A company uses Dynamics 365 Sales. You need to create a forecast in Dynamics 365 Sales so that the sales director will be able to predict upcoming sales revenue. Which standard record type is used to

The correct answer is D. Opportunity. In Dynamics 365 Sales, forecasts are built on Opportunity records. An opportunity represents a qualified potential deal with an associated estimated revenue, close date, and probability - exactly the data needed for a sales director to predict upcoming revenue. Forecast configura

Submitted by jian89· Apr 18, 2026Describe Dynamics 365 Sales

Question

A company uses Dynamics 365 Sales. You need to create a forecast in Dynamics 365 Sales so that the sales director will be able to predict upcoming sales revenue. Which standard record type is used to create the forecast?

Options

AAccount
BLead
CQuote
DOpportunity

How the community answered

(57 responses)

A
2% (1)
B
2% (1)
C
5% (3)
D
91% (52)

Explanation

In Dynamics 365 Sales, forecasts are built on Opportunity records. An opportunity represents a qualified potential deal with an associated estimated revenue, close date, and probability - exactly the data needed for a sales director to predict upcoming revenue. Forecast configurations roll up opportunity revenue fields (such as Estimated Revenue or Pipeline) through the sales hierarchy. Accounts (A) are company records without inherent revenue pipeline data. Leads (B) are unqualified prospects and are not used in forecasting. Quotes (C) are formal pricing documents and are not the standard basis for forecasting in Dynamics 365 Sales.

Topics

#Sales Forecasting#Opportunity Management#Dynamics 365 Sales#Revenue Prediction

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