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
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
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
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
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
During a CRM Upgrade, especially across multiple versions, it is imperative to review and likely recreate custom security roles. You might think this is extra work, but as you will see in several examples, errors can occur and in troubleshooting, the issue will turn out to be security role related. Even in CRM Online, this … Continue reading Microsoft Dynamics CRM Upgrades and Custom Security Roles
Srinath Pega 