Configure and use budget planning in Dynamics 365 Finance

Functional Consultant
Business User
Dynamics 365

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

Learning objectives

In this module, you learn how to:

  • Configure budget planning components.


  • A basic understanding of finance and accounting processes
  • The ability to use Dynamics 365 Finance for basic processing
  • A basic understanding of budgeting