Sales forecasting APIs

As a developer, use this reference documentation to define custom actions for manual forecasting.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles System customizer
More information: Predefined security roles for Sales

Supported custom actions

The following custom action is used for forecasting:

  • msdyn_ForecastApi: Enables you to perform various actions to retrieve and update forecasting data. More information: msdyn_ForecastApi action

See also

Project accurate revenue with sales forecasting