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Budget Planning Resources

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Posted on by 72camaross

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Hey,

I'm trying to implement Budget Planning in D365 Finance and Operations (d365fo), and I can't seem to find any good resources that show you how to configure it. They explain each piece of the budget planning configuration and budget plan processing, but not enough for me to comprehend how it's supposed to all work together.

Does anyone have any good resources in order to learn the ins and outs of budget planning?

TIA!

Cheers

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Dynamics 365 Finance

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CA Neeraj Kumar 3,742 on at

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Budget Planning Resources

Hi @ssullivan20190,

This is standard MS link: Intelligent Budget Proposal in Dynamics 365 Finance - Training | Microsoft Learn.

It doesn't talk about budget planning, but we can understand one thing from here, using the financial insights, it generates the budget proposals, that converts to Budget register entries. similarly to Budget planning module, where we set mutliple scenarios to reach to a particular budget amount and then convert to Budget register entries.

Little more information we can get from these articles as well:

Learn about the Budget Proposal D365 Finance Insights Capability

Budget proposals - Finance | Dynamics 365 | Microsoft Learn

Troubleshoot Finance insights setup issues - Dynamics 365 Finance | Microsoft Learn

Regards,

Neeraj Kumar

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72camaross 310 on at

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Budget Planning Resources

Hey,

I'm still working through a lot of the links, but they are proving helpful.

MSDyn365FO: Deep dive into Budget planning. Columns and Layouts – AX tutorials: tips and tricks

That is a great one if you want to follow it through and see everything work and have a step by step.

Some of the YouTube ones were good, but they miss some key configurations you need, so you get stuck if you're following along. Again, I'm still early stages at trying to figure it all out and haven't gotten to position forecasting or project forecasting yet.

Thanks again to everyone who is responding and helping out!

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ssullivan20190 80 on at

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Budget Planning Resources

@CA Neeraj Kumar I am also looking for similar to the original poster - can you provide any information on how the links shared below re budget planning interact with the intelligent budget proposal module under Finance Insights?

Finding it hard to find resources that bring it all together in one place..

Thank you

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CA Neeraj Kumar 3,742 on at

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Budget Planning Resources

Hi @72camaross,

Did you get the chance to go through the links, please let us know if any further assistance required?

Regards, NK

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72camaross 310 on at

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Budget Planning Resources

Thanks everyone. I will try each link and report back with any helpful info I can find!

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CA Neeraj Kumar 3,742 on at

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Budget Planning Resources

Hi @Sagar,

The shared link is for Budget control process, the ask is Budget planning process.

Regards,

Neeraj

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Sagar121 684 on at

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Budget Planning Resources

Check out this one.

https://youtu.be/xRzusArzcB4

1 people found this reply helpful.

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Syed Haris Shah 693 on at

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Budget Planning Resources

Hi,

The blog link shared by @CA Neeraj should be very helpful. However, when I first learned budget planning in DAX R3, I found the following YouTube videos by Berat Menlikli extremely useful in understanding and implementing the process. Here are the links:

https://youtu.be/wKFYhYYWClo?si=bHCr67BnCkdNo-T0

https://youtu.be/zLOccUmVDTk?si=TUKUKGn7TqR3KyyY

https://youtu.be/39sgEY5SguI?si=abwcJCKRB8LMhoti

If you find this answer helpful, please consider verifying the answer. 👍

Regards,

Syed Haris Shah

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CA Neeraj Kumar 3,742 on at

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Budget Planning Resources

Further adding up,

Even Microsoft learn documents are well-explained for budget planning with detailed examples, screenshots etc:

https://learn.microsoft.com/en-us/dynamics365/finance/budgeting/budget-plan

https://learn.microsoft.com/en-us/dynamics365/finance/budgeting/budget-planning-data-allocation

Position Forecasting:

https://learn.microsoft.com/en-us/dynamics365/finance/budgeting/position-forecasting

While reading these, it is always useful to see the setups done in Standard environment.

Regards,

Neeraj Kumar

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CA Neeraj Kumar 3,742 on at

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Hi @72camaross,

Please go through these links:

https://gfeaxblog.wordpress.com/2018/01/06/d365-budgeting-cookbook-part-3-of-3-budget-planning/

https://namithhosmanesblog.com/2017/10/20/basics-of-budget-planning-in-dynamics-365-for-finance-and-operations/

https://namithhosmanesblog.com/2017/11/12/advanced-budget-planning-in-dynamics-365-for-finance-and-operations/

https://learn.microsoft.com/en-us/dynamics365/finance/budgeting/budget-planning-overview-configuration

Also, recommend you to go through the setups/configurations done in the Contoso USMF legal entity.

I had used these links to understand the in-depth of Budget planning.

Regards,

Neeraj Kumar

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