Forecast365
A Sales CRM bolt-on solution for Cash Flow Forecasting
Overview
Benefits
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
- Using Power BI reports
- Creating custom SSRS reports within CRM
- Customizing entities and updating the custom fields so users can create any reports they need from within CRM itself
- here might be other solutions which Microsoft gives with Sales Hub (Forecasting Leads/Opportunities) https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/configure-forecast
If you’d like to find out more about Forecast365, get in touch with us today.
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20+ Yrs
Experience
150+
Experts
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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.
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