Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Suggested answer

opportunity split entity

Posted on by
Please can anyone provide me how to create a custom entity for opportunity splits in D365 sales to be able to use it as a rollup entity in forecast?
Categories:
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    opportunity split entity
    Hi,
     
    You can use out-of-the-box Forecasting Entity to predict how much revenue your sales team will generate in a given timeframe.
    Configure forecasts in your organization | Microsoft Learn
     
     
    Best Regards,
    Dengliang Li
     

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,773 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,513 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans