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What drives the changing of the OOTB "Forecast Category" field? / Best way to add automatic forecast categories

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Posted on by DAcustom555

45

I have a requirement to have a few more options added to the Forecast Category field (msdyn_forecastcategory). We want to add another "Lost" type as well as another confidence level.

I've noticed when opportunities are automatically Won or Lost the forecast is automatically changed. It seems like Javascript, in which case I'm a bit spooked about messing around with an out of the box Javascript resource.

If I wanted to do custom automation on a forecasting picklist is it wiser to make a custom picklist and do my own automation?

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DAcustom555 45 on at

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RE: What drives the changing of the OOTB "Forecast Category" field? / Best way to add automatic forecast categories

Perfect, that's exactly what I needed to find. Thanks!
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Haig Liu Microsoft Employee on at

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RE: What drives the changing of the OOTB "Forecast Category" field? / Best way to add automatic forecast categories

Hi DAcustom555,

Please refer to this link:

https://learn.microsoft.com/en-us/dynamics365/sales/configure-forecast

The workflow will be triggered when the "Forecast Category" field is changed:

If you want to use custom option sets, you will have to consider creating workflows to synchronize the opportunity status with your option sets.

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