D365 Customer Engagement/CRM
Presentation Type: How2
Dynamics 365 lets you see the Estimated Close Date and Estimated Revenue for an Opportunity, but the reality is that it's rare for the Estimated Revenue to come in on the close date, rather it's generally split across the life of the contract. In this session I'll show how you can use Power Automate to breakdown the Estimated Revenue into multiple Income Forecasts (whether weekly, monthly, yearly, etc.) across the contract to give you a more accurate forecasting sales pipeline.