Tag: Forecasting
Dynamics 365 Sales: Product Forecasting – Part 2
Last week I wrote part 1 of my series on the product forecasting capabilities in Dynamics 365 Sales, and if you haven’t read that article yet, you can do that here. Since the article became a bit long I decided to split it up into two different parts. In part 1 I started talking about the configuration of a forecast, so I am picking up where I left off inRead More
Dynamics 365 Sales: Product Forecasting – Part 1
If your organization has implemented Dynamics 365 Sales, then you are probably familiar with the forecasting feature that is included in the product. Usually forecasts show data from an org chart or sales rep perspective, meaning you’ll see all the different dollar amounts by forecast bucket by the sales rep that owns the related opportunities in a forecast record. This is called an org chart forecast and is probably whatRead More
Premium Forecasting
I have written an article about forecasting before which you can read here. Some things have changed since then and there has been some added functionality. So I figured I would write another article discussing some of the enhancements that are now available in Premium Forecasting. Keep in mind that in order to take advantage of these features you need to have a Sales Insights license. The features that areRead More
D365 Sales: Forecast Configurations Preview
I logged into my Dynamics 365 Sales instance today and when I navigated to ‘Forecasts’ I noticed my previously configured forecasts were gone and there was a message showing in yellow stating ‘Warning: Forecast definitions have been removed an replace by Forecast configurations’. I’m not sure if you have been able to play around with forecasting yet in Dynamics 365 Sales, but if you haven’t, the forecasting feature helps predictRead More
