Using The Pipeline View To Manage Your Opportunities
The article discusses how to use the Pipeline View in Dynamics 365 to manage opportunities. The author explains that the Pipeline View is an out-of-the-box control that can be added to any view in Dynamics 365. They provide step-by-step instructions on how to switch to the Pipeline View and explore its features, such as the bubble chart, metrics, and side panel form. The author also explains how to customize the metrics shown in the Pipeline View and how to add the Pipeline View to other views. They note that the Pipeline View is not available for leads, but the side panel functionality still works. Overall, the article provides a comprehensive guide to using the Pipeline View in Dynamics 365.
Article 12m
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