{How to} set opportunity pipeline view in Dynamics 365 Sales Hub

Hello Everyone,

Today I am going to show how to set Opportunity Pipeline View in Dynamics 365 Sales Hub.

Login into Dynamics 365 Sales Hub.

Click on Opportunity Pipeline and you will get the Opportunity pipeline view.

Opportunity Pipeline view: 

Empower your team by helping them keep track of their opprotunities with a comprehensive view of their deal landscape and a collection of productivity tools.

You can set the default form for side panel as it show up in the side panel, Adminstrators can set a default form for the side panel,but sellers can still choose between other forms within the side panel as required.

Opportunity, Field Service Information, AI for Sales, LinkedIn Integration, SOS, Opportunity Project Information.

Set default metrics for sellers:

Customise metrics and set as default, with this capability admins can define a new metric or modify an existing one and make it default on the pipeline view for everyone, However, seller retain the ability to modify metrics according to their individual requirements.

Mange charts : charts to include and customize the settings.

Deal trackers, Sales Funnel.

Publish all the settings.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

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