Configure and use budgeting in Dynamics 365 Finance
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Configure and use budgeting in Dynamics 365 Finance

Learn how to make your budget process more efficient.

Microsoft Learn
Updated Jun 25, 2024

What you'll learn

  • Budgeting configuration
  • Planning for basic budgeting and budget control
  • Budgeting methodologies
  • Basic budgeting overview
  • Configure basic budgeting
  • Use workspaces and inquiry pages to track budget vs. actuals
  • Budget control overview
  • Configure budget control
  • Configure budget control (cont.)
  • Create and manage budget register entries
  • Use inquires and reports for budget analysis
  • Exercise - Create a budget register entry
Course Description

Every organization, whether it is private or public, sets financial and operational goals by creating budgets. With the collaborative and process-driven nature of budget planning, you can make your budget process more efficient.