When you import objects and fields from your Salesforce or Dynamics 356 CRM to your Revenue Attribution Report, you have the option for custom field selection for the Opportunity Amount and Opportunity Type fields.
Prerequisites
You must have Salesforce or Dynamics 365 connected to your Business Manager before you can view information in your Revenue Attribution Report. Learn more about the Revenue Attribution Report and how to connect your CRM.
Add custom opportunity fields in Business Manager
To add custom opportunity fields in Business Manager:
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Sign in to Business Manager.
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Click Settings in the left menu.
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In the App integration section, click the
Arrow icon next to your CRM name. -
In the Revenue attribution report settings section, click the Edit button in the upper-right corner.
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In the dialog, click the Opportunity amount value dropdown menu to select the relevant field from your CRM account.
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Optional: If available, click the Opportunity type(s) dropdown menu if you’d like to choose a subset of opportunity types. Please note, All is the default selection.
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Click the Update button.
Considerations when you update opportunity fields
When you make changes to the report, keep in mind:
- Changes may take up to 72 hours to show in the report. Access to the previous report will be unavailable during that time.
- If you select All for your opportunity type, your report will include opportunities with null or blank opportunity types. If you select a subset of opportunity types, then null or blank opportunity types are excluded.
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