Setup step on the Budgeting Power BI page · Budgeting

Set up Budgeting Power BI

Microsoft does not describe this page yet.

Used by: Budget clerk, Budget contributor, Budget manager
Business process: Monitor budget to actuals
Menu item: BudgetPlanningBIParameters
Main table: BudgetPlanningBIParameter
Data entity: —
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	—
What you do here	—
Example	—

Budgeting Power BI page in Dynamics 365 — The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process	Analyze financial performance › Monitor budget to actuals
Menu path	Budgeting › Setup › Budget planning › Budgeting Power BI
Set up first	—
Used next by	—
Related pages	—
In this process	—

End user · Functional consultant

3How to do it

Setup steps on this page

Set up Budgeting Power BINo screenshots yet

Microsoft's steps

—

Field guide

Field	What it means	Worked example	Table column
—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Budgeting Power BI	—	—

Solution architect

5Design impact

Shared or per company	Shared: the same records are used by every legal entity. Microsoft data model ↗
Can it be undone	—
Feature or country	—
If you change it later	—

Technical architect

6Technical

Menu item	`BudgetPlanningBIParameters` Checked in Dynamics 365
Form	`BudgetPlanningBIParameter` Checked in Dynamics 365
Table	`BudgetPlanningBIParameter`Shown as “Budgeting Power BI” in Record infoChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesBudgetingBIParametersMaintain `BudgetingBIParametersMaintain`BudgetingBIParametersView `BudgetingBIParametersView`DutiesEnable budget process `BudgetBudgetProcessEnable`Inquire into budget process policies `BudgetBudgetProcessPoliciesInquire` 3 security roles Budget clerk `BudgetBudgetClerk`Budget contributor `BudgetBudgetContributor`Budget manager `BudgetBudgetManager` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=BudgetPlanningBIParameters`
Integrate with	—
Table definition	`BudgetPlanningBIParameter` columns and relations Microsoft data model ↗

Everyone

8Sources and checks

https://aka.ms/BusinessProcessCatalog
learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/budget/parameter/budgetplanningbiparameter
Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.

BUD-SETUP-070 — Set up Budgeting Power BI. Beyond ERP Atlas Hub, snapshot 2026-10-16, partly verified. https://www.beyonderp.cloud/atlas/step/BUD-SETUP-070