{"id":229323,"date":"2020-09-20T09:16:12","date_gmt":"2020-09-20T09:16:12","guid":{"rendered":"https:\/\/osmosys.co\/uk\/?p=229323"},"modified":"2023-12-26T11:23:09","modified_gmt":"2023-12-26T11:23:09","slug":"forecast-365","status":"publish","type":"post","link":"https:\/\/osmosys.co\/uk\/forecast-365\/","title":{"rendered":"Forecast365"},"content":{"rendered":"<div id=\"bsf_rt_marker\"><\/div><p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; width=&#8221;\u201d100%\u201d&#8221; max_width=&#8221;\u201d100%\u201d&#8221; custom_padding=&#8221;\u201d92px|0px|92px|0px|true|true\u201d&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_margin=&#8221;-83px|auto||auto|false|false\u201d&#8221; global_colors_info=&#8221;{}&#8221; column_structure=&#8221;\u201d4_4\u2033&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;\u201d4_4\u2033&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; header_2_text_color=&#8221;\u201d#36517a\u201d&#8221; header_2_font_size=&#8221;\u201d35px\u201d&#8221; background_size=&#8221;\u201dinitial\u201d&#8221; background_position=&#8221;\u201dtop_left\u201d&#8221; width=&#8221;\u201d100%\u201d&#8221; max_width=&#8221;\u201d100%\u201d&#8221; custom_margin=&#8221;\u201d||10px|||\u201d&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>Overview<\/h3>\n<p>[\/et_pb_text][et_pb_divider show_divider=&#8221;off&#8221; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.16&#8243; width=&#8221;\u201d115px\u201d&#8221; width_tablet=&#8221;\u201d\u201d&#8221; width_phone=&#8221;\u201d74px\u201d&#8221; width_last_edited=&#8221;\u201don|phone\u201d&#8221; custom_margin=&#8221;\u201d||-1px|||\u201d&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; text_letter_spacing=&#8221;\u201d1px\u201d&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; text_orientation=&#8221;\u201djustified\u201d&#8221; custom_margin=&#8221;\u201d|||30px|false|false\u201d&#8221; custom_margin_tablet=&#8221;\u201d|||0px|false|false\u201d&#8221; custom_margin_phone=&#8221;\u201d|||0px|false|false\u201d&#8221; custom_margin_last_edited=&#8221;\u201don|tablet\u201d&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<li>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.\n<\/li>\n<li>This is specifically aimed at sales module of Dynamics 365 \u2013 for calculation of Cash Flow impact, Marketing\/Sales impact.<\/li>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; header_2_text_color=&#8221;\u201d#36517a\u201d&#8221; header_2_font_size=&#8221;\u201d35px\u201d&#8221; background_size=&#8221;\u201dinitial\u201d&#8221; background_position=&#8221;\u201dtop_left\u201d&#8221; width=&#8221;\u201d100%\u201d&#8221; max_width=&#8221;\u201d100%\u201d&#8221; custom_margin=&#8221;\u201d||10px|||\u201d&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>Benefits<\/h3>\n<p>[\/et_pb_text][et_pb_divider show_divider=&#8221;off&#8221; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.16&#8243; width=&#8221;\u201d111px\u201d&#8221; width_tablet=&#8221;\u201d\u201d&#8221; width_phone=&#8221;\u201d70px\u201d&#8221; width_last_edited=&#8221;\u201don|desktop\u201d&#8221; custom_margin=&#8221;\u201d||-1px|||\u201d&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; text_letter_spacing=&#8221;\u201d1px\u201d&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; text_orientation=&#8221;\u201djustified\u201d&#8221; custom_margin=&#8221;\u201d|||30px|false|false\u201d&#8221; custom_margin_tablet=&#8221;\u201d|||0px|false|false\u201d&#8221; custom_margin_phone=&#8221;\u201d|||0px|false|false\u201d&#8221; custom_margin_last_edited=&#8221;\u201don|tablet\u201d&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<li>A custom entity needs to be created to capture the forecast entity and type as below:<\/i>\n<li>Based on the forecast type and entity, the forecast report will run against defined parameters.<\/li>\n<p>[\/et_pb_text][et_pb_image src=&#8221;\u201dhttp:\/\/183.82.96.65:3302\/osm-stg-website\/wp-content\/uploads\/sites\/6\/2020\/09\/Post-Forecast365-purpose.png\u201d&#8221; align=&#8221;\u201dcenter\u201d&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.16&#8243; animation_style=&#8221;slide&#8221; animation_direction=&#8221;left&#8221; animation_duration=&#8221;500ms&#8221; animation_intensity_slide=&#8221;10%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221; align_phone=&#8221;center&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221; column_structure=&#8221;\u201d4_4\u2033&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;\u201d4_4\u2033&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; header_2_text_color=&#8221;\u201d#36517a\u201d&#8221; header_2_font_size=&#8221;\u201d35px\u201d&#8221; background_size=&#8221;\u201dinitial\u201d&#8221; background_position=&#8221;\u201dtop_left\u201d&#8221; width=&#8221;\u201d100%\u201d&#8221; max_width=&#8221;\u201d100%\u201d&#8221; custom_margin=&#8221;\u201d||10px|||\u201d&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>Possible Solutions<\/h3>\n<p>[\/et_pb_text][et_pb_divider show_divider=&#8221;off&#8221; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.16&#8243; width=&#8221;\u201d256px\u201d&#8221; width_tablet=&#8221;\u201d\u201d&#8221; width_phone=&#8221;\u201d163px\u201d&#8221; width_last_edited=&#8221;\u201don|phone\u201d&#8221; custom_margin=&#8221;\u201d||-1px|||\u201d&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; text_letter_spacing=&#8221;\u201d1px\u201d&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; text_orientation=&#8221;\u201djustified\u201d&#8221; custom_margin=&#8221;\u201d|||30px|false|false\u201d&#8221; custom_margin_tablet=&#8221;\u201d|||0px|false|false\u201d&#8221; custom_margin_phone=&#8221;\u201d|||0px|false|false\u201d&#8221; custom_margin_last_edited=&#8221;\u201don|tablet\u201d&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<ul>\n<li>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.<\/li>\n<li>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<\/li>\n<\/ul>\n<ul>\n<ol>\n<li>Using Power BI reports<\/li>\n<li>Creating custom SSRS reports within CRM<\/li>\n<li>Customizing entities and updating the custom fields so users can create any reports they need from within CRM \u00a0 \u00a0\u00a0\u00a0 itself<\/li>\n<li>here might be other solutions which Microsoft gives with Sales Hub (Forecasting Leads\/Opportunities) <span style=\"color: #cf3033;\"><em><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/configure-forecast\" style=\"color: #cf3033;\" target=\"_blank\" rel=\"noopener\">&nbsp;&nbsp;&nbsp;https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/configure-forecast<\/a><\/em><\/span><\/li>\n<\/ol>\n<\/ul>\n<p>[\/et_pb_text][et_pb_image src=&#8221;\u201dhttp:\/\/183.82.96.65:3302\/osm-stg-website\/wp-content\/uploads\/sites\/6\/2020\/09\/Post-Forecast365-possible-solutions.&#8221; align_tablet=&#8221;center&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.16&#8243; animation_style=&#8221;slide&#8221; animation_direction=&#8221;left&#8221; animation_duration=&#8221;500ms&#8221; animation_intensity_slide=&#8221;10%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221; align_phone=&#8221;center&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_color=&#8221;\u201drgba(0,0,0,0.13)\u201d&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_margin=&#8221;\u201d50px|auto||auto|false|false\u201d&#8221; custom_padding=&#8221;\u201d58px|75px|58px|75px|true|true\u201d&#8221; global_colors_info=&#8221;{}&#8221; column_structure=&#8221;\u201d4_4\u2033&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;\u201d4_4\u2033&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;\u201d||||||||\u201d&#8221; text_font_size=&#8221;\u201d17px\u201d&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3 style=\"text-align: center;\">If you\u2019d like to find out more about Forecast365, get in touch with us today.<\/h3>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>OverviewAn 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 \u2013 for calculation of Cash Flow impact, Marketing\/Sales impact.BenefitsA [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":229301,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","_lmt_disableupdate":"","_lmt_disable":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[42],"tags":[],"class_list":["post-229323","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-forecast365"],"modified_by":null,"jetpack_featured_media_url":"https:\/\/osmosys.co\/uk\/wp-content\/uploads\/sites\/6\/2020\/09\/forecast365-latest-dakbg.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/osmosys.co\/uk\/wp-json\/wp\/v2\/posts\/229323","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/osmosys.co\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/osmosys.co\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/osmosys.co\/uk\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/osmosys.co\/uk\/wp-json\/wp\/v2\/comments?post=229323"}],"version-history":[{"count":7,"href":"https:\/\/osmosys.co\/uk\/wp-json\/wp\/v2\/posts\/229323\/revisions"}],"predecessor-version":[{"id":234131,"href":"https:\/\/osmosys.co\/uk\/wp-json\/wp\/v2\/posts\/229323\/revisions\/234131"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/osmosys.co\/uk\/wp-json\/wp\/v2\/media\/229301"}],"wp:attachment":[{"href":"https:\/\/osmosys.co\/uk\/wp-json\/wp\/v2\/media?parent=229323"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/osmosys.co\/uk\/wp-json\/wp\/v2\/categories?post=229323"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/osmosys.co\/uk\/wp-json\/wp\/v2\/tags?post=229323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}