Dynamics 365 Finance Budget Management & Budget Control

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• Title: Course xxxx

Course Length: 00 Hours 12 Minutes 27 Seconds
The paid version of this course contains videos on the following topics: 

Overview

This course provides practical training on Budget Management and Budget Control in Microsoft Dynamics 365 Finance. You’ll learn how budgeting functionality helps organizations establish approved budgets, monitor available funds, control spending, evaluate budget availability, and manage financial resources throughout the budget cycle.

What You Will Learn

• Understand Budget Management and Budget Control in Microsoft Dynamics 365 Finance
• Understand budget register entries and approved budget amounts
• Understand budget cycles and available budget funds
• Configure and evaluate budget control
• Use financial dimensions and main accounts with budget control
• Understand budget control thresholds and spending controls
• Understand budget checks for source documents and journals
• Review budget availability and budget-to-actual information
• Support budget revisions and transfers throughout the budget cycle

Course Overview

This module includes hands-on demonstrations of:

• Working with Budget Management in Microsoft Dynamics 365 Finance
• Reviewing budget register entries and budget balances
• Working with Budget Control configuration
• Evaluating available budget funds and budget thresholds
• Using financial dimensions and main accounts for budget control
• Reviewing budget checks during financial processing
• Reviewing budget availability, revisions, transfers, and budget-to-actual information

Outcome

By the end of this course, you’ll understand how Budget Management and Budget Control work in Microsoft Dynamics 365 Finance and how to use budget register entries, available funds, financial dimensions, thresholds, and budget controls to monitor spending and support more disciplined financial management.