
Finance

Every organization, whether it is private or public, sets financial and operational goals by creating budgets. With the collaborative and process-driven nature of budget planning, you can make your budget process more efficient.

Prerequisites

  • Basic understanding of finance and accounting processes.
  • The ability to use Finance for basic processing.
  • General understanding of purchase order and sales order invoicing.

Modules in this learning path

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, seeĀ Dynamics 365 Licensing Update.

Every organization, whether it is private or public, sets financial and operational goals by creating budgets. When the budget is established, management monitors the activities within the budget framework. This module provides information about how to configure and use basic budgeting and budget control in Dynamics 365 for Finance and Operations.

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, seeĀ Dynamics 365 Licensing Update.

With the collaborative and process-driven nature of the budget planning functionality of Dynamics 365 Finance, you can make your budget process more efficient and include more people in the process, all while reducing the number of files being sent by email and reducing manual entry. Budget planning is a tool that brings improvements over your existing Microsoft Excel-based budgeting solution.