Managing your sales pipeline effectively in Microsoft Dynamics 365 Sales is key to driving revenue. There are three different ways to view opportunities in Dynamics 365: Grid View, Pipeline View, and Focus View. Grid View is a list-based view that allows for quick access to opportunities and provides sorting, filtering, and natural language search capabilities. Pipeline View provides visual insights into deals with a bubble chart and sales funnel, making it ideal for sales managers. Focus View is a task-oriented management view that enhances productivity with a split-screen layout and quick navigation between records. Each view serves a unique purpose, and the choice depends on the user's role and needs.
Login now to access my digest by 365.Training