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  • Blog Post: Microsoft Forecaster - SP5 now available!

    Dynamics CPM Team
    To cap off a great week talking with customers and partners at Convergence 2013 in New Orleans, we are happy to announce the release of Microsoft Forecaster 7.0 SP5. This service pack addresses issues surrounding Human Resources and Revenue as well as other product issues. For more information and...
    on 22 Mar 2013

  • Blog Post: Budget Planning for Dynamics AX 2012 R2

    Dynamics CPM Team
    With the release of Management Reporter 2012 Rollup 4, Management Reporter supports your reporting needs for Dynamics AX Budget Planning, a new solution in Dynamics AX 2012 R2. Budget Planning will appeal particularly to organizations that have formal and structured budgeting processes. Budget Planning...
    on 15 Feb 2013

  • Blog Post: Microsoft Forecaster: Using menus to drill down on reports

    Jill Carter
    With budgeting season fast approaching, it’s time to start looking at how you can take advantage of features in Microsoft Forecaster that you may not be using or you are underutilizing. Menus are one of these features. Microsoft Forecaster contains different types of menus for different reasons...
    on 7 Aug 2012

  • Blog Post: Creating a Management Reporter report to import data into Microsoft Forecaster

    Jill Carter
    As we move into budgeting season for many customers, it’s a good idea to use Management Reporter to create an actual data import file for into Microsoft Forecaster. This actual data can be great for creating forecasts and baselines in Microsoft Forecaster. For reporting on Microsoft Forecaster...
    on 3 Jul 2012

  • Blog Post: Reporting on Microsoft Forecaster Data in Management Reporter

    Jill Carter
    We all want to report on information from our budgets, and many customers are using Microsoft Forecaster for budgeting and forecasting. If you’re on Dynamics GP, Dynamics SL or Dynamics AX 2009, you have Forecaster Data Transfer tool that will transfer balances from Microsoft Forecaster into...
    on 25 May 2012

  • Blog Post: Budget Reservations - Management Reporter 2012 Feature Highlight

    Jill Carter
    Budget Control is a feature in Dynamics AX 2012 that creates budget reservations and calculates your budget funds available as you move through the procurement process. Management Reporter 2012 now brings all the data across as a book code so you can report on budget reservations in a financial statement...
    on 26 Mar 2012

  • Blog Post: Rolling Forecast Headers - Management Reporter 2012 Feature Highlight

    Jill Carter
    Rolling forecast headers provide users with headers that dynamically span columns based on the period and report date. This feature is great for rolling forecasts, where some columns contain Actual data, and some columns contain budget/forecast data. Each month, as the report date is changed, the headers...
    on 16 Jan 2012

  • Blog Post: Microsoft Forecaster – Using Overrides to present relevant data to users

    Jill Carter
    Did you know that Microsoft Forecaster allows the setup of templates that can be applied to different departments within the same budget? Overrides By going to the Setup | Budget | Input Set and clicking on the Overrides tab, you will see a window that you can assign a different set of Lines or...
    on 25 May 2011

  • Blog Post: Forecaster Data Transfer Tool is released!

    Jill Carter
    The Forecaster Data Transfer Tool has been released! Your first question might be what is the Forecaster Data Transfer Tool? This tool will transfer budget data in Forecaster to the budget tables in Dymamics SL, Dynamics GP, or Dynamics AX. Once the data has been transferred, the data can be reported...
    on 10 Feb 2011