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Home » GYDE365-Design Content Chapter: Budgeting and Forecasting

GYDE365-Design Content Chapter: Budgeting and Forecasting

About Budgeting and Forecasting

Budget and forecasting processes both long-term strategic planning and annual budget planning, both supported through a budget plan document. Budget plan documents are tightly integrated with Microsoft Excel. This chapter includes all configuration and planning details required.

Budgeting and Forecasting 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
  • Basic Budgeting and Forecasting
  • Budget Planning
  • Budget Control
  • Parameters
  • Reporting
Budget Planning
  • What-if scenario planning
  • Budget cycles
  • Workflow
Budget Control
  • Budget fund control
  • General ledger integration
  • Parameters settings for all budgeting
Reporting and Business Documents
  • Defining the reporting requirements and output business documents
Budgeting and Forecasting appears in the below Survey Templates