Dynamics 365 Sales Forecast Refresh

How to Refresh the Sales Forecast in Dynamics 365 Sales

Question

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You configure forecasts for a clothing manufacturer.

A salesperson updates an opportunity and wants to refresh the forecast.

You need to show the salesperson how to refresh the forecast.

Proposed solution: Update the Opportunity Forecast Category Mapping process.

Does the solution meet the goal?

Answers

Explanations

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A. B.

B.

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/keep-forecast-data-up-to-date

The proposed solution to update the Opportunity Forecast Category Mapping process does not seem to meet the stated goal of showing the salesperson how to refresh the forecast. Updating the Opportunity Forecast Category Mapping process is a configuration change that affects how forecasts are categorized based on opportunities, but it does not necessarily refresh the forecast data itself.

To refresh the forecast data, the salesperson should follow these steps:

  1. Go to the opportunity record that needs to be refreshed.
  2. Click on the Forecast tab in the opportunity form.
  3. Click on the Refresh button in the top right corner of the Forecast tab.
  4. Wait for the system to update the forecast data.

Therefore, the correct answer to this question is B. No, the proposed solution does not meet the goal.