Set up and use budget control in Dynamics 365 Finance

Functional Consultant
Business User
Dynamics 365


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Every organization, whether it’s private or public, sets financial and operational goals by creating budgets. When the organization establishes its budget, management monitors the activities within the budget framework. This module provides information about how to set up and use basic budgeting and budget control in Dynamics 365 Finance.

Learning objectives

This module explains the following concepts:

  • Review budget control.
  • Set up budget control parameters.
  • Define budget control rules.
  • Define budget groups.
  • Activate budget control.


  • Knowledge of Dynamics 365 Finance
  • Basic understanding of finance and accounting processes
  • General understanding of budgeting
  • Basic budgeting is set up