A Sales CRM bolt-on solution for Cash Flow Forecasting


  • An add-on which would forecast the data based on the pre-defined parameters set. This would be used for reporting purpose, so that companies can predict/analyze what kind of impacts it can have on their business continuity.
  • This is specifically aimed at sales module of Dynamics 365 – for calculation of Cash Flow impact, Marketing/Sales impact.
  • Benefits

  • A custom entity needs to be created to capture the forecast entity and type as below:
  • Based on the forecast type and entity, the forecast report will run against defined parameters.
  • Possible Solutions

    • As this relates to forecasting data, it would mainly involve Artificial Intelligence (AI) if users allow the data to be moved into Azure/our server to do this forecasting with a set of algorithms.
    • But as this has to reside within CRM and data has to be given out dynamically at run-time, there are 3 approaches which probably suits the need

    If you’d like to find out more about Forecast365, get in touch with us today.

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    Chairman & Founder

    Srinivas has spent his whole career designing and developing software, systems and applications. He founded Osmosys in 2004 and has gone onto expand the business around the world through his unceasing focus to design brilliant IT solutions that deliver value for his Clients. The year 2019 marks the opening of Osmosys UK to serve and support the growing Client base in Europe. Srinivas is also the innovator behind most of our products and enjoys building new solutions to the betterment of various services.

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    Nick Jordan

    Director of Operations

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    Director of Technology

    Mark is an accomplished Microsoft MSC Consultant and D365 Digital Architect, with extensive experience in Digital Transformation consultancy, and overseeing its successful implementation and delivery to improve business outcomes. He is well versed in providing leading edge technological solutions across a number of industries, including financial services, governmental organisations and not-for-profits, as well as top global branded commercial corporates.

    Madhavi Kolagani


    Madhavi holds an Engineering degree in Computer Science and Engineering from Osmania University in India. She worked with Tata Consultancy Services, AT & T – New Jersey and Sierra Atlantic before co-founding Osmosys in 2004. Her experience includes database design and administration of Oracle and SQL Server databases. She has handled medium / large scale applications for clients in India and US in technologies like Oracle forms, PHP and Cake PHP.