Override column headers in the forecast grid
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 |
---|---|---|---|
Users by admins, makers, or analysts | Feb 13, 2023 | - | - |
Business value
Sales managers and sellers use forecasting tools to review their pipelines and make adjustments to meet or exceed their quotas. By overriding the column headers in the forecast grid, administrators can add descriptions, tooltips, and translations to the column headers. This customization helps your sales team understand the data more effectively and eventually helps them make better and more informed decisions.
Feature details
As an administrator, you can create a custom control with descriptions, tooltips, and localized resource files, and import the control while configuring the forecast.
As a sales manager or seller, you can view the customized column headers in the forecast grid with additional descriptions, tooltips, translations.