Microsoft Presents: Life After the Forecast Spreadsheet — Your First 90 Days in Financial Planning

Session Overview:  Budgeting and forecasting are moving from disconnected workbooks toward connected, governed planning inside the ERP, and this session is where we show what that future looks like. We’ll cover how planning fits into the broader Dynamics 365 finance story, the capabilities we’ve shipped to get organizations off disconnected workbooks, and the investments shaping the next wave — driver-based planning, AI-assisted forecasting, and tighter connections to the ledger. Leave with a clear view of our direction and how to time your own move.

Speakers:   Courtnei Coker-Dickens, Jinnie Wong

Recorded at: Community Summit NA 2026​  

Type:  Education Session

Ability Level:  101 – Beginner

Primary Product:  Dynamics 365 F/SCM (FO)

Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities. ​