Copy - Dynamics 365 Finance business performance planning

Copy visual empowers you to effortlessly transfer baseline data, including actuals or forecasts, into new planning or forecasting scenarios. You have the flexibility to choose the level of detail during copying, allowing for precise scenario creation. For instance, easily copy data from previous year's actuals as the foundation for a new plan, whether it is a complete copy or with specific dimensional filters, such as copying data for a particular department or product.

Key features:

• Define specific "coordinates" of dimensions to copy and paste values from a source to a target, ensuring consistency and accuracy in scenario creation.
• Create forecasts and budgets by building upon historical actuals, reducing redundancy and promoting accuracy.
• Develop multiple forecast scenarios efficiently by building a base case and copying permutations as needed for comprehensive analysis.

Important
Business performance planning visuals require a Dynamics 365 Finance license. Learn more