Regional Forecasts Visibility
Question
You are a Dynamics 365 Sales administrator for a company that has locations in five regions.
The company's owner wants regional managers to update their own forecasts.
The owner wants full transparency for all forecasts to all current and future employees.
You need to allow users to see the forecasts for every region.
What should you do?
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B. C. D.A.
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/provide-permissions-forecastTo allow users to see the forecasts for every region, you need to provide appropriate access and permissions in the forecast configuration of Dynamics 365 Sales.
Option A suggests adding each security role to the forecast configuration. This approach is not recommended as it can be time-consuming and may not be scalable in case the company expands or hires new employees.
Option B suggests granting all security roles access in the forecast configuration. This option is not secure as it could potentially grant unauthorized users access to sensitive information.
Option C suggests adding the view privilege to each user's security role. This option is more appropriate as it grants access to only authorized users and provides full transparency for all forecasts. By granting the view privilege to each user's security role, you are ensuring that they can see the forecasts for every region.
Option D suggests granting users permission to view the Forecast Category field. This option is not sufficient as it only provides access to a specific field and not the entire forecast information.
Therefore, the correct answer is Option C: Add the view privilege to each user's security role.
