Custom fiscal period support

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	Early access	General availability
Admins, makers, marketers, or analysts, automatically	Feb 5, 2021	-	Apr 1, 2021

Business value

Organizations run their business operations in adherence to specific calendar periods to optimize for their success in the market. In addition, certain calendar templates are designed to allow standardized comparisons of performance from period to period. With the custom fiscal calendar support feature, forecast managers now have an extended capability to select a custom fiscal period to match that of their business, including broadcast, 4-4-5, and 3-3-3-4.

Feature details

The following capabilities are now available:

• Forecast periods according to the following standard templates: Gregorian calendar, broadcast, 4-4-5, 4-5-4, 5-4-4, 3-3-3-4, 3-3-4-3, 3-4-3-3, 4-3-3-3
• Forecast managers can add an extra week at the end of any period to account for leap years.

See also

Advanced scheduling (docs)