Dynamics 365 Opportunity Revenue Forecasting with Power Automate – Part 1

A common complaint I hear about Opportunity pipeline management in Dynamics 365 is that it’s difficult to use for revenue/income forecasting, as the system considers that you will receive the whole Estimated Revenue on the Estimated Close Date, whereas in reality it’s common for the revenue on a Won Opportunity to split into periodic draw downs (i.e. the client will be billed weekly, monthly,…

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Dynamics 365 Opportunity Revenue Forecasting with Power Automate – Part 1

A common complaint I hear about Opportunity pipeline management in Dynamics 365 is that it’s difficult to use for revenue/income forecasting, as the system considers that you will receive the whole Estimated Revenue on the Estimated Close Date, whereas in reality it’s common for the revenue on a Won Opportunity to split into periodic draw…

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Author: Ryan Maclean

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