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After you've selected general properties and scheduled your forecast, define who can view, access, and share it.
Use the Permissions step to:
A forecast owner can view, share, and adjust the forecast. You can assign a user or a business unit (BU) as the owner.
In the Permissions step of the forecast configuration, use the Owner lookup field field to select who owns the forecast:
Use the following information to select the owner:
To assign ownership to all users in the BU, select an attribute of the business unit entity. For example, if you select Owning Business Unit as the owner of an account-based hierarchy, all users in the BU can view, share, and adjust forecasts for all accounts in the BU. The BU ownership is available only to hierarchy entities that have a BU relationship. By default, entities such as territory and product aren't connected to any BUs, and therefore can't be assigned BU ownership.
To assign ownership to a specific user, select an attribute of the user entity. For example, if you select the Created by user as the owner of an account-based hierarchy, users who created accounts will own the forecast for their respective accounts.
To assign ownership to a parent hierarchy, select Manager (user-based hierarchy) or Parent Business (BU-based hierarchy). For example, if you select Parent Business as the owner of a BU-based hierarchy, all users in the parent BU can view and update the forecasts of their child BU.
If you change the default value of the Owner lookup field field, the corresponding column is added to the forecast grid.
In the Additional security roles section, select an option to give access:
A message under the security roles gives more information about how the forecast security is applied, based on your selections.
By default, forecasts can't be shared. If you turn on forecast sharing, users can share only the forecasts that they own. For more information, see Who owns the forecast?
In the Share forecast section, select one of the following options:
When you've finished setting permissions, select Next.
There are a few possibilities:
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
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Configure forecasts in Dynamics 365 Sales - Training
Learn to configure forecasts in Dynamics 365 Sales.
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Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate - Certifications
Demonstrate how to configure a Microsoft Dynamics 365 for Field Service implementation to maximize tools and features available while managing a mobile work force.