Budgeting and forecasting with Dynamics 365
Microsoft Dynamics 365 Finance enables centralized ERP budget management and reliable financial forecasting. You build budgets, compare scenarios, and manage performance through integrated forecasting connected to all your financial data.
Financial planning challenges
Without an integrated financial planning ERP solution, budgeting remains complex: fragmented files, multiple versions, and unreliable forecasts. Organizations struggle to gain a consistent view of their budgets and anticipate financial performance.
- Budgets spread across multiple tools
- Unreliable financial forecasts
- Scenarios difficult to compare
- Manual data updates
- Limited variance analysis
Budgeting and forecasting with Dynamics 365 Finance
Microsoft Dynamics 365 Finance unifies all your data to create consistent budgets and automatically updated financial forecasts. With integrated forecasting, you simulate multiple scenarios, assess impacts, and track performance in real time. Financial forecasting is based on reliable data from Sales, Purchasing, costs, cash flow, and operations. Teams benefit from structured budget planning, comparable versions, and clear visibility into every variance. Dynamics 365 Finance transforms your company budget into a precise, collaborative, and strategic management tool.
Our FiveForty expertise
FiveForty supports you in implementing a simple and effective budgeting approach aligned with your objectives. We configure planning cycles, automate simulation processes, structure budget versions, and connect key data sources. Our consultants help streamline collaboration between departments, improve forecast reliability, and optimize workflows. With a pragmatic and human approach, your teams gain autonomy and adopt a modern, integrated, and scalable planning framework. With FiveForty, your budgets become a clear and sustainable management tool.
Key budgeting and forecasting features in Dynamics 365
- Centralized budget creation
- Forecast scenarios and simulations
- Automatic financial data updates
- Budget version comparison
- Real time variance analysis
- Collaborative approval workflows
erp & chill
Why Choose FiveForty?
From integration to maintenance.
Clear governance, transparent reporting, shared decisions.
Well controlled processes and a team that truly listens.
Human, responsive support always delivered with a smile.
A QUESTION? An answer.
Frequent asked questions
Dynamics 365 Finance centralizes data, automates updates, and enables real time scenario comparison. A traditional system often relies on isolated files without integration with accounting or operations.
Yes. The Budget and Forecasting module adapts to both SMEs and mid sized companies through a flexible structure, simple or advanced cycles, and phased implementation based on financial maturity.
Depending on process complexity and the number of budget versions, implementation can range from a few weeks to several months. The configuration of cycles, workflows, and scenarios influences the timeline.
Yes. Power BI enables real time visualization of variances, scenarios, and key indicators. Reports update automatically through integration with Dynamics 365 Finance.