Implementing Sales Budgets in Dynamics 365 Business Central: A Step-by-Step Guide

Dynamics 365 Business Central

The article discusses the author's experience with exploring Sales Budgets in Dynamics 365 Business Central.
To start using Sales Budgets, users need to search for "Sales Budgets" in the Tell Me navigation.
Sales Budgets in Business Central are similar to G/L Budgets and allow users to add dimensions for budgeting.
Users can customize their budget views using features like Show as Lines and Show as Columns.
Filters, such as date ranges, can be set up to specify the budget data being entered.
Budget data can be entered into Business Central by hand or by exporting an Excel template, filling it out, and importing it back.
Excel features like formulas and data validation can be utilized to streamline data entry.
Once the Excel template is filled out, it can be imported back into Business Central to update the budget with the imported data.

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