MB-280 practice question 10 of 25

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution…

Choose your answer, then check it against the explanation.

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution. Determine whether the solution meets the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution. After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen. You configure forecasts for a clothing manufacturer. A salesperson updates an opportunity and wants to refresh the forecast You need to show the salesperson how to refresh the forecast. Solution: Update the Opportunity Forecast Category Mapping process. Does this meet the goal?

Answer options

Correct Answer:

Explanation

Correct:

* Recalculate the forecast

Incorrect:

* Recalculate the opportunity.

* Update the Opportunity Forecast Category Mapping process.

Open the Opportunity Forecast Category Mapping Process workflow. You can customize or deactivate

the workflow according to your organization's requirements.

Note:

Example of forecast recalculation methods

Let's understand the different methods with an example. Consider a scenario where you have a

forecast with 4 quarterly periods and an annual period. Assume that you're currently in Q4. The

following table shows when and how the forecast data is updated for different scenarios and periods.

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Dynamics 365 Sales, Recalculate forecasts manually

You want the forecast data to be up-to-date to make informed decisions. Forecast data is

automatically recalculated at regular intervals. However, you can trigger a manual recalculation

when you want to recalculate the forecast data immediately. You can also trigger a manual

recalculation for past and future periods as they aren't automatically recalculated.

Recalculate and refresh forecast data manually

1. Open the forecast. Verify the Last updated timestamp on the command bar to know when the

forecast was last recalculated successfully.

2. Select Recalculate data.

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A notification appears at the top of the screen, confirming the recalculation. Recalculation happens

in the background, and you can continue to work while recalculation is in progress.

3. After the application recalculates the forecast data, a notification appears to refresh the data. On

the notification, select Refresh page.

Reference:

https://learn.microsoft.com/en-us/dynamics365/sales/keep-forecast-data-up-to-date

https://learn.microsoft.com/en-us/dynamics365/sales/forecast-recalculation-methods

https://learn.microsoft.com/en-us/dynamics365/sales/configure-forecast

Question 10 of 25

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