Improved snapshot experience

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users, automatically Aug 3, 2020 Oct 23, 2020

Business value

Snapshots allow organizations to keep track of ever-changing forecasts to ensure accountability in their teams. With a redesign of the snapshot experience, there won't be a need to manually take snapshots.

Feature details

  • Enable daily snapshots from within the forecast configuration.

    Note: Labeled snapshots will be removed.

  • Provide a new experience for selecting and comparing snapshots by using a calendar control.

See also

Analyze deals flows between snapshots (docs)