Hey all,

First post in this thread, so please go easy on me.

Currently where I work, they have dynamics 365 for all AP, AR and project management (including GL). They also have a budgeting and Forecasting module (which is pretty terrible).

The budgeting and Forecasting module in D365 is clunky a d not very user friendly, it also doesn't wrap up and give you a clear and easy picture of how the progress of the budget or Forecasting is going.

The business has multiple offices around the world, employees are not financial savvy at all (like most places) and we are willing to implement a system if it's right for us.

My question is, is anyone using a third party budgeting and Forecasting system that flows through to D365 or is it worthwhile using the budgeting module in d365?

Also happy for anyone to guide me in some decent material to get upto speed with the system, right now I am plying round in the sandbox and googling terminology and how to do things, there was no handover when I started here a couple of weeks ago.

Thanks In advance!!