Forecast365

A Sales CRM bolt-on solution for Cash Flow Forecasting

Overview

  • 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.

    ”Contact

    Navigate The Digital World
    With A Trusted Partner

    STAY AHEAD OF THE CURVE WITH OSMOSYS

    Contact Us

    Navigate The Digital World
    With A Trusted Partner

    STAY AHEAD OF THE CURVE WITH OSMOSYS

    Contact Us

    20+ Yrs

    Experience

    150+

    Experts

    ISO

    Certified

    Why Osmosys?

    • Experience in wide range of technologies, tools and platforms.
    • Global footprint to provide necessary support and coordination for complex projects.
    • Robust development and testing methodologies to ensure quality and reliability.
    • Seamless collaboration between all stakeholders to implement tailored solutions.
    • Compliance to security standards and industry best practices.
    • Scalable and flexible in adapting to changing requirements for successful long-term partnerships.

    Technical Advocacy

    • Offer guidance to clients on how to leverage technology effectively.
    • Work with end users to demystify intricate technical concepts of business applications.
    • Act as a trusted advisor to assist users in optimizing their workflows and achieving their objectives.
    • Work closely with stakeholders to monitor and and review ROI on their IT spends.

    Custom Development

    • Offer end-to-end custom software development services, with emphasis on creating solutions that solves specific set of challenges being faced by clients.
    • Work with functional users to help with research, design, develop, test, deploy, maintain and support.
    • Operationalize Service Levels to ensure the ongoing application maintenance and support services are seamless.
    • Manage feature application enhancements and upgrades.

    Cloud Migration

    • Enables easy access and improved productivity through cloud migration.
    • Cost-effective use of services like Office 365 and SharePoint, paying only for required usage.
    • Tailored strategy considering file types, security, and organizational size.
    • Simplifies IT by moving away from complex on-premise infrastructure.
    • Osmosys consultants offer personalized guidance for a seamless transition to the cloud.

    Why Osmosys?

    • Experience in wide range of digital technologies, tools and platforms.
    • Global footprint to provide necessary support and coordination for complex projects.
    • Robust development and testing methodologies to ensure quality and reliability.
    • Seamless collaboration between all stakeholders to implement tailored solutions.
    • Compliance to security standards and industry best practices.
    • Scalable and flexible in adapting to changing requirements for successful long-term partnerships.

    Technical Advocacy

    • Offer guidance to clients on how to leverage technology effectively.
    • Work with end users to demystify intricate technical concepts of business applications.
    • Act as a trusted advisor to assist users in optimizing their workflows and achieving their objectives.
    • Work closely with stakeholders to monitor and and review ROI on their IT spends.

    Custom Development

    • Offer end-to-end custom software development services, with emphasis on creating solutions that solves specific set of challenges being faced by clients.
    • Work with functional users to help with research, design, develop, test, deploy, maintain and support.
    • Operationalize Service Levels to ensure the ongoing application maintenance and support services are seamless.
    • Manage feature application enhancements and upgrades.

    Cloud Migration

    • Enables easy access and improved productivity through cloud migration.
    • Cost-effective use of services like Office 365 and SharePoint, paying only for required usage.
    • Tailored strategy considering file types, security, and organizational size.
    • Simplifies IT by moving away from complex on-premise infrastructure.
    • Osmosys consultants offer personalized guidance for a seamless transition to the cloud.

    Trusted by Many, Internationally Accredited

    In today’s dynamic world Digital Transformation is more than digitisation & computerisation of systems.

    Raise An Enquiry

    Let experts with 19+ years of experience add value and outcome-driven digital edge to your business