In this post, we will take a look at opportunity numbers such as total amount, estimated revenue, actual revenue and budget amount in Dynamics 365.
Let’s create a new opportunity with a budget amount of $2000:
In Advanced Find, for this opportunity we see the budget amount is populated:
Add a product to the opportunity with an estimated amount of $100:
We see the total amount is now $100:
Update Estimated Revenue to $200:
This is now updated:
Add discount to product line:
The total amount is now reduced with the discount:
Close the opportunity. The actual revenue defaults to $200:
Change to $150:
Actual Revenue is set to $150:
Keep learning. Keep building.
Explore AI, agents & Microsoft technology.
I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.
Subscribe on YouTube →Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert