Tip #1335: Video guide to 2020 Wave 1: Sales Forecasting in Dynamics 365 Part 2: Using Forecasts

This is part two of our overview of sales forecasting functionality in Dynamics 365 2020 Wave 1. To see more about how to set up forecasting in Dynamics 365, see part one here: https://crmtipoftheday.com/1334

In today’s video we show how to upload quota data and how to use sales forecasting, including manually adjusting forecast values and quickly updating underlying opportunities in the forecast.

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One thought on “Tip #1335: Video guide to 2020 Wave 1: Sales Forecasting in Dynamics 365 Part 2: Using Forecasts

  1. Matt Jonson says:

    Is this really forecasting?
    Maybe I need to dig deeper to understand it properly.
    Usually when customers have asked us for forecasting, they require their sales team to lock in values which they commit to. They take snapshots throughout the year and refer back to them compared to actual figures. What I’m seeing here is a more complex goal management. Maybe I’m missing something

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