About Budgeting
Budgeting is a central financial module that enables a business to create and manage all aspects in relation to a budget planning strategy.
Budgeting Sections
Survey sections are found within each chapter and segment the chapter into manageable topics. This enables end users to review the topics prior to taking the survey to gauge an understanding of the types of question content that will follow. This ensures the correct business user is assigned to answer questions.
Questions are found within each section to ask end users business specific questions to enable the build of a functional Dynamics 365 system. Questions can be assigned to specific users to answer. GYDE365 provides questions within the template as standard, however partners can also build their own questions.
Basic Budgeting and Forecasting
- Define budget requirements
- Budget codes
- Import and export budgetary data
- Budget allocation
Budgetary Control
- Budget spend controls
- Budget cycles
- Budget models
- Budget calculations
Budget Planning
- Defining budget plans
Parameters and General Setup
- Budget setting
- General setup