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Configure and use budgeting in Dynamics 365 Finance

Offered By: Microsoft via Microsoft Learn

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Microsoft Dynamics Courses Budgeting Courses Financial Analysis Courses Financial Management Courses

Course Description

Overview

  • Module 1: Every organization, whether it is private or public, sets financial and operational goals by creating budgets. When the budget is established, management monitors the activities within the budget framework. This module provides information about how to configure and use basic budgeting and budget control in Dynamics 365 Finance.

    • In this module, you will learn how to:

    • Configure basic budgeting components.
    • Configure budget control components.
    • Use inquires and reports.
    • Create and manage budget register entries.
  • Module 2: This module provides information about how to configure and use budget planning processes.

    • In this module, you will learn how to:

    • Configure budget planning components

Syllabus

  • Module 1: Configure and use basic budgeting and budget control in Dynamics 365 Finance
    • Introduction
    • 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 - Configure basic budgeting components
    • Exercise - Configure budget control components
    • Exercise - Create a budget register entry
    • Check your knowledge
    • Summary
  • Module 2: Configure and use budget planning in Dynamics 365 Finance
    • Introduction
    • Configure budget planning components
    • Exercise - Configure budget planning, create, and use a planning process
    • Check your knowledge
    • Summary

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