Dynamics Financial Reporting

All about financial reporting and consolidations for Microsoft Dynamics ERPs

Looking for training on Microsoft Forecaster?

Looking for training on Microsoft Forecaster?

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Are you ready to get going with Microsoft Forecaster, or add features to your existing Forecaster environment?  I've compiled a list of resources to provide some training and help you get there.

You can view a demonstration here. This is a great overview to help explain the different components that can be setup within Forecaster and get ideas of how others use the software.

For a complete set of training, there are two primary options. Dynamics customers can access E-learning content here or access self-paced training materials below.

  • Upgrading to Microsoft Forecaster 7.0 Course Number 8866
    The one-day Upgrading to Microsoft Forecaster training material explores the upgrade process from Microsoft Forecaster 6.7 to Microsoft Forecaster 7.0. This training material shows you the upgrade process, upgrade considerations, navigation, upgrade roadmap, and the new features introduced in Microsoft Forecaster 7.0. Learn what’s new and exciting for 7.0 and become familiar with the new application interface. A thorough understanding of these topics allows you to successfully use the existing and new features in Microsoft Forecaster 7.0. You learn to navigate around the new user interface, use new features, design reports, and develop the confidence to train end users.
  • Essentials I in Microsoft Forecaster 7.0 Course Number 8862
    The two-day Microsoft Forecaster 7.0: Essentials I training material explores the product and its functionality from the basic setup to preparing budget templates. This training material shows you the segment setup , data loading, input set setup, and additional detail setup. Learn how to make budgeting exciting and efficient with Microsoft Forecaster 7.0. A thorough understanding of these topics allows you to successfully use Microsoft Forecaster 7.0. You learn to navigate around the user interface, use and set up the features, and add details to your budget.
  • Essentials II in Microsoft Forecaster 7.0 Course Number 8863
    The two-day Microsoft Forecaster 7.0: Essentials II training material includes the essentials to creating and maintaining boardroom quality reports. Individuals create reports such as income statements, variance reports, consolidating reports, detail reports and receive an overview of report distribution.
  • Supplemental Concepts in Microsoft Forecaster 7.0
    Supplemental training is part of the Microsoft Forecaster 7.0 Essentials I and II collection and covers topics which are not included in Essentials I and II. This is self study material that is considered to be essential to mastering Microsoft Forecaster 7.0 but may not be applicable to all users/partners.

There are a few other resources that can help you get started in Forecaster.

The CPM Blog will offer regular updates on all things Corporate Performance Management.

Check the landing page for all CPM products on PartnerSource and CustomerSource.

The product page on Microsoft.com is available here.

If you are using Microsoft Forecaster with Management Reporter you will want to download the free Forecaster Data Transfer Tool here.

For more information on the benefits of Microsoft Forecaster, read about experiences from several customers.

 

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  • These same courses are availabe in a live instructor-led format.  Visit msxgroup.com/forecaster-training for details and dates!

  • If you'd like a personal demo of Microsoft Forecaster for budgeting, email me at noah.moseley@msxgroup.com  We can discuss your budgeting requirements in comparison to Forecaster features.

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