Personalize Pipeline view in Dynamic 365
The article discusses how sellers can personalize the pipeline view in Microsoft Dynamics 365 to match their preferences and management style. This personalization allows sellers to prioritize follow-ups, analyze key metrics, and gain insights into the current status of deals within the pipeline. The article provides step-by-step instructions on how to personalize the pipeline view, including options to show the opportunity list or charts, personalize metrics, customize the side panel, personalize the opportunity grid, apply filters, and save personalization as a new view. The ability to personalize the pipeline view helps sellers organize opportunities and easily view and update information.
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