Team sitting around table discussing business

Microsoft Dynamics GP users have long had the ability to use the Budget Wizard to export and import budget data. The Budget Wizard helps to make the process easy. Yet calculating budget data often is not quite as easy. In this webinar, we’ll share how users can enter budget amounts into a browser and have that data write back to Dynamics GP. Participants also will learn how to create an input template, enter data, and leverage cloud-based Corporate Performance Management (CPM) technology.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Explain how to create a simple profit and loss budget template
  • Describe how to enter data using the budget template
  • Explain how to write data back into GP

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If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at or 800.472.2745. Due to the large volume of certificates of completion issued, requests to reissue lost or misplaced certificates will be honored up to 60 days following the webinar.​ Click here to read the CPE FAQ.

CPE NASBA LogoFORVIS, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

CPE Information

CPE Credit
One CPE credit in the Information Technology field of study may be awarded upon verification of participant attendance, during live broadcast.
Program Level
Advance Preparation
Controllers, IT personnel, and GP power users
Delivery Method
Group internet-based
Refund Policy
There is no fee associated with this webinar.

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