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Forecasting or Forecast Integration (Adaptive Insights)

  • 1.  Forecasting or Forecast Integration (Adaptive Insights)

    Posted Jul 28, 2022 12:29 PM
    We use D365 F&O for our general ledger and are on a roadmap to have all source data (Retail POS, Order Managmenet, etc) in D365 over the coming year.  We utilize Workday's Adaptive Insights for budget and are looking to enhance and start forecasting in that tool also.  We load budget info from Adaptive into D365 manually (summary level) and report Actual vs. Budget in our GL.  We are looking to streamline and wondering if anyone (1) Integrates Adaptive with D365 rather than a load, (2) Any tips on setting up forecasting / whitepapers on forecasting in D365 vs. Adaptive, and / or (3) what are the most recommended budget AND forecast tools / reporting tools that people recommend.  We currently report out of D365 Financial Reporter and / or BI cubes.  We also load 2 subsidiary TBs into our system so we are open to alternative ways to set-up our financial reporting such as doing all reporting in Adaptive, Integrating ADaptive and reporting more out of FR, or even adding a consolidation or reporting tool and linking both systems to that.  

    Please share any best practices / recommendations / hiccups if you are using a separate budget & forecast tool how you streamline your loads and data pulls and what system combines all for you?

    Rob Selstrom
    Corporate Controller
    Northern Tool + Equipment Company, Inc
    Burnsville MN

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