Planner 365 for Microsoft Dynamics 365 Business Central
With Planner 365, you can turn individual planning figures into a seamless planning process in Microsoft Dynamics 365 Business Central – from sales and revenue to purchasing and financial budgeting.
The solution enhances the standard system by providing structured, traceable and integrated planning directly within the ERP system. This helps you reduce the use of isolated Excel spreadsheets, establish clear lines of responsibility and gain greater certainty regarding budgets, forecasts and corporate management.
Solution scenarios with Planner 365
Sales and volume planning
Plan sales volumes and turnover directly in Business Central based on your existing data, dimensions and seasonal trends. This will provide you with a solid foundation for your operational and financial planning.
Purchase planning
Create structured purchasing budgets at item, group or supplier level. This reduces the workload and supports consistent procurement planning.
Financial accounting planning
Convert operational plans directly into reliable financial budgets. This results in financial planning based on realistic assumptions.
Standardised planning
Manage planning tasks using defined responsibilities and individual planning areas. Each user sees only the data and tasks that are relevant to them.
Full controll
Planner 365 integrates operational and financial sub-plans into a single process. Instead of isolated budgets, this creates a unified planning framework directly within Business Central.
- Sales, revenue, procurement and financial planning in a single solution
- Planning at group level rather than just at individual record level
- Transparent derivation of planned figures and budget assumptions
A handy planning tool
Planner 365 supports companies that wish to structure and professionalise their planning directly within their ERP system. The solution reduces the effort involved in coordination, improves traceability and creates a robust foundation for forecasts and budgets.
- Use the previous year’s figures as a starting point
- Incorporate index values and seasonal trends in a targeted manner
- Evaluate target-actual comparisons centrally in the dashboard
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Function overview
More dimensions for greater insight
Add further budget dimensions to your planning and map out your organisational structures in greater detail. This allows you to build and analyse budget figures in a more targeted manner.
Planning at group level
Don’t just plan at item level; plan using freely definable group structures as well. This saves time and makes planning much more practical.
Clear responsibilities in the planning process
Assign planning areas specifically to individual users. This creates transparency and ensures a clearly structured process.
Transparent plan figures
Distinguish between calculated and manually entered values, and document planning assumptions directly in the system. This ensures that the origin of your values remains traceable.
Direct transfer to financial planning
Transfer results from sales, revenue and purchasing planning directly into financial accounting planning. This creates a seamless budgeting process in Business Central.
Central Planning Dashboard
Keep a centralised overview of planning statuses, summaries and target-actual variances at all times. This makes management easier and improves transparency.
Pricing models & trial version
On Premises – pricing model
| Billing period | price |
|---|---|
| One-off licence fees + annual maintenance (21%)1 | 3.990,00 € 837,90€ |
| Monthly subscription2 | See Cloud – pricing model |
Explanations:
1 The annual maintenance is automatically extended by one year if not cancelled 3 months before the end of the term.
2 On Premises Subscription is charged according to the applicable cloud pricing model.
Cloud – pricing model
| Scaling of userslicensed Dynamics BC User | Price per month1 | Annual billing 12 periods2 |
|---|---|---|
| 0-25 | 219,00 € | 199,00 € |
| 26-50 | 252,00 € | 229,00 € |
| 51-100 | 329,00 € | 299,00 € |
| 101-200 | 439,00 € | 399,00 € |
| 201-500 | 549,00 € | 499,00 € |
| >501 | 659,00 € | 599,00 € |
Explanations:
Subscription periods with price guarantee of up to 3 years possible – thereafter cancelable with a notice period of 90 days (annual subscription). After expiry of the price agreement, the prices of the current stand price list valid at that time apply.
All subscriptions begin on the start date of activation, or based on the date of the order.
The subscription amount applies to one production instance (environment). Further production instances (environments) must be ordered additionally and named in each case.
Before billing for a particular period, the basic data (number of users, number of environments, subscriptions) are determined and form the basis for billing for the next period. For annual amounts already billed (SAAS), corresponding changes are billed on a pro rata basis.
1 Monthly billing with a minimum term of one year. After one year, automatic renewal for a further monthly period if not canceled 30 days before expiry.
2 Annual billing in advance – Automatic renewal for a further year at the end of the year if the contract is not terminated 90 days before the end of the term.
System requirements / product availability
| BC25- BC27 | BC SaaS | |
|---|---|---|
| Planner 365 |  | |
Webinars for Planner 365
You can find all information about Planner 365 in our factsheet and onlinehelp.
About CKL
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