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Clone an existing forecast

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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 - - Apr 1, 2021

Business value

Forecast admins can quickly replicate activated forecast configurations as drafts. This significantly reduces the pain of starting from the beginning whenever making updates to an existing forecast configuration or building forecasts for a coming period.

Feature details

The following capabilities are now available: Active, inactive, or draft forecasts can be duplicated by admin users. Duplicate forecasts are created in a draft state.

Configuration page

Clone control

See also

Clone a forecast (docs)