{"id":5,"date":"2020-09-20T09:16:12","date_gmt":"2020-09-20T09:16:12","guid":{"rendered":"https:\/\/staging.osmosys.co\/uk\/2020\/09\/20\/forecast365\/"},"modified":"2023-11-16T12:05:34","modified_gmt":"2023-11-16T12:05:34","slug":"forecast365","status":"publish","type":"post","link":"https:\/\/staging.osmosys.co\/uk\/forecast365\/","title":{"rendered":"Forecast365"},"content":{"rendered":"<div id=\"bsf_rt_marker\"><\/div>\n[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; width=&#8221;\u201d100%\u201d&#8221; max_width=&#8221;\u201d100%\u201d&#8221; custom_padding=&#8221;\u201d92px|0px|92px|0px|true|true\u201d&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;\u201d4_4\u2033&#8221; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; custom_margin=&#8221;\u201d-50px||||false|false\u201d&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;\u201d4_4\u2033&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; header_2_text_color=&#8221;\u201d#36517a\u201d&#8221; header_2_font_size=&#8221;\u201d35px\u201d&#8221; background_size=&#8221;\u201dinitial\u201d&#8221; background_position=&#8221;\u201dtop_left\u201d&#8221; width=&#8221;\u201d100%\u201d&#8221; max_width=&#8221;\u201d100%\u201d&#8221; custom_margin=&#8221;\u201d||10px|||\u201d&#8221; global_colors_info=&#8221;{}&#8221;]<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_1 counter-hierarchy ez-toc-counter ez-toc-white ez-toc-container-direction\">\r\n<div class=\"ez-toc-title-container\">\r\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\r\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\r\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/staging.osmosys.co\/uk\/forecast365\/#Overview\" >Overview<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/staging.osmosys.co\/uk\/forecast365\/#Benefits\" >Benefits<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/staging.osmosys.co\/uk\/forecast365\/#Possible_Solutions\" >Possible Solutions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/staging.osmosys.co\/uk\/forecast365\/#If_youd_like_to_find_out_more_about_Forecast365_get_in_touch_with_us_today\" >If you\u2019d like to find out more about Forecast365, get in touch with us today.<\/a><\/li><\/ul><\/nav><\/div>\r\n<h3><span class=\"ez-toc-section\" id=\"Overview\"><\/span>Overview<span class=\"ez-toc-section-end\"><\/span><\/h3>[\/et_pb_text][et_pb_divider show_divider=&#8221;off&#8221; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.16&#8243; width=&#8221;\u201d115px\u201d&#8221; width_tablet=&#8221;\u201d\u201d&#8221; width_phone=&#8221;\u201d74px\u201d&#8221; width_last_edited=&#8221;\u201don|phone\u201d&#8221; custom_margin=&#8221;\u201d||-1px|||\u201d&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; text_letter_spacing=&#8221;\u201d1px\u201d&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; text_orientation=&#8221;\u201djustified\u201d&#8221; custom_margin=&#8221;\u201d|||30px|false|false\u201d&#8221; custom_margin_tablet=&#8221;\u201d|||0px|false|false\u201d&#8221; custom_margin_phone=&#8221;\u201d|||0px|false|false\u201d&#8221; custom_margin_last_edited=&#8221;\u201don|tablet\u201d&#8221; global_colors_info=&#8221;{}&#8221;]<li>An add-on which would forecast the data based on the pre-defined parameters set. This would be used for reporting purpose, so that companies can predict\/analyze what kind of impacts it can have on their business continuity.\n<\/li>\n<li>This is specifically aimed at sales module of Dynamics 365 \u2013 for calculation of Cash Flow impact, Marketing\/Sales impact.<\/li>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; header_2_text_color=&#8221;\u201d#36517a\u201d&#8221; header_2_font_size=&#8221;\u201d35px\u201d&#8221; background_size=&#8221;\u201dinitial\u201d&#8221; background_position=&#8221;\u201dtop_left\u201d&#8221; width=&#8221;\u201d100%\u201d&#8221; max_width=&#8221;\u201d100%\u201d&#8221; custom_margin=&#8221;\u201d||10px|||\u201d&#8221; global_colors_info=&#8221;{}&#8221;]<h3><span class=\"ez-toc-section\" id=\"Benefits\"><\/span>Benefits<span class=\"ez-toc-section-end\"><\/span><\/h3>[\/et_pb_text][et_pb_divider show_divider=&#8221;off&#8221; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.16&#8243; width=&#8221;\u201d111px\u201d&#8221; width_tablet=&#8221;\u201d\u201d&#8221; width_phone=&#8221;\u201d70px\u201d&#8221; width_last_edited=&#8221;\u201don|desktop\u201d&#8221; custom_margin=&#8221;\u201d||-1px|||\u201d&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; text_letter_spacing=&#8221;\u201d1px\u201d&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; text_orientation=&#8221;\u201djustified\u201d&#8221; custom_margin=&#8221;\u201d|||30px|false|false\u201d&#8221; custom_margin_tablet=&#8221;\u201d|||0px|false|false\u201d&#8221; custom_margin_phone=&#8221;\u201d|||0px|false|false\u201d&#8221; custom_margin_last_edited=&#8221;\u201don|tablet\u201d&#8221; global_colors_info=&#8221;{}&#8221;]<li>A custom entity needs to be created to capture the forecast entity and type as below:<\/i>\n<li>Based on the forecast type and entity, the forecast report will run against defined parameters.<\/li>[\/et_pb_text][et_pb_image src=&#8221;\u201dhttp:\/\/183.82.96.65:3302\/osm-stg-website\/wp-content\/uploads\/2020\/09\/Post-Forecast365-purpose.png\u201d&#8221; align=&#8221;\u201dcenter\u201d&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.16&#8243; animation_style=&#8221;slide&#8221; animation_direction=&#8221;left&#8221; animation_duration=&#8221;500ms&#8221; animation_intensity_slide=&#8221;10%&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;\u201d4_4\u2033&#8221; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;\u201d4_4\u2033&#8221; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; header_2_text_color=&#8221;\u201d#36517a\u201d&#8221; header_2_font_size=&#8221;\u201d35px\u201d&#8221; background_size=&#8221;\u201dinitial\u201d&#8221; background_position=&#8221;\u201dtop_left\u201d&#8221; width=&#8221;\u201d100%\u201d&#8221; max_width=&#8221;\u201d100%\u201d&#8221; custom_margin=&#8221;\u201d||10px|||\u201d&#8221; global_colors_info=&#8221;{}&#8221;]<h3><span class=\"ez-toc-section\" id=\"Possible_Solutions\"><\/span>Possible Solutions<span class=\"ez-toc-section-end\"><\/span><\/h3>[\/et_pb_text][et_pb_divider show_divider=&#8221;off&#8221; disabled_on=&#8221;on|on|off&#8221; _builder_version=&#8221;4.16&#8243; width=&#8221;\u201d256px\u201d&#8221; width_tablet=&#8221;\u201d\u201d&#8221; width_phone=&#8221;\u201d163px\u201d&#8221; width_last_edited=&#8221;\u201don|phone\u201d&#8221; custom_margin=&#8221;\u201d||-1px|||\u201d&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.16&#8243; text_letter_spacing=&#8221;\u201d1px\u201d&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; text_orientation=&#8221;\u201djustified\u201d&#8221; custom_margin=&#8221;\u201d|||30px|false|false\u201d&#8221; custom_margin_tablet=&#8221;\u201d|||0px|false|false\u201d&#8221; custom_margin_phone=&#8221;\u201d|||0px|false|false\u201d&#8221; custom_margin_last_edited=&#8221;\u201don|tablet\u201d&#8221; global_colors_info=&#8221;{}&#8221;]<ul>\n<li>As this relates to forecasting data, it would mainly involve Artificial Intelligence (AI) if users allow the data to be moved into Azure\/our server to do this forecasting with a set of algorithms.<\/li>\n<li>But as this has to reside within CRM and data has to be given out dynamically at run-time, there are 3 approaches which probably suits the need<\/li>\n<\/ul>\n<ul>\n<ol>\n<li>Using Power BI reports<\/li>\n<li>Creating custom SSRS reports within CRM<\/li>\n<li>Customizing entities and updating the custom fields so users can create any reports they need from within CRM \u00a0 \u00a0\u00a0\u00a0 itself<\/li>\n<li>here might be other solutions which Microsoft gives with Sales Hub (Forecasting Leads\/Opportunities) <span style=\"color: #cf3033;\"><em><a href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/configure-forecast\" style=\"color: #cf3033;\" target=\"_blank\" rel=\"noopener\">&nbsp;&nbsp;&nbsp;https:\/\/docs.microsoft.com\/en-us\/dynamics365\/sales-enterprise\/configure-forecast<\/a><\/em><\/span><\/li>\n<\/ol>\n<\/ul>[\/et_pb_text][et_pb_image src=&#8221;\u201dhttp:\/\/183.82.96.65:3302\/osm-stg-website\/wp-content\/uploads\/2020\/09\/Post-Forecast365-possible-solutions.&#8221; 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text_font=&#8221;\u201d||||||||\u201d&#8221; text_font_size=&#8221;\u201d17px\u201d&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;]<h3 style=\"text-align: center;\"><span class=\"ez-toc-section\" id=\"If_youd_like_to_find_out_more_about_Forecast365_get_in_touch_with_us_today\"><\/span>If you\u2019d like to find out more about Forecast365, get in touch with us today.<span class=\"ez-toc-section-end\"><\/span><\/h3>[\/et_pb_text][et_pb_button button_text=&#8221;\u201dContact&#8221; button_alignment=&#8221;\u201dcenter\u201d&#8221; _builder_version=&#8221;4.16&#8243; button_text_size=&#8221;\u201d16px\u201d&#8221; button_text_color=&#8221;\u201d#ffffff\u201d&#8221; button_bg_color=&#8221;\u201drgba(0,0,0,0.&#8221; button_border_width=&#8221;\u201d0px\u201d&#8221; button_border_radius=&#8221;\u201d0px\u201d&#8221; button_font=&#8221;\u201d|600|||||||\u201d&#8221; global_colors_info=&#8221;{}&#8221; 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This would be used for reporting purpose, so that companies can predict\/analyze what kind of impacts it can have on their business continuity. This is specifically aimed at sales module of Dynamics 365 \u2013 for calculation of Cash Flow impact, Marketing\/Sales impact.BenefitsA [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":6,"comment_status":"closed","ping_status":"open","sticky":false,"template":"custom-template","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"1080","_lmt_disableupdate":"","_lmt_disable":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-5","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-forecast365"],"modified_by":null,"jetpack_featured_media_url":"https:\/\/staging.osmosys.co\/uk\/wp-content\/uploads\/sites\/13\/2022\/12\/forecast365-latest-dakbg.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/posts\/5","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/comments?post=5"}],"version-history":[{"count":9,"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/posts\/5\/revisions"}],"predecessor-version":[{"id":2612,"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/posts\/5\/revisions\/2612"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/media\/6"}],"wp:attachment":[{"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/media?parent=5"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/categories?post=5"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/tags?post=5"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}