Create a Forecast Budget in Dynamics 365 for Finance

Posted on: June 15, 2020 | By: Christopher Rusing | Microsoft Dynamics AX/365

The budgeting module in D365 has essentially three levels of complexity that you can setup while configuring your system. We have basic budgeting, budget planning and budget control. Budget planning involves how budgets are created and approved within D365. Budget control limits transactions within the system based on predefined rules. In basic budgeting, you will setup budget codes and budget models to allow you to upload a budget to D365....