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MBIT Training Ltd

Budgeting in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (81203)

This course reviews the general concepts related to budgeting principles, budget setup, budget planning, and budget control in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition.
SKU: 81203
GTIN: 81203
Manufacturer: Microsoft
£250.00 (GBP)

This course reviews the general concepts related to budgeting principles, budget setup, budget planning, and budget control in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition.

This course helps prepare you for exam MB6-895.

This course helps prepare you for assessment Financial Management in Microsoft Dynamics 365 for Finance and Operations.

Learning Objectives

  • Review Fixed Asset Budgeting
  • Review Budgeting concepts
  • Demonstration Basic Budgeting setup
  • Add Amounts to a budget
  • Complete Budget Transfers
  • Use Excel to update budgets
  • Transfer budgets to and from the General Ledger
  • Review inquiries and reports
  • Review integrated budgeting
  • Review the setup of organization hierarchies
  • Set up stages, scenarios and user security
  • Create budget plan columns and layouts
  • Set up workflow for budget approval
  • Use advanced rules for budgeting
  • Process budget approvals
  • Create and Manage Budget Plans
  • Use Excel to update Budget Plans
  • Review planning required to utilize budget control
  • Describe budget control components
  • Set up Permissions and Budget Funds Available
  • Create Rules and Select Main Accounts for budget control
  • Define Message Levels
  • Activate Budget Control
  • Utilize Budget Control for a transaction

Prerequisites

  • General knowledge of Microsoft Windows
  • Have a basic understanding of finance and accounting processes
  • Completed the Introduction to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition courses
  • The ability to use Microsoft Dynamics 365 for Finance and Operations for basic processing
  • General knowledge of basic navigation within Microsoft Dynamics 365 for Finance and Operations
  • Have a basic understanding of budgeting