Dynamics 365 Finance Budget Planning | Scenarios, Processes, Allocations & Excel
Learn Budget Planning in Microsoft Dynamics 365 Finance, including budget plan scenarios, organizational hierarchies, planning processes, allocations, General Ledger actuals, layouts, and Excel integration.
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Sneak peek inside!
Course Length: 00 Hours 28 Minutes 02 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides practical training on Budget Planning in Microsoft Dynamics 365 Finance. You’ll learn how budget plans, scenarios, organizational hierarchies, planning processes, allocations, General Ledger actuals, layouts, and Excel integration work together to support structured budget preparation, analysis, review, and approval.
What You Will Learn
- Understand Budget Planning in Microsoft Dynamics 365 Finance
- Understand organizational hierarchies used for budget planning
- Work with budget plans and budget plan scenarios
- Understand budget plan columns and layouts
- Create and work with budget planning processes
- Use General Ledger actuals as a basis for budget planning
- Use allocations to adjust budget plan data
- Work with Budget Planning and Microsoft Excel
- Support structured budget preparation, review, and approval
- Improve financial planning through controlled budget planning processes
Course Overview
This module includes hands-on demonstrations of:
- Working with Budget Planning in Microsoft Dynamics 365 Finance
- Reviewing organizational hierarchy and budget planning configuration
- Working with budget plans and scenarios
- Working with budget plan columns and layouts
- Creating and using budget planning processes
- Using General Ledger actuals during budget preparation
- Working with allocations and budget plan adjustments
- Working with budget planning data in Microsoft Excel
Outcome
By the end of this course, you’ll understand how Budget Planning in Microsoft Dynamics 365 Finance supports structured financial planning and how to work with budget plans, scenarios, organizational hierarchies, planning processes, allocations, General Ledger actuals, layouts, and Microsoft Excel.
