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Managing your sales pipeline effectively in Microsoft Dynamics 365 Sales is key to driving revenue. But did you know there are three different ways to view opportunities in Dynamics 365? Each view provides a unique perspective, helping sales teams track progress, prioritize deals, and stay organized.
In our latest video, we explore the 3 different ways to view opportunities in Dynamics 365:
1. First way to view Opportunities: Grid View (Read-Only Grid)
This list-based view is perfect for users who need quick access to opportunities. With grid views, you can:
Sort by columns (e.g., close date, revenue)
Apply filters for more precise data
Use natural language search (if enabled) to find records faster
2. Second way to view Opportunities: Pipeline View (Deal Tracker & Sales Funnel)
The pipeline view provides visual insights into your deals:
The Deal Tracker bubble chart shows opportunity size, stage, and estimated close date
The Sales Funnel categorizes deals by sales stage for a high-level overview
Ideal for managers tracking sales performance and prioritizing large deals
3. Third way to view Opportunities: Focus View (Task-Oriented Management)
The focus view was introduced in 2023-2024. The focus view enhances productivity with:
A split-screen layout showing opportunities and related tasks
Quick navigation between records
Insights into past and upcoming activities for each opportunity
Which View Is Right for You?
Each of these views serves a unique purpose:
Sales reps – Grid View for quick list access
Sales managers – Pipeline View for tracking revenue and deal flow
Task-driven users – Focus View for managing follow-ups efficiently
Which opportunity view do you find most useful in Dynamics 365 Sales—Grid View, Pipeline View, or Focus View? Let us know in the comments and share how it helps streamline your sales process!
Watch the full video to see these views in action:
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The post 3 Ways to View Opportunities in Dynamics 365 Sales appeared first on CRM Software Blog | Dynamics 365.
