Configure and use budgeting in Dynamics 365 Finance

Configure and use budgeting in Dynamics 365 Finance
at
Microsoft
Overview

Skills you will learn

What are the course deliverables?

More about this course

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
This learning path helps prepare you for Exam MB-310: Microsoft Dynamics 365 Finance Functional Consultant
This course provides information about how to configure and use basic budgeting and budget control in Dynamics 365 Finance

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

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

Eligibility criteria Up Arrow Icon

Basic understanding of finance and accounting processes.The ability to use Finance for basic processing.General understanding of purchase order and sales order invoicing.

Conditional Offer Up Arrow Icon