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Dynamics 365 CE: Custom Entity not listed in the Forecast

Quick Bite – 3

A series of 1 min. reads.

Now you can configure and run forecast on more (and custom) entities, previously it was limited to a set of entities. However you might notice, some of the entities still do not show up as a Rollup Entity in the Forecast Configuration.

Solution

“Only the entities that have Change Track enabled will be listed in the Rollup entity drop-down (for Forecast Configuration).

To enable the change track, look at the following docs:

https://docs.microsoft.com/en-us/power-platform/admin/enable-change-tracking-control-data-synchronization

That’s it, Quite Easily Done!


This was originally posted here.

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