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Customer experience | Sales, Customer Insights,...
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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 55

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?

  • DAcustom555 Profile Picture
    DAcustom555 55 on at
    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!

  • Verified answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    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:

    pastedimage1674011851799v1.png

    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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