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Pipeline View for Opportunities
Dynamics 365
Mar 31, 2023 12:00 PM

Pipeline View for Opportunities

by HubSite 365 about Heidi Neuhauser [MVP]

Microsoft MVP | User Adoption, Dynamics 365 + Power Platform Expert at Reenhanced

Citizen DeveloperDynamics 365M365 Hot News

A quick 90-second review of the new release features: Pipeline View for Opportunities, available in early release today for Dynamics 365 for Sales.

A quick 90-second review of the new release features: Pipeline View for Opportunities, available in early release today for Dynamics 365 for Sales.

Pipeline View for Opportunities is a feature in Salesforce that provides an interactive, visual representation of an Opportunity pipeline. It allows users to identify trends, monitor progress, and gain insights into opportunities in a given period of time. The Pipeline View for Opportunities feature allows users to view the amount of money allocated to each stage of the opportunity pipeline, the age of each opportunity, the forecast category assigned to each opportunity, the probability of closing each opportunity, and the amount of time each opportunity has been in a particular stage. This feature provides a powerful tool for users to better understand their pipeline and take appropriate actions.

Feb 7, 2023 — The opportunity pipeline view (formerly known as deal manager) helps you visualize the opportunities in your pipeline, and prioritize and ...

The Pipeline View is one of the simplest, yet most actionable reporting tools for sales teams. It addresses both the needs of an individual sales rep, ...

To access your Pipeline View, click the Opportunities section in the left hand navigation bar, then click Pipeline View in the upper right corner.

The opportunity pipeline is a real-time view of an organization's current sales activities. It is based on opportunities only. Leads are not included in the ...