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This article explores your modern options for budgeting and forecasting software that works with your Microsoft Dynamics AX system to give you stronger planning abilities.

When budgeting, forecasting, or modeling for your company, you’re inevitably going to require projections and actual historical financials in order to craft a data-driven plan for managing organizational activities in the coming year.  There are quite a few software solutions for Microsoft Dynamics AX customers that can improve your budgeting process, whether you build one yourself, rely on native Dynamics AX functionality, or a third party solution.  This article will round up some of your best options for modern budgeting and forecasting functionality for Microsoft Dynamics AX.
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This article will explore your options for budgeting and forecasting solutions to accelerate your Microsoft Dynamics AX, NAV, SL and GP experience with heightened planning capabilities.

Budgeting and/or forecasting within any company involves multiple players contributing research and actual financials to put together an informed plan for how the company expects to manage their money in the next (or the rest of the) fiscal year.  For Microsoft Dynamics users, there are plenty of solutions to boost your organizational budgeting, whether you go with a process you build yourself, a native functionality within Dynamics, or a third party product.  This article will discuss modern budgeting and forecasting functionalities in the context of your options for Microsoft Dynamics.
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Using the framework of key features to shop for, like ease of use, budget workflow, and security, this article will compare budgeting and forecasting options for Microsoft Dynamics GP.

Budgeting requires multiple departments entities bringing transactional data together, as well as research, to forecast what will financially manifest in the coming year, regarding revenue, expenses, and other important items. For Microsoft Dynamics GP users, there is an abundance of options for budgeting and forecasting, including manual, homegrown spreadsheets, GP budgeting input, an accelerated Excel add-in tool, or proprietary interfaced software. In this article, I’m going to zoom in on your budgeting software options for Dynamics GP, so you can get a better understanding of the best route for you and your team.

Since you are looking for a solution that business users can utilize, I always think it’s smart to lay out the most important features to look for in a product.  Even if you are the only who will be using the budgeting tool with Dynamics GP, it should be first and foremost easy to use.  I cannot think of one person who gets excited to put together a budget, so the task should be as easy as possible, regarding the user friendliness for non-IT professionals.  In particular, you should be looking for a solution that streamlines the process with accounting and business logic and reusable budgeting templates, amongst other functionalities.  Given the collaborative nature of budgeting, streamlining is a must.
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