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