Microsoft Dynamics Integration

Forecast Management for Dynamics 365 CRM

Develop detailed sales forecasts to support the sales and operations planning (S&OP) process.
Forecast Management for Dynamics 365
Product Solutions
Strengthen Sales Forecasts
Armanino’s Forecast Management solution for Microsoft Dynamics 365 and Microsoft Dynamics CRM is a robust tool that enables sales executives and operations teams to combine the sales pipeline of new business with sales forecasts of current customers and sales wins for stronger forecasting.


Improve Sales Planning

The solution also provides a view into the actual revenue and net for billings, bookings and backlog. You save time, increase accuracy and reduce excess inventory from poor planning.

Forecast Management for Microsoft Dynamics CRM


  • Spread the value of an opportunity over an extended period to provide accurate forecasting
  • Compare forecasted amounts from CRM with actual delivered amounts from ERP
  • Slice data as needed and filter for desired content with real-time forecasting
  • Utilize dashboards to show detailed lists of itemized forecast numbers
  • Streamline and automate the entire forecasting process
  • Forecast by customer, product, opportunity, territory, direct vs. channel, and much more 
Forecast Management for Dynamics 365 Budget
Budget-to-forecast analysis and comparisons
Forecast Management for Dynamics 365 Direct View
Direct & distributor views of sales for a global forecast
Forecast Management for Dynamics 365 Visibility
Visibility of distribution inventory and sell-through
Forecast Management for Dynamics 365 Forecast
Forecast-to-actual revenue accuracy measurement
Forecast Management for Dynamics 365 Forecasting
Top-down or bottom-up forecasting
Forecast Management for Dynamics 365 Manager Override
Manager override capabilities

Organizations often struggle with taking information from CRM and putting it into a forecasting tool, so we created the Forecast Management for Dynamics 365 solution. It can combine information from CRM and actual numbers from your ERP program.

In-line grid editing allows users to edit various data, such as product or price point, and forecast monthly costs. You can then utilize the power of your current forecasting tool to leverage data from the Forecast Management solution, to check net sales, billings and revenue. Additionally, sales leaders can access rich, interactive, drillable representations of sales forecasts displayed in graphs and charts to support a wide variety of complex forecasting needs.

Microsoft Dynamics CRM - Forecast Mangagement Example
Forecast Management Screenshot
Microsoft Dynamics CRM - Forecast Mangagement Budget vs Actuals Screenshot
Budget vs Actuals Screenshot
Microsoft Dynamics CRM - Forecast Mangagement Forecast Pivot Example
Forecast Pivot Screenshot
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