Power Virtual Agents #15: Authentication With Power Automate (Part-3)

Introduction Authentication can be enabled in Power Virtual Agents to allow the user to log in for personalized experiences. Power Virtual Agents utilizes OAuth2 Authentication to provide a robust and secure authentication experience directly through the Power Virtual Agent conversation. Power Virtual Agent and have seen a high impact in reducing the number of caseswith … Continue reading Power Virtual Agents #15: Authentication With Power Automate (Part-3)

Power Virtual Agents #14: Authentication With Power Automate (Part-2)

Introduction Authentication can be enabled in Power Virtual Agents to allow the user to log in for personalized experiences. Power Virtual Agents utilizes OAuth2 Authentication to provide a robust and secure authentication experience directly through the Power Virtual Agent conversation. Power Virtual Agent and have seen a high impact in reducing the number of caseswith … Continue reading Power Virtual Agents #14: Authentication With Power Automate (Part-2)

Power Virtual Agents #13: Authentication With Power Automate (Part-1)

Introduction Authentication can be enabled in Power Virtual Agents to allow the user to log in for personalized experiences. Power Virtual Agents utilizes OAuth2 Authentication to provide a robust and secure authentication experience directly through the Power Virtual Agent conversation. Power Virtual Agent and have seen a high impact in reducing the number of caseswith … Continue reading Power Virtual Agents #13: Authentication With Power Automate (Part-1)

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 : 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