Dynamics 365 Finance Budget Management & Budget Control | Funds, Rules & Spending Controls
Learn Budget Management and Budget Control in Microsoft Dynamics 365 Finance, including budget register entries, available funds, financial dimensions, thresholds, source documents, budget checks, revisions, transfers, and spending controls.
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Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 36 Minutes 53 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 organizations establish and maintain budgets, monitor available funds, configure spending controls, evaluate financial transactions against approved budgets, and manage financial resources throughout the budget cycle.
What You Will Learn
- Understand Budget Management and Budget Control in Microsoft Dynamics 365 Finance
- Work with budget register entries and approved budget amounts
- Understand budget cycles and available budget funds
- Configure and use Budget Control
- Use main accounts and financial dimensions with Budget Control
- Understand Budget Control rules, thresholds, and spending controls
- Evaluate source documents and journals against available budgets
- Understand budget checks and override permissions
- Work with budget revisions and transfers
- Review budget availability and budget-to-actual information
- Support stronger financial governance and organizational spending controls
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
- Using main accounts and financial dimensions for Budget Control
- Working with Budget Control rules and thresholds
- Evaluating source documents and journals against available budgets
- Reviewing budget 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, rules, thresholds, financial dimensions, source documents, budget checks, revisions, transfers, and spending controls to support disciplined financial management.
