Enhanced Trend and Flow Chart in Sales Forecasting within Dynamics 365 CRM

Efficient sales processes are key for any successful business. The Predictive forecasting feature which is available in Microsoft Dynamics 365 Sales Insights, enables proactive decision-making for any aspect of the sales process.

Recently when I was exploring Predictive forecasting I came across the new setup available for configuring the Trend and Flow chart. In the previous blog, we have already seen how to enable the Trend chart and Flow chart but at that time there was no direct option available to turn them on.

Earlier, to enable the Trend and Flow charts visualization, we needed to turn on the Sales Insights setting additionally.

In this blog, we will have a walkthrough of enhanced configuration available for the Trend chart and Flow chart within Microsoft Dynamics 365 Sales Insights.

Enable Trend chart using the “Show in Trend Chart” checkbox setting:

The Trend chart is now available as a part of the Predictive forecasting feature.

You need to select/deselect the…

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