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Microsoft Forecaster

Microsoft Forecaster is a budgeting application with built-in functionality for detailed budgeting of revenue, capital and human resources. Users access the application via a local installation of the application or by using Forecaster’s Web Access option. Microsoft Forecaster is the preferred budgeting application for the Microsoft Dynamics family of general ledger systems.


Key product features:

  • Microsoft Office and Excel look and feel that many users are comfortable using
  • Built in capabilities for:
    • Revenue modeling
    • Human Resources budgeting including HR benefit calculations
    • Capital budgeting
    • Workflow and security for budget submission and approval
  • Owned and developed by Microsoft and sold to Dynamics GL customers
  • Popular out-of-the-box application that is intuitive to use
  • Installed, setup and administrators trained in as little 2 weeks or less

There are 2 primary advantages of using Microsoft Forecaster with your Microsoft Dynamics General Ledger (GP, SL, AX, and NAV) that are included at no additional cost:

  • ExpressLink: Quickly load general ledger segments (accounts, departments, etc.) and balances (e.g. actual balances) into Forecaster to avoid tedious exports and imports
  • DirectLink: Real-time reporting using FRx to report on GL actual data and Forecaster budget data