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.
Contact
#108 Workafella cyber Crown, Sec II, HUDA Techno Enclave.
Madhapur, Hyderabad
India – 500081
sales@osmosys.co
+91 40 2340 1007
9 Appold Street
London,
England, EC2A 2AP
United Kingdom
sales.uk@osmosys.co
+44 (0) 20 3151 4830
Unit #2306
888 Carnarvon Street
New Westminster
BC, V3M0C6
Canada
Quick Links
Connect with us
Contact
#108 Workafella cyber Crown, Sec II, HUDA Techno Enclave. Madhapur, Hyderabad
India – 500081
sales@osmosys.co
+91 40 2340 1007
9 Appold Street
London, England, EC2A 2AP
United Kingdom
sales.uk@osmosys.co
+44 (0) 20 3151 4830
Unit #2306
888 Carnarvon Street
New Westminster
BC, V3M0C6
Canada
Quick Links
Connect with us
Quick Links
Contact
108, First Floor, Workafella Cyber Crown Sec-II HUDA Techno Enclave Madhapur Hyderabad, India
+91 40 2340 1007
New Broad Street London, EC2M 1NH, United Kingdom Unit #2306, 888 Carnarvon Street, New Westminster, BC, V3M0C6, Canada