Enhancements to ‘Focused View’ and its usage within Dynamics 365

The concept of a "Focused View" is a game-changer in lead management for sales and marketing. By defaulting to the focused view, users experience a streamlined workflow, efficient task completion, enhanced user experience, and improved decision-making. The latest update allows users to set the lead entity's default view to the focused view, choose multiple records, execute actions for individual and multiple records, and remember user preferences. Administrators can also enable and default the focused view for specific entities. Overall, leveraging the focused view as the default setting can lead to improved efficiency, user experience, adoption, and decision-making capabilities in lead management.

Article 13m Microsoft Dynamics 365 CRM Tips and Tricks

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