Set up and use basic budgeting Dynamics 365 Finance

Module
13 Units

Intermediate

Functional Consultant

Business User

Dynamics 365

Finance

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.

Prerequisites

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

Introduction min
Plan for basic budgeting and budget control min
Budget methodologies min
Basic budgeting overview min
Set up basic budgeting min
Create and manage budget register entries min
Exercise - Create a budget register entry min
Implement a budget register workflow min
Use workspace and inquiry pages to track budget vs. actuals min
Use inquiries and reports for budget analysis min
Exercise - Set up basic budgeting components min
Check your knowledge min
Summary min