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Dynamics 365 Sales: Product Forecasting – Part 1

Dynamics 365 Sales: Product Forecasting – Part 1

In this post, you'll gain insight into the forecasting feature that comes with Dynamics 365 Sales. The product is like an org chart and presents a sales rep's forecasted buckets, with information on the different dollar amounts related to the opportunities in the forecast record. This tutorial will help you understand the functionality of an org chart forecast and the ways in which it can be customized to display information according to your organization's unique requirements.

If you're responsible for product forecasting in your role at an organization, whether big or small, this post is perfect for you. It provides you with the tools to create custom forecasts and helps you take advantage of the full potential of Dynamics 365 Sales. Armed with these insights, you can plan ahead more effectively and optimize your business performance.

So, dive into this post and discover how to take control of your forecasting activities and deliver more accurate and effective results.

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