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Tools or Plugins for Forecasting?

  • 1.  Tools or Plugins for Forecasting?

    Posted Mar 14, 2019 12:09 PM
    Does anyone have recommendations for Forecasting? We are planning to use D365 for forecasting by next summer and want to start learning more about the tools and/or plugins available as well as how others are doing forecasting from D365. Thanks!

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    Katherine Perry
    Boa Technology Inc.
    Denver CO
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  • 2.  RE: Tools or Plugins for Forecasting?

    TOP CONTRIBUTOR
    Posted Mar 15, 2019 09:58 AM
    Hi Katherine,

    If you are using D365 Online, the April release should have a new Forecasting module available out of the box!

    Here are some details about it.

    Simple forecasting for effective sales performance management - Release Notes
    Microsoft remove preview
    Simple forecasting for effective sales performance management - Release Notes
    Accurately predict revenue for a given period and make informed business decisions with forecasting.
    View this on Microsoft >

    Mike

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    Mike Hammons
    Director, Business Intelligence
    AKA Enterprise Solutions
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  • 3.  RE: Tools or Plugins for Forecasting?

    GOLD CONTRIBUTOR
    Posted Mar 15, 2019 10:44 AM
    Interesting.  Is this new Forecasting module intended to replace the older Goals entity?  The Goals are still using the classic interface forms (IE from 5+ yrs ago). We were concerned they might be deprecated and reluctant to use them, but couldn't find them listed as deprecated, and so started using the goals entity recently.  The page listed doesn't provide any clarification on this either.  Are you aware of any more specifics about MSFTs roadmap for forecasting?

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    Ryan Perry
    Business Systems Analyst
    Auric Solar
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