Click Edit in the Hierarchy designer, and create a hierarchy by clicking Insert.ġ.6. In the Organizational Hierarchies form, click View. Repeat the step above for the Security organizational purpose. Select the Budget planning purpsose, click Add, and assign the newly created organizational hierarchy.ġ.4. Type the name for the organizational hierarchy in the Name box and click Assign purpose.ġ.3.

Navigate to Organization hierarchies (Organization administration > Organizations > Organization hierarchies) and click the New button.ġ.2. Julia uses the following Excel template to prepare the budget:Įxercise 1: Configuration Task 1: Create organizational hierarchyĪs all the budgeting process happens in the Finance department, therefore Julia needs to create a very simple organizational hierarchy – consisting of Finance department only.ġ.1. Once done Julia makes necessary adjustments for the budget plan and finalizes budget preparation.īudget planning configuration schema for the scenario looks as follows:

Based on the previous year actuals, Julia creates estimates for 12 months in the upcoming year.

Julia uses previous year actuals amounts as a starting point to create the budget.

As FY2016 approaches, Julia needs to work on setting up the company’s budget for the upcoming year. Julia works as a finance manager in Contoso Entertainment Systems in Germany (DEMF). If clicking “Sign in” in the Excel App doesn’t appear to do anything then you should clear the IE cookie cache. When you click “Sign in” in the Excel App, an IE popup window will open and when signing in you MUST check the “Keep me signed in” check box. If you sign in to the application using a browser other than IE, then you’ll be prompted to sign in within the Excel App. This creates a persistent cookie that the Excel App currently needs. When signing in, you MUST check the “Keep me signed in” checkbox. Do not use In Private browser mode for this lab - sign out from any other account in the browser if needed and sign in with administrator credentials.

Editing budget plan document data in Excelįor this tutorial, you’ll need to access the Microsoft Dynamics 365 Finance environment with Contoso demo data, and be provisioned as an administrator on the instance.

Using allocations to adjust budget plan document data.

Creating budget plan document by pulling in actuals from General ledger.

Creating and activating budget planning process.

Defining budget plan scenarios, budget plan columns, layouts and Excel templates.

Creating organizational hierarchy for budget planning and configuring user security.

This lab will focus specifically on the following business processes or tasks: The intent of this lab is to illustrate a quick configuration example of budget planning module and showcase how budget planning can be accomplished using this configuration. The objective of this lab is to provide a guided view of Microsoft Dynamics 365 Finance functionality updates in Budget planning area.

Budget plan templates