Summary:

In this session, we’ll walk through the budgeting process from multiple perspectives, starting with department managers entering and reviewing budgets, then switching to the finance and CFO view for centralized oversight, forecasting, and last-minute adjustments. Attendees will also see how payroll budgeting scenarios are handled and how data is easily set up, imported, and exported. The session demonstrates how all roles collaborate effectively within a single, connected budgeting platform built specifically for Dynamics 365 Business Central and Sage Intacct.

Outcome: 

A clearer understanding of how modern, role-based budgeting improves collaboration, visibility, and confidence across departments, finance teams, and executive leadership—without relying on spreadsheets.

Takeaway:

Dynamic Budgets delivers fast, intuitive budgeting, forecasting, and reporting. Designed by finance professionals who understand the real-world needs of organizations using Dynamics 365 Business Central and Sage Intacct.

Key Discussion Points:

• How department managers enter and review budgets confidently without Excel
• How finance gains centralized visibility, consistency, and flexibility
• Managing payroll as a structured, high-impact component of the overall budget
• Supporting collaboration, forecasting, and last-minute changes
• Simplifying data setup, import, export, and reporting