Budget plan narrative

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts - Apr 30, 2021

Business value

Sometimes it's necessary to include a description or a revenue summary in a budget plan. The budget plan narrative feature helps you add information to budget documents that helps budget managers, accountants, bankers, and other stakeholders understand the reasoning and data that a budget plan is based on.

Feature details

This feature will enable budget planners to document considerations that went into creating the budget plan using a rich text HTML editor. Planners can create new content in the control, which includes the ability change fonts, format text, and check spelling. They also can add content that was formatted in another editor, such as Word. The information entered here will be available for use in a budget plan narrative report.

See also

Budget plan narrative (docs)