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Configuring Budget Plan Templates for Microsoft Dynamics AX 2012 R2

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R2

In Microsoft Dynamics AX 2012 R2, budget planning web services were developed to support creating budget plan templates. Using the budget planning fields that are exposed through a budget planning web service, templates can be created for Microsoft Excel worksheets and Microsoft Word justification documents using Office Add-ins for Microsoft Dynamics AX.

This white paper explains how to configure budget plan templates.

Download the paper.