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.
As Microsoft Gold Partner and with 125+ strong experts, we pride ourselves on offering exceptional consultancy and customer service to ensure that we scope and design solutions that will add tangible benefits to your business for the short and long-term. Importantly, our ongoing support aims to ensure that the key people in your organisation can understand, use and apply your technology and solutions for short and long-term value, ensuring that you gain the maximum advantage from your IT spend.
Our Leadership
Our Management team has exceptional international and industry experience having delivered hundreds of successful Projects around the world. Their knowledge of commercial needs, combined with in-depth industry and technological expertise, ensures that we can provide innovative solutions to add real value to our Clients’ businesses.
Medida Srinivas
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.
Dinesh Madireddy
Chief Operating Officer
Dinesh is a senior consulting leader with more than 20 years of experience in delivery management, practice management, consulting, service delivery and solution sales in large, mid-size and start-up organizations with focus on client relations and value-adds. He is a Thought Leader focused towards building and retaining high-performing cross-technology teams, practice areas with proven record of influencing change within People, Process and Technology.
Nick Jordan
Director of Operations
Nick has over 20 years of experience working in global multinationals, running his own consulting company and in start-ups. He has held senior leadership roles in US, European and British financial services companies, as well as in consulting, technology and manufacturing firms, where he had global responsibilities for sales, relationship management, strategy, business development, product management and operations.
Mark Llewellyn
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
Director
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.
108, First Floor, Workafella Cyber Crown, Sec-II HUDA Techno Enclave, Madhapur, Hyderabad, India, 500081
9 Appold Street
Unit #2306
Unit #2306