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..
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