- Module 1: Discover the key components of basic budgeting in Dynamics 365 Finance, and how to implement a budget register workflow.
This module explains the following concepts:
- Set up basic budgeting components.
- Use inquiries and reports.
- Review basic budgeting.
- Create and manage budget register entries.
- Implement a budget register workflow.
- Module 2: Learn to set up and use budget control.
This module explains the following concepts:
- Review budget control.
- Set up budget control parameters.
- Define budget control rules.
- Define budget groups.
- Activate budget control.
- Module 3: Learn how to configure budget planning components to improve your budget process in Dynamics 365 Finance.
In this module, you learn how to:
- Configure budget planning components.
Overview
Syllabus
- Module 1: Module 1: Set up and use basic budgeting Dynamics 365 Finance
- Introduction
- Plan for basic budgeting and budget control
- Budget methodologies
- Basic budgeting overview
- Set up basic budgeting
- Create and manage budget register entries
- Exercise - Create a budget register entry
- Implement a budget register workflow
- Use workspace and inquiry pages to track budget vs. actuals
- Use inquiries and reports for budget analysis
- Exercise - Set up basic budgeting components
- Check your knowledge
- Summary
- Module 2: Module 2: Set up and use budget control in Dynamics 365 Finance
- Introduction
- Budget control overview and concepts
- Set up budget control parameters
- Budget funds available
- Budget source documents
- Budget groups
- Activate budget control
- Exercise – Set up budget control components
- Check your knowledge
- Summary
- Module 3: Module 3: 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
Tags
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