7

Business Unit Entity Available as Hierarchical Entity in Forecast

The Business Unit entity is not defined as hierarchical entity and it cannot be changed to a hierarchical entity. Hence it cannot be used as hierarchical entity in Forecasting. This would be useful to be able to break down the forecast into organizational units.

Read more...

0 Comments

Read more... 0 Comments

Category: Forecasting, Goals, Gamification, Territories (21)

STATUS DETAILS
New
4

Parent Goal Participating Records Currently Not Filtering Properly - Bug Fix

The Participating Records on a Goal set to roll up only from child goals (aka Parent Goal) should filter accordingly which it currently does not.

Read more...

0 Comments

Read more... 0 Comments

Category: Forecasting, Goals, Gamification, Territories (21)

STATUS DETAILS
New
4

Multi-currency support in Sales Insights Forecasts

We are a UK company with a Pound Sterling base currency in D365. However we have sales teams around the world who are targetted in their own local currency. Currently the Forecasting works only in the system's base currency but we want, for example, our US team to be able to see their forecast re...

Read more...

1 Comments

Read more... 1 Comments

Category: Forecasting, Goals, Gamification, Territories (21)

STATUS DETAILS
New
4

Forecasting with an other field than "Owner"

For now, we have to use the Owner field to create a prevision. Can we imagine use a different user field (custom) ?

Read more...

1 Comments

Read more... 1 Comments

Category: Forecasting, Goals, Gamification, Territories (21)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We are reviewing your idea to evaluate if aligns with our roadmap.  

Sincerely, 

Daniel

PM, Microsoft. 

 

3

Ensure Goals and roll-ups within take account of currency exchange rates

My Dynamics development partner (Preact in the UK) are telling me that currently 'Goals' and the financial roll-up aspects I have in there do not currently take account of the exchange rate. I have sales people who may have opportunities in either UK£, EU€ or US$ and so rolling these up and takin...

Read more...

0 Comments

Read more... 0 Comments

Category: Forecasting, Goals, Gamification, Territories (21)

STATUS DETAILS
New
2

Make it possible to Forecast Annually in D365 Sales (now only Quarterly and Monthly)

Today its only possible to forecast per quarter or month. I would like to be able to choose an Annual Forecast where I can track Year to date numbers.

Read more...

0 Comments

Read more... 0 Comments

Category: Forecasting, Goals, Gamification, Territories (21)

STATUS DETAILS
New
2

Forecasts by account per calendar year with revenue spread across months

We need the ability to provide forecasts by Account per calendar year, and the revenue dollars need to be spread across designated months rather than allocated to a single month. User needs to be able to define start and end dates on the Opportunity and then enter revenue by month within that ti...

Read more...

0 Comments

Read more... 0 Comments

Category: Forecasting, Goals, Gamification, Territories (21)

STATUS DETAILS
New
1

Dynamics 365 Sales gamification option to convert winning scorings sales order deliveries for courtesy items when item allocation reached 0 zero

Future featuring the option to convert winning scorings for courtesy, award or prizes, in the event quantities reservations may have reached 0 zero, maybe optimum. Not featuring sales gamification winning conversions for award or prize sales order delivery shipping in the event quantities reserv...

Read more...

0 Comments

Read more... 0 Comments

Category: Forecasting, Goals, Gamification, Territories (21)

STATUS DETAILS
New
1

Dynamics 365 Sales Gamification ledger posting option to link to an supplementary item, within time constrain variable selection and allocated quantities

Future featuring the option to include ledger postings for Dynamics 365 sales gamification for courtesy supplementary items with option to select within product variables and potentially future reserved from an allocated quantities maybe optimum. Not featuring option to set ledger postings and g...

Read more...

0 Comments

Read more... 0 Comments

Category: Forecasting, Goals, Gamification, Territories (21)

STATUS DETAILS
New
1

Dynamics 365 Sales gamification option for Dynamics time play scorings

Future featuring gamification with option to include a dynamic time to score within. Might make the bets, video games, predictions, riddles, of potential more entertaining and more collaboration. Not featuring dynamic time on potential selected game scorings, we may not be in potential game ente...

Read more...

0 Comments

Read more... 0 Comments

Category: Forecasting, Goals, Gamification, Territories (21)

STATUS DETAILS
New