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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / opportunity split entity
Customer experience | Sales, Customer Insights,...
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opportunity split entity

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Posted on by CU07100645-0 25
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?
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  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    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
     

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