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Sales Insight Lead Forecasting Feature Requirements

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Posted on by zulfikar_m

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Hi Everyone, I have a couple of questions about Sales Insight feature specifically the Lead Forecasting feature:

Can I access Lead Forecasting feature using Dynamics 365 Customer Engagement Plan license?
I can only find Sales Insight Setting menu in Sales Hub App. Can I add that menu to my custom model-driven app

Thanks,

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Verified answer

Dengliang Li Microsoft Employee on at

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Sales Insight Lead Forecasting Feature Requirements

Hi,

Is this the Lead Forecasting function you are referring to?

Configure predictive lead scoring | Microsoft Learn

Predict future revenue outcomes using premium forecasting | Microsoft Learn

These features require Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise.

You can add Sales Insights menu to your custom MDA.

In the Sales Hub app designer, copy the URL of the Sales Insights page.
Then add a URL page in the custom MDA application designer and fill in the URL copied in the previous step.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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