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The new opportunity pipeline view in Microsoft Dynamics 365 CRM
1 August 2023
Microsoft have implemented a wonderful new visual or graphic on Opportunities called a Pipeline View.
This blog explores how this looks and how it can work for you and your team.
How does it work?
1. Navigate to Opportunities and select the view you are interested in. E.g., My Open Opportunities or All Opportunities.
2. Then select the Pipeline view from the ribbon.
TIP: Select the Read Only Grid if you want to flip back to the default view.
The pipeline view has 3 areas (see arrows in the first image above):
- A row of metrics at the top.
- A graph or chart showing Opportunity on a timeline.
- Editable grid or list of Opportunities as per your selected view.
All calculations and graphics are based on the view and any filter criteria that you have applied to this view.
Let’s explore these areas in more detail.
The values displayed here have a standard calculation based on Estimated Revenue and the status of Open, Lost or Won.
You can amend or add to this list of metrics. Simply click on the Combo icon (right hand side) and select edit metrics. Each metrics can be edited, deleted or you can add a new one.
The dot size is relative to the Estimated Revenue, colour depicts pipeline phase as per the key below and displayed on the timeline against either Estimated Close or Actual Close dates (as appropriate for the Opportunity status).
Hovering over or clicking on a dot will give more information on each Opportunity. You can even open the full Opportunity form, by using the fly-out icon on the mini form displayed on the right.
3. Editable grid
The editable grid allows you to amend the Opportunity information (Open Opportunities only) on the grid without having to open the individual record in a form.
NOTE: However, this comes with a health warning. This will not apply to any form formatting, such as locking fields, updating/calculating automatically from user actions.
Microsoft have various help pages on this topic, if you would like to explore further.
Microsoft Dynamics 365 CRM
Deliver dynamic insights to transform your sales team and build lasting customer relationships.
Microsoft Dynamics 365 CRM is a comprehensive customer relationship management software, used by small medium & enterprise sized businesses, to give you and your team the power to drive sales growth.
Connect your sales, marketing, and service teams with Microsoft 365 CRM – breaking down any data silos.
Dynamics 365 CRM offers a choice of role-based CRM modules: sales, marketing, customer service & field service – simply choose which modules are needed for your business.
This progressive technology helps you to:
- Generate insights
- Analyse performance
- Attract new customers
- Retain existing customers
Speak to a member of the GCC team to find out more.