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.
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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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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