Pinned by G2 as a common question
G2

I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?

I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?
1 comment
Looks like you’re not logged in.
Users need to be logged in to answer questions
Log In
Verified User
G2
IT Specialist | Fast Solutions Expert
0
To set up and customize your sales pipeline in Dynamics 365 Sales: Define Sales Stages: Go to Settings > Sales > Sales Process to set stages like "Lead," "Opportunity," "Proposal," and "Closed." Customize Opportunity Records: Modify fields in the Form Editor to track relevant information. Create Sales Process Flows: Go to Settings > Sales > Business Process Flows to tailor your sales phases. Set up Dashboards: Use customizable dashboards to monitor pipeline progress. Automate Actions: Set workflows or Power Automate triggers for pipeline updates. Assign Users: Automatically assign opportunities based on rules. For a more detailed guide, check Microsoft Learn..
Looks like you’re not logged in.
Users need to be logged in to write comments
Log In
Reply