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Microsoft

Manage budgeting

Microsoft via Microsoft Learn

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Overview

  • 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.

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

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