Budget Proposal Finance Insights issue

Question

I am trying to create a budget proposal using the finance insights add in in Finance D365. I have created 4 years of budgets that have clean and consistent data- about 73 budget entries per budget. When I run the model it fails every time. Additionally, if I leave D365/have to reload my browser for some reason the initialization automatically fails. My concern is that it does not give details about the error, therefore I can't see where to improve. Is there supposed to be somewhere I can click to view the model/errors? I'm lost because it should have enough data to work.

Answer 1

Hi Camille,

For your concern, since this is a problem related to Dynamics 365, for you to receive the best possible and appropriate guidance, I recommend posting your scenario in the Dynamics Community Forum Thread. This forum is dedicated to Dynamics 365 and is actively monitored by experienced users, Microsoft partners, and engineers who can provide detailed guidance and share best practices.    

Apologies for redirecting you to a different community as I'm forum moderator, my primary role is to guide users toward the appropriate resources and support channels and the category you initially posted in primarily focuses on Microsoft 365-related topics, therefore I may not have the depth of expertise needed for your questions.    

Thank you for your patience and understanding. I hope your concern will get sorted out soon.

Wishing you a fantastic day ahead.

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