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Hello. We need to add one or two colors on the card of a calendar version of a view, based on a option set selection. It was possible with a precedent version of the calendar control. The aim is to show in Dynamics the list of appointments for a filtered user, with various colors depending on the type of regarding Contact, or category of appointment for example.
We are running into the same issue. At a minimum, it would be nice if there was an option in the Sales and Receivables Setup page that allows the company to chose what date should be used when converting a quote, the conversion date or the original quote date. We have instances where a customer may hold on a large quote for over a month and if the user does not remember to manually change this it causes issues.
I agree with the more than 6 forecasts.
Regarding the projection, we use a related entity that contains the Opportunity value split per FY, and instead of using Opportunity for the forecast we use this entity, that allows us to create forecast per FY with the split values of the opportunity. But we would like to have the forecast with 1 period as the whole FY, not per Quarter or monthly.
This way to use the Forecast does not allow us to use the Prediction, that's limited to Opportunities...
And regarding the quotas, we would like to be able to provide the file to the sales departments to add the quotas separated, but now the template downloaded only contains the full hierarchy with no other field to allow the separation (like BU)