For this reason, K3 Software Solutions created K3|business planning. A fully integrated module for Dynamics 365 Finance, Dynamics 365 Supply Chain Management and Dynamics 365 Commerce, that enables the user to create plans and build out different scenarios using actual data and your own forecasts without the requirement for development. You can create and visualize plans for any area of the business. For example: Sales, Production, Purchase or Projects. You can create business plans including multi-level setup e.g. Fiscal year, Customers, Groups, Categories etc.
Each business plan can be either standalone or linked to multiple other business plans to provide a planning and forecasting capability that can be granular, top-line or anything in between to suit your needs. K3|business planning ships with hundreds of pre-configured fields and connections suitable for most scenarios but is endlessly customizable. Any data available within Dynamics 365 Finance, Dynamics 365 Supply Chain Management and Dynamics 365 Commerce can be added to a business plan with ease.
With an easy to configure workflow approval process, automatic calculations and the ability to control access for different business plans for different users. Business planning has never been so easy.