Dynamics 365 Finance Budget Planning | Configuration, Workflows & Excel
Learn to configure and use Budget Planning in Microsoft Dynamics 365 Finance, including budget planning processes, scenarios, workflows, organizational hierarchies, allocations, and Excel integration.
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Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 23 Minutes 08 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 planning supports organizational budgeting processes and how budget plans, scenarios, stages, workflows, organizational hierarchies, allocations, and Excel integration work together to support budget preparation, review, approval, and financial planning.
What You Will Learn
- Understand Budget Planning in Microsoft Dynamics 365 Finance
- Understand budget planning processes and organizational hierarchies
- Work with budget plans and budget plan scenarios
- Understand budget planning stages and workflows
- Configure and use budget planning processes
- Use actual financial data as a basis for budget planning
- Understand budget allocations and adjustments
- Work with budget planning data and Microsoft Excel
- Support budget preparation, review, and approval processes
Course Overview
This module includes hands-on demonstrations of:
- Reviewing Budget Planning functionality in Microsoft Dynamics 365 Finance
- Working with budget planning configuration and organizational hierarchies
- Creating and working with budget plans and scenarios
- Understanding stages, workflows, and budget planning processes
- Using financial actuals to support budget preparation
- Working with allocations and budget adjustments
- Using Microsoft Excel with budget planning data
- Supporting budget review and approval throughout the planning cycle
Outcome
By the end of this course, you’ll understand how to configure and use Budget Planning in Microsoft Dynamics 365 Finance, work with budget plans and scenarios, support workflow-driven review and approval, use financial data and allocations during planning, and work with budget information through Microsoft Excel.
