Dynamics 365 Sales: Customize forecast models using Org Chart or Territory
Dynamics 365 2020 release wave 1 has added many exciting features in the Sales Forecast model. They have introduced 2 templates based on Org chart and Territory to design forecast on either or both model. They might be introducing Product-based forecast template soon. Before we start, this is gonna be a long ride, but in my defence, I couldn't have written it any shorter. First, let's check out the official…