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Forecasting

Save time by cloning sales forecasts in Dynamics 365 Sales

Accurate sales forecasts keep sales managers happy and keep your company on track to meet its revenue goals. Previously, when you needed to adjust a forecast in Microsoft Dynamics 365 Sales, you had to start over from scratch, and then make the edits you needed. In Dynamics 365 Sales 2021 release wave 1, we releasedRead more

The post Save time by cloning sales forecasts in Dynamics 365 Sales appeared first on Microsoft Dynamics 365 Blog.

By AJ Ezzour, ago

Save time by cloning sales forecasts in Dynamics 365 Sales

Accurate sales forecasts keep sales managers happy and keep your company on track to meet its revenue goals. Previously, when you needed to adjust a forecast in Microsoft Dynamics 365 Sales, you had to start over from scratch, and then make the edits you needed. In Dynamics 365 Sales 2021 release wave 1, we releasedRead more

The post Save time by cloning sales forecasts in Dynamics 365 Sales appeared first on Microsoft Dynamics 365 Blog.

By AJ Ezzour, ago

Tips for setting up sales forecasting in Dynamics 365 Sales

Most sales organizations understand the value of maintaining an accurate sales forecast. However, many are still tracking forecasts with a time-consuming spreadsheet. This blog post provides some best practices for using forecasting capabilities in Dynamics 365 Sales to help simplify creating accurate forecasts, even during rapidly changing conditions. Benefits of sales forecasting Sales forecasting isRead more

The post Tips for setting up sales forecasting in Dynamics 365 Sales appeared first on Microsoft Dynamics 365 Blog.

By AJ Ezzour, ago