{"id":31883,"date":"2022-06-22T17:52:41","date_gmt":"2022-06-22T12:22:41","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=31883"},"modified":"2022-06-22T17:52:41","modified_gmt":"2022-06-22T12:22:41","slug":"exploring-sharing-capabilities-in-dynamics-365-crm-sales-forecasting","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2022\/06\/exploring-sharing-capabilities-in-dynamics-365-crm-sales-forecasting\/","title":{"rendered":"Exploring sharing capabilities in Dynamics 365 CRM sales forecasting"},"content":{"rendered":"

Introduction:<\/strong><\/h2>\n

The sales forecasting feature in Dynamics 365 CRM provides the ability to your organization for predicting the revenue that can be generated in a given time frame. When configured correctly sales forecasting plays a key role while predicting the overall success of the organization.<\/p>\n

Recently, I was configuring sales forecast in Dynamics 365 trial 2022 wave1 enabled environment. There I came across many enhancements. And one such interesting feature is \u201cSharing the sales forecast with another user\u201d which may be within the user hierarchy or outside the hierarchy sharing.<\/p>\n

Scenario:<\/strong><\/p>\n

Open the Sales Hub app –> navigate to App Settings –> Forecast configurations –> open any existing forecast set in your organization.<\/p>\n

Let’s say I have the below user hierarchy set in my organization (used for demonstration):<\/p>\n

\"Dynamics<\/p>\n

Sharing within the hierarchy:<\/strong><\/p>\n

For example, \u201cAlan Cook\u201d, the Sales Manager wants one of his direct reportee, \u201cChris Brown\u201d, to manage the forecasts while he is on sick leave.<\/p>\n

He can share his forecast hierarchy with \u201cChris Brown\u201d with appropriate permissions. Depending on the permissions granted, \u201cChris Brown\u201d can view or adjust the forecast.<\/p>\n

Sharing outside the hierarchy:<\/strong><\/p>\n

For example, \u201cAlan Cook\u201d, the Sales Manager wants one of his indirect reportee (not directly reporting through the hierarchy shown above), \u201cMike Owen\u201d, to manage the forecasts while he is on sick leave.<\/p>\n

He can share his forecast hierarchy with \u201cMike Owen\u201d with the appropriate permissions. Depending on the permissions granted, \u201cMike Owen\u201d can view or adjust the forecast.<\/p>\n

Configuring Sales Forecast:<\/strong><\/p>\n

You can refer to our previous blog<\/a><\/u> which explains how to configure sales forecasting in the organization.<\/p>\n

In this blog let\u2019s explore below key configuration features in detail:<\/p>\n

    \n
  1. Providing the forecast access: <\/strong><\/li>\n<\/ol>\n

    While configuring the forecast, go to App Settings > Forecast configurations > open any existing forecast under the \u201cpermissions\u201d tab. There are three options available in \u201cAdditional security roles\u201d as mentioned below:<\/p>\n

      \n
    1. No additional security roles<\/li>\n
    2. All security roles can read this forecast<\/li>\n
    3. Specify security roles<\/li>\n<\/ol>\n

      You can find more details about this configuration in this doc<\/a><\/u>.<\/p>\n

      The default setting under \u201cAdditional security roles\u201d is set as \u201cNo additional security roles\u201d as shown in the below screenshot:<\/p>\n

      \"Dynamics<\/p>\n

      The above setting says that only those users who belong directly to the hierarchy can access the forecast data. That means in our example \u201cMike Owen\u201d, who is not part of the user hierarchy set in the organization cannot access the forecast unless purposefully \u201cAlan Cook\u201d, the Sales Manager shares the forecast record with him.<\/p>\n

        \n
      1. Sharing the forecast:<\/strong><\/li>\n<\/ol>\n

        While configuring the forecast, go to App Settings > Forecast configurations > open any existing forecast under the \u201cpermissions\u201d tab. There are three options available in \u201cShare forecast\u201d as mentioned below:<\/p>\n

          \n
        1. None<\/li>\n
        2. Read-only<\/li>\n
        3. Read and adjust<\/li>\n<\/ol>\n

          You can find more details about this configuration in this doc<\/a><\/u>.<\/p>\n

          The default setting under \u201cShare forecast\u201d is set as \u201cNone\u201d as shown below:<\/p>\n

          \"Dynamics<\/p>\n

          If you want sharing to be turned on then select either \u201cReda-only\u201d access or \u201cRead and adjust\u201d as shown in the below screenshot:<\/p>\n

          Share forecast with the \u201cRead-only\u201d privilege:<\/strong><\/p>\n

          \"Dynamics<\/p>\n

          When sharing feature is turned on, \u201cAlan Cook\u201d the sales manager can see the share icon beside the forecast records as shown below:<\/p>\n

          \"Dynamics<\/p>\n

          NOTE: <\/strong>When sharing is turned off there won\u2019t be any share button icon on forecast records.<\/p>\n

          When you click on the share button, the sharing dialog opens up where you can specify the users with whom you want to share the forecast. If the pencil icon is clicked you will observe the access level is set to \u201cCan only view forecast\u201d as shown in the below screenshot:<\/p>\n

          \"Dynamics<\/p>\n

          Select the user to whom you want to share the record, and click on the Share button as shown below:<\/p>\n

          \"Dynamics<\/p>\n

          Post sharing, the sharing dialog displays the user with whom you have just now shared the forecast.<\/p>\n

          \"Dynamics<\/p>\n

          \u201cMike Owen\u201d can start accessing the forecast record shared with the \u201cread-only\u201d privilege. He can view\/read<\/strong> the forecast but cannot edit<\/strong> it. You can notice the shared icon as shown in the below screenshot:<\/p>\n

          \"Dynamics<\/p>\n

          NOTE<\/strong>: \u201cMike Owen\u201d cannot share \u201cAlan Cook\u2019s\u201d forecast with any other user as he’s not the owner of the forecast. This is the reason that the share button is not shown on the shared forecast above.<\/p>\n

          Revoking share access:<\/strong><\/p>\n

          At any time \u201cAlan Cook\u201d can stop sharing the forecast simply by revoking the selected shared user record from the recently shared list. Click on the delete icon beside the username as shown below.<\/p>\n

          NOTE<\/strong>: Once revoked \u201cMike Owen\u201d can\u2019t access the shared forecast record further.<\/p>\n

          \"Dynamics<\/p>\n

          Share forecast with the \u201cRead and adjust\u201d privilege:<\/strong><\/p>\n

          \"Dynamics<\/p>\n

          The only difference that \u201cAlan Cook\u201d can experience while sharing is he can select the access levels if the \u201cRead and adjust\u201d option is configured for sharing. If you click on the pencil icon you will observe the access level is set to \u201cCan only view forecast\u201d and \u201cCan adjust forecast\u201d as shown below:<\/p>\n

          \"Dynamics<\/p>\n

          \u201cMike Owen\u201d can start accessing the forecast record shared with the \u201cRead and adjust\u201d privilege. He can view\/read<\/strong> the forecast and\/or can edit<\/strong> it as well (only if while sharing the \u201cCan adjust forecast\u201d access level is given), as shown below:<\/p>\n

          \"Dynamics<\/p>\n

          The amount that is adjusted is reflected as shown below and can be viewed under the history tab as shown below:<\/p>\n

          \"Dynamics<\/p>\n

          Conclusion:<\/strong><\/h2>\n

          As illustrated above, sharing the forecast that you own with anyone in your hierarchy or outside of your hierarchy is quite easy with this latest feature and you can also easily control the privileges to view or edit the forecast.<\/p>\n

          \"alerts4dynamics\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

          Introduction: The sales forecasting feature in Dynamics 365 CRM provides the ability to your organization for predicting the revenue that can be generated in a given time frame. When configured correctly sales forecasting plays a key role while predicting the overall success of the organization. Recently, I was configuring sales forecast in Dynamics 365 trial\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19,2361],"tags":[2325],"class_list":["post-31883","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm","category-technical","tag-sales-forecasting"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/31883","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=31883"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/31883\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=31883"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=31883"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=31883"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}