Notifications
Announcements
No record found.
My client has an opportunity for 1 million for a deal term of 3 years. so the revenue will flow in 3 years and now in a single go. How do I show that in Dynamics CRM as CRM allows one opportunity per estimated revenue. Also, the revenue flow will be different every year like 25k in the first year and then 40 in the second and so on. SO I need to enter the data and get them associated with the main opportunity so when someone is pulling up the report he should be able to get the idea about actual revenue generation from a single opportunity.
Any advice will be appreciated
Hi Ravinder Singh Jamwal, I hope you are doing good.
The way to do what you are trying is creating the total revenue for the opportunity and then you should use the invoicing function to have tracked what you have billed.
Here more info that can help:
Set up and process recurring invoices - Finance | Dynamics 365 | Microsoft Docs
Create and manage invoices in Dynamics 365 Sales Professional | Microsoft Docs
Sales transactions in Dynamics 365 Sales Professional | Microsoft Docs
If this answers your question, please check it as verified.
Thanks, and welcome to this amazing Microsoft Community.
I don't think invoice will help out here as they will be closing the opportunity as won every year and just want to capture only the amount of revenue realized and not the estimated over the year. Just need to know how can I show opportunity getting closed with yearly revenue
Hi Ravinder Singh Jamwal!If what you want is to obtain another revenue data, then there are two options:First option:1. Define the formula that you will use to obtain the revenue (if it is automatically through opportunity products or if you enter it manually).2. Add a new calculated field that calculates the actual revenue.Second option:1. Recalculate the opportunity. Here is more information on how to do it:Recalculate an opportunity (Dynamics 365 Sales) | Microsoft Docs
If this answers your question, check it as verified to help others find useful information.
Thanks.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Tom_Gioielli 70 Super User 2025 Season 2
Gerardo RenterÃa Ga... 33 Most Valuable Professional
Daniyal Khaleel 32 Most Valuable Professional
