Set up and use basic budgeting Dynamics 365 Finance

Functional Consultant
Business User
Dynamics 365


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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.


  • 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