MB-310 · Question #227
Drag and Drop Question A company uses Dynamics 365 Finance to manage the budget planning process. The company wants to create a new budget planning process while using the existing budget planning…
The correct answer is Select Ledger and Budget cycle.; Select Default account structure.; Select Organization hierarchy.; Select Budget Planning workflow.; Select Layout then select Activate. Dynamics 365 Finance: Budget Planning Process - Step Order Explained The correct order follows a dependency chain: each step provides the context or data required by the next. You cannot meaningfully configure a later step without the earlier one being in place. --- 1. Select…
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Correct arrangement
- Select Ledger and Budget cycle.
- Select Default account structure.
- Select Organization hierarchy.
- Select Budget Planning workflow.
- Select Layout then select Activate.
Explanation
Dynamics 365 Finance: Budget Planning Process - Step Order Explained
The correct order follows a dependency chain: each step provides the context or data required by the next. You cannot meaningfully configure a later step without the earlier one being in place.
1. Select Ledger and Budget cycle
Foundation step. The ledger identifies the legal entity and its chart of accounts. The budget cycle defines the time period (e.g., fiscal year 2025). Everything else - account structures, workflows, layouts - is scoped to this combination. Without it, the system has no context for any subsequent configuration.
2. Select Default account structure
Depends on the ledger. Account structures are assigned to ledgers, so the available options are filtered by what you selected in step 1. The account structure defines which financial dimensions (e.g., department, cost center) are valid for budget line entries in this process.
3. Select Organization hierarchy
Defines who participates. The org hierarchy establishes the budget planning units (e.g., departments, business units) and the direction of data flow (top-down, bottom-up, or peer review). It comes after account structure because the hierarchy operates within the financial framework already established.
4. Select Budget Planning workflow
Depends on the org hierarchy. The workflow governs approval routing - who reviews and approves budget plans at each stage. Workflow stages typically reference roles and positions that exist within the org hierarchy selected in step 3, so you must define the hierarchy first.
5. Select Layout then select Activate
Final step - always last. The layout defines how users enter and view budget data (columns for monetary amounts, periods, etc.). Activation is the last action because it makes the entire process live and available to users. You cannot and should not activate until all prior components are fully configured.
Common Mistakes
| Mistake | Why it's wrong |
|---|---|
| Selecting account structure before ledger | Available structures are filtered by ledger - no ledger means no valid list |
| Selecting workflow before org hierarchy | Workflow stages may reference hierarchy roles that don't exist yet in the process |
| Skipping Activate | The process stays in draft and users cannot submit budget plans against it |
| Treating Layout as optional | Without an active layout, the budget planning workspace has no usable data entry template |
Key mental model: Think of it as layers - financial scope (ledger/cycle) → data structure (account structure) → participants (org hierarchy) → approval rules (workflow) → user interface + go-live (layout + activate).
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