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{How to } Set Forecast Manager Security Role in Dynamics 365 Sales

uk365guy

Hello Everyone,

Today i am going to share how to configure the Forecast Manager Security Role and what is the purpose of the Forecast Management.

Let’s get’s started.

How to add Forecast Manager security role to the user?

Login into Sales Hub, Settings > Security Roles > User > Assign the FORECAST MANAGER ROLE.

What is Forecast Management?

It helps sellers can track performance against targets and identify pipeline risks that might jeopardize their ability to hit them.

Managers can track individual sales performance against quotas to proactively provide coaching.

Directors can use forecast trends to anticipate departmental sales and allocate resouces if necessary.

Organisations leaders can use the projected estimates to change the product strategy or provide updated projections to investors.

How to configure forecasts by defining based on revenue or quantity.

We can define the type of forecast, the hierarchy access permissions, and the details we want to see in the forecast grid.

After a forecast is activated, your sales team can view the revenue, or quantity and pipeline projections.

Lets see how to configure the forecast management.

Login into Sales Hub app.

In the left cornor of the site map change the settings to APP Settings.

Under the performance management select Forecast Configuration.

Select the entity you want to see the forecast performance here in this example i have selected the Opportuntiy and hierarchy entity as User.

Set the forecast period and year, Start this forecast and number of periods, Valid from, Valid to.

Then Next.

Owner security field:

Hierarchy entity – Owner lookup field you can set to either user, or business unit, created by, manager, modified by or none, based on the role given to the users.

Additional security role:

You can add the additional security roles that are allowed to read or make adjustments to this forecast.

1. No additonal security roles

2. All security roles can read this forecast.

3. Specific security roles.

Share forecast:

Configure sharing privileges avaialable to forecast owners for this configuration:

1. None

2. Read-only

3. Read and adjust.

and then SAVE and Click NEXT

On the next screen you can add the column to add to the forecast category like quota, won, best case etc..

then Click Next

You can add Hierarchy filters and rollup filters and Click NEXT.

Snapshots

You can enable daily snapshots

Snapshots: Freezes forecast data at a moment in time, Use snapshots to see how the forecast and its underlying records have changed over time through the deal flow and Trend data visualizations.

Snapshots are atutomatically taken daily during six hours window assigned to each forecast.

Snapshots will be deleted 30 days after a forecast becomes inactive/archived according to snapshot deletion rules.

Daily Snapshots ENABLED.

Click NEXT.

On the next screen choose the appriporiate settings:

Auto hide parent row, Multi currency selection, Set Kanban as default (preview) Enable prediction factors

Click NEXT

Final step to activate forecast and click Finish.

That’s it for today.

I hope this helps
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} enable data improvement with email validation on Dynamics 365 Sales

uk365guy

Hello Everyone,

Today I am going to share how to enable email validation on Dynamics 365 Sales for leads and contacts.

Let’s get’s started.

What are the benefits of Email validations(preview)

1. This will alert sellers when a lead or contact have same email address that are known or suspected to be invalid.

2. Only primary email address will be checked.

So Primary email address will be marked as not valid in the following instances:

1. Incorrect or incomplete email addresses. for example: mail@test
2. Test or spam email addresses. for example: test1@test.com
3. Temporary or disposable domains. for example: althrough@throwaway.com
4. Email addresses from expired or nonexistent domains.

Turn on for LEAD and CONTACT.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Raise support ticket from Power Platform Admin Center

uk365guy

Hello Everyone,

Today i am going to show how to raise a support ticket from Power Platform Admin Center.

Let’s get’s started.

Login into www.admin.powerplatform.microsoft.com

Expand the Resources and click on the Help + Support.

Then create a new support ticket so for that click on + “Get Help + Support”

Then a new side window will popup and there you need to select “problem”, you need to provide some details about the problem and we’ll search for solutions.

Choose what product were you using when the issue occurred from the drop down show in the screenshot above.

Then choose the Environment where you need support from Microsoft.

Also you need to describe the issue you have related to the apps and search for solution

Click on the Get solution:

If the solution is not found from KB then Microsoft Recommends to contact support

Click on Support then a new window will popup there you need to select the related support plan you have with Microsoft, here in this example i have selected Dynamics Online.

Sipport request issue title : Plugin Issue, issue description, Issue start date you can you “Use current time” if it is started current time.

Also specify the problem you’re reporting related to a recent service change such as Release Wave, Service Update, N/A.

How severe is this issue?

You can select the options based on severity: Critical, Moderate, Minimal Impact.

Advanced Diagnostic Information: You can give permission to Microsoft to create an enviornment inside your Tenant to diagnose the issue, so you can select based on your preferences: Allow Access to Diagnostics Information (recommended) by Microsoft.

1. Allow Access to Diagnostic Information(recommended)
2. Allow Minimal Copy With Access to Diagnostics Information.
3. Allow Full Copy With Access to Diagnostics Information.
4. Do not Allow Access to Diagnostics Information.

Final step is to provide your contact details like region, email address, phone number to reach you on.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} see Data export performance for Power Apps and Power Automate

uk365guy

Hello Everyone,

Today I am going to show how to see the data export performance for Power Apps and Power Automate.

Let’s get’s started.

Now you can see how the data export performance for power apps and power automate.

Login into www.admin.powerplatform.microsoft.com

Click on the Data Export on the left navigation pane,

Click on the new data export and new window will popup there you can select:

Create an Azure Data Lake Storage Gen2 account to begin exporting analytics data. Go to

www.portal.azure.com

1. Power Apps for adoption, usage, inventory and app metadata, enable tenant-level analytics to ON and click Next.

2. Similarly Power Automate – Adoption, usage, inventory and flow metadata, enable tenant-level analytics to ON and click Next.

Once the connection details provided from the azure portal then the set up will be completed to see the performance of Power Apps and Power Automate.

That’s it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} set up Microsoft Teams call directly from Dynamics 365 Sales

uk365guy

Hello Everyone,

Today i am going to show how to set up Microsoft Teams call directly from Dynamics 365 Sales.

Let’s get’s started.

Login into Dynamics 365 Sales.

Change the Settings from bottom left corner side from Sales to APP Settings.

Click on Teams Calls and Microsoft Team calls settings will be opened.

You can set up Microsoft Teams so your sales team can call customers directly from Dynamics 365, with seamless integartion and premium options available.

1. Teams calls:

Allow sellers to make calls right from where they work = ON.

2.Answer incoming calls in Dynamics 365 : ON

When customers or leads call, sellers can aswer in Dynamics 365 and keep all the relevant information at hand.

3. Internal calls will ring only in the Teams app, not in Dynamics 365(recommended)

Transfer calls(preview) = ON

Sellers can transfer calls made in Dynamics 365 using one of 3 modes : blind, sale or consultative.

4. Security roles can be enabled for specific roles.

5.Advanced settings

You can select the Dynamics 365 apps for Teams calls.

for example: Sales Hub.

6. Recording with real-time transcription and insights = ON

Which allows sales team gets most out of every call with advanced conversation intelligence capabilities like AI powered insights rich call summaries and more.

Also enable for security roles.

Finally Click Update button.

Microsoft Teams calls set up successfully.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days)

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