Configure and Customize the Opportunity Pipeline view in Dynamics 365


The Opportunity Pipeline View in Microsoft Dynamics 365 allows sellers to visualize and quickly find records based on the current pipeline phase. To configure or customize the view, go to Sales Hub, change the area to App Settings, and select Opportunity Pipeline view under General Settings. You can also set the Pipeline view as the default view and customize the default form for the side panel. Additionally, you can set default metrics for sellers and customize charts like the Deal tracker and Sales funnel. The Pipeline view helps sellers organize and update information easily.


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