{Step by Step} Opportunity Pipeline View in Dynamics 365
Opportunity Pipeline view in Dynamics 365 Sales allows sales teams to visualize, prioritize, and manage their opportunities effectively. It replaces the former 'deal manager' and offers interactive charts, key metrics, and an editable grid for inline editing of opportunities. To configure the Opportunity Pipeline view, users need to go to the Sales Hub app, navigate to the "App Settings," and open "Opportunity Pipeline View" under General settings. Administrators can customize the default bubble chart and manage charts to change the data visualization according to their organization's preferences. This feature enhances the sales experience and helps streamline sales processes in Dynamics 365.
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