Your ERP tracks the past. We help you plan the future with connected, accurate, and collaborative budgeting, planning, and forecasting for Microsoft Dynamics 365.
For most businesses, budgeting season still means spreadsheets, email threads, and late nights reconciling numbers that never quite line up. Business Insights’ expert Microsoft FP&A team helps you design, configure, and automate budgeting and forecasting processes that evolve with your business. Whether your organization uses Aimplan, Bizview, or needs help finding the right solution, we ensure every plan starts with accuracy and ends with confidence.
Automate workflows for budget creation, approvals, and forecast updates.
Integrate Dynamics 365 data with your budgeting and forecasting tools in real time.
Model multiple “what-if” scenarios to adapt quickly to business or market changes.
Maintain clear audit trails and version control for every contributor.
Foster productive collaboration with a secure, role-based planning environment.
Optimize performance with ongoing expert FP&A support and continuous improvement.
Budgets only matter when people can actually build, adjust, and trust them. We help you create and optimize connected Dynamics 365 budgeting and forecasting environments that make planning and forecasting faster, collaboration easier, and decisions smarter.
Effective forecasting is more than projecting last year’s numbers. We help you build data-driven, scenario-based forecasting models in Dynamics 365 that anticipate change, test assumptions, and guide confident business decisions from accurate data.
We keep your Dynamics 365 budgeting and forecasting projects focused on what matters: collaboration, accuracy, and long-term flexibility.
Our team works directly with your finance and operations leaders to design planning processes that fit how your organization actually works, not how the software assumes you should. Whether we’re integrating tools like Aimplan and Bizview or optimizing your existing setup, you’ll always work with experts who explain, guide, and deliver results without hand-offs or delays.
Microsoft Dynamics 365 budgeting and forecasting refers to creating financial plans, forecasts, and reports directly drawn from and connected to with ERP data. With the right tools, like Aimplan or Bizview, you can automate approval processes within planning cycles, model future scenarios, and eliminate manual spreadsheet work while keeping everything in sync with your Dynamics 365 environment.
The functionality built within a strong operational management and ERP system like Business Central are really intended to manage operational workflows, so data is focused on what has happened, not what will in the future.
While Dynamics 365 Business Central offers strong financial management features, like any ERP, its built-in budgeting, planning, and forecasting capabilities are quite limited. A connected solution extends those capabilities, enabling collaboration, scenario modeling, and automated forecasting that go far beyond what standard ERP functionality delivers.
We design, configure, and support connected planning environments that work the way your organization and your team does. Whether you need help selecting the right solution, optimizing an existing system, or automating approvals and data flows, Business Insights ensures your budgeting process is accurate and efficient.
Both Aimplan and Bizview integrate seamlessly with Dynamics 365 to enhance budgeting and forecasting. Aimplan focuses on real-time collaboration and flexible planning workflows in Power BI, while Bizview offers more robust enterprise-level performance management and forecasting for complex organizations. If you don’t already have one of these solutions, the FP&A experts at Business Insights are here to help you match the right solution and tools for your organization’s needs and budget.
Yes. Most modern budgeting tools, including Aimplan, let you work in Excel while connecting directly to Dynamics data. You’ll keep the familiar Excel interface but gain live data updates, version control, and automation that remove the risk of manual errors.
Project timelines vary greatly based on your existing systems and goals. For instance, are optimizing and fixing a current set-up, or are you starting from scratch? But many implementations can take just weeks, not months. At Business Insights, we focus on quick wins and scalable setups so your team can start planning sooner while we continue to optimize in the background.
You’ll have direct access to experts who know both Dynamics 365 Business Central and the planning tools you use. From troubleshooting and data validation to model refinement and automation, we provide reliable, long-term support without ticket queues or hand-offs. We are 100% focused and dedicated to your budgeting and forecasting success.
Not at all. Although we have deep expertise in Microsoft Dynamics 365 and Business Central, our budgeting and forecasting proficiency and solutions work across a broad spectrum of systems. We can integrate data from Dynamics 365 Finance & Supply Chain, CRM, Xero, MYOB, SQL, Azure, Microsoft Fabric, and even custom operational databases. That way, we build financial plans, scenarios, and forecasts using all of your data, not just what lives in one system.
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+64 21 493 458