Exploring sharing capabilities in Dynamics 365 CRM sales forecasting

Introduction:

The sales forecasting feature in Dynamics 365 CRM provides the ability to your organization for predicting the revenue that can be generated in a given time frame. When configured correctly sales forecasting plays a key role while predicting the overall success of the organization.

Recently, I was configuring sales forecast in Dynamics 365 trial 2022 wave1 enabled environment. There I came across many enhancements. And one such interesting feature is “Sharing the sales forecast with another user” which may be within the user hierarchy or outside the hierarchy sharing.

Scenario:

Open the Sales Hub app –> navigate to App Settings –> Forecast configurations –> open any existing forecast set in your organization.

Let’s say I have the below user hierarchy set in my organization (used for demonstration):

Sharing within the hierarchy:

For example, “Alan Cook”, the Sales Manager wants one of his direct reportee, “Chris Brown”, to manage the forecasts while he is…

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