setup excel for budget planning

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Posted on by abdulaziz.alesaei

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Hello everyone

1-I am trying to make the excel for the budget planning and it is showing all the budget that I create how can I just bring the last budget that I create

2-When I open the excel for Specific budget also showing all the budget that I create how can I just excel the budget that I open

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abdulaziz.alesaei 342 on at

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RE: setup excel for budget planning

Thanks for the help to solve the problem
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AlinaC on at

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RE: setup excel for budget planning

Hi abdulaziz.alesaei,

In your second screen, if you click on Supplemental-> Worksheet option, this should only bring up the record LOGC-000566. This should open the dynamic Template for budget plan that you previously created. Please see https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/key-tasks-create-and-process-budget-plans for more details.