Add the forecast grid and configuration options in a site map

When you create a custom model-driven app, you can choose a default solution to create a site map for the app. However, the list contains solutions that are based on entity forms only. The forecast options are based on URL custom control forms and do not appear in the solution list. You must manually add … Continue reading Add the forecast grid and configuration options in a site map

Sales Forecasting: Activate and upload simple columns data

Use the Activate & add quotas step to activate the forecast and make it available for users. After the forecast is active, you can download a template (Excel workbook) and upload it back with data, such as quotas and sample column types for all users who are defined in the forecast hierarchy. Note: At a time, you … Continue reading Sales Forecasting: Activate and upload simple columns data

Sales Forecasting: Choose layout and columns

In the Layout step of the forecast configuration, you can configure columns to define the forecast grid that appears for users. You can configure roll-up columns from option sets that are defined for opportunities in your organization. Perform the following steps to add columns and configure the forecast grid: Add columns from an option set.Configure columns.(Optional) Apply … Continue reading Sales Forecasting: Choose layout and columns

Sales Forecasting: Provide viewing permissions

In the Permissions step of the forecast configuration, you define which team members can view and adjust the forecast data at each level of the hierarchy. Also, you can provide access to users who have specific security roles to view the forecast. To set viewing permissions In the User security field section, choose User lookup field. Choosing this field determines … Continue reading Sales Forecasting: Provide viewing permissions

Sales Forecasting: Define general properties and scheduling

Using the general properties and scheduling options of the forecast configuration page, you can define a forecast model by specifying a hierarchy and timeframe. To enter configuration and scheduling information In the General step, enter a descriptive name for the forecast. For example, SPEGA's Org FY 2020 Forecast. NOTE: By default, Rollup entity is configured as Opportunity. This value can't be … Continue reading Sales Forecasting: Define general properties and scheduling

Sales Forecasting : Select a Forecast Template

You must select a template to create a forecast. The selected templates populate the Hierarchy route field that defines the entity type in your hierarchy. To select a template, go to the Forecast configurations page and select one of the following templates: Org chart forecast: Roll-up columns and projections are based on your organization's reporting structure. This template uses … Continue reading Sales Forecasting : Select a Forecast Template

Use Playbooks in Microsoft Dynamics 365 Customer Engagement

Introduction With the Playbooks feature, we can automate the sales processes or events in the Dynamics 365 CE without knowing Dynamics 365 CE customization like workflows, plugins, etc. Means, we can set up automated processes by simply creating records in the CRM. So, here, let’s take an example – if a new lead is created … Continue reading Use Playbooks in Microsoft Dynamics 365 Customer Engagement

Sales Forecasting : Configure forecasts in your organization

A forecast helps your organization predict how much revenue your sales team will generate in a given time frame. When done correctly, forecasting can play a significant role in your company's success. By using a forecast: Sellers can track performance against their targets and identify pipeline risks that might jeopardize their ability to hit their … Continue reading Sales Forecasting : Configure forecasts in your organization

New way for creating and updating records in Dynamics 365 CRM

Introduction We often need to create or update records in bulk in Dynamics 365 CRM and there are several methods available to do so. The Import Data feature enables us to create and update the records in Dynamics 365 CRM. Further, the Bulk Edit button and Excel Online within Dynamics 365 CRM helps us to update the already existing … Continue reading New way for creating and updating records in Dynamics 365 CRM

Microsoft Power Automate from Dynamics 365

What is Microsoft Flow/Power Automate? Microsoft Flow is an online workflow service that automates actions across the most common apps and services. For example, you can create a flow that gets Account from dynamics 365 and send a relevant mail (using Outlook) to Contacts related to that Account.There are many triggers and actions you can … Continue reading Microsoft Power Automate from Dynamics 365