GYDE365-Design : Basic Budgeting Summary

FINANCE: BASIC BUDGETING

Dynamics 365 Finance empowers business users to control finances and manage funds with accurate information, at any time, for financial planning and forecasting and staying up-to-date with analytics. Basic Budgeting is a central financial module that enables a business to create and manage all aspects in relation to a core financial budgeting against the General Ledger.

Basic Budgeting Overview

Budgeting is central to an organisations financial management and Dynamics 365 provides integrated budgeting functionality that enables the creation, maintenance and control of a businesses budgeting process. An approved budget for a legal entity can be configured and maintained in detail containing financial information, dates and amounts of any approved budgets. This can be integrated with basic financial reports and inquiries where ledger actual amounts can be displayed with clarity against budget amounts for comparisons.

Basic Budgeting Sections

The GYDE365 survey takes you through a series of questions to assist with the configuration and design of your Dynamics 365 solution. The basic budgeting survey is split into the following sections;

Basic Budgeting and Forecasting
Budgetary Control
Budget Planning
Parameters and General Setup
Default Value

GYDE365-DESIGN: SURVEY NAVIGATION

Review the information below to understand how the GYDE365-Design application is structured. This will allow users to navigate and complete the application content with ease and maximise the value of the Solution Design Output.

GYDE365-Design Survey

GYDE365-Design is built to empower users with an easy to navigate survey structure that identifies key requirements to influence a gold standard Dynamics 365 implementation.

The application is built using a hierarchical structure whereby each template consists of chapters, sections and questions. Prior to answering the questions, investing the time to review the help content available is invaluable to gaining the most out of the application.

Question Structure

The questions present within each section are displayed systematically. Answers to a question may trigger additional questions to appear in the survey. This provides a unique structure based upon the requirements of the end user.

Questions adopt an answer type of Grid, Numerical, String, Date or List. Each must be answered in accordance with the relative format.

The typical features found within the question format are detailed below.

Best Practice

When navigating through a survey template, chapter, section or question within GYDE365-Design, following each recommendation detailed below will ensure the experience is optimised for the end-user and the output value is maximised.

Assign ownership to a user or group of users for completing each Chapter.
Read each question carefully and hover over the small blue question mark to receive a short informative overview.
Review the help URL linked to each question to establish a comfortable level of understanding prior to answering.
Where video links are present, follow the link to view the content, again, this will benefit users in answering each question.
Communicate and track correspondence using the comments functionality.
Highlight any gaps or functionality concerns using the additional comments text box at the end of each section.

Navigating the Help File

Each question is presented with a help file that details the context and content required to answer the question.

The help file can be found by clicking a link found on the question as demonstrated below.

Each help file is structured into a series of titled accordions to help users navigate to the type of help they require. Each accordion can be opened and closed by selecting the arrow on the right hand side.