{"id":37526,"date":"2024-03-01T15:02:22","date_gmt":"2024-03-01T09:32:22","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=37526"},"modified":"2024-03-01T15:02:22","modified_gmt":"2024-03-01T09:32:22","slug":"group-opportunities-for-better-analysis-by-aggregating-the-numeric-fields-in-dynamics-365-sales","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2024\/03\/group-opportunities-for-better-analysis-by-aggregating-the-numeric-fields-in-dynamics-365-sales\/","title":{"rendered":"Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales"},"content":{"rendered":"<h2 style=\"text-align: justify;\"><strong>Introduction<\/strong><\/h2>\n<p style=\"text-align: justify;\">The <strong>Pipeline<\/strong> feature in Dynamics 365 Sales is designed to improve the management of <strong>Opportunities<\/strong>, providing a more efficient approach for both managers and salespersons. This feature allows users to have a clear understanding of their entire deals in the pipeline, enabling quicker comprehension of relevant information and facilitating prompt decision-making. Additionally, the new enhancement enables users to group opportunities based on specific criteria and aggregation of numeric values such as Estimated revenue of opportunity, allowing for a more customized and organized view of their sales data.<\/p>\n<h3 style=\"text-align: justify;\"><strong>Business use Case<\/strong><\/h3>\n<p style=\"text-align: justify;\">Suppose, you notice that there are a large number of opportunities in your table. Out of them, some are smaller deals with a local business like A Datum Fabrication and another is a larger contract with a multinational corporation like Contoso Electronics. By utilizing this new feature, you can discover that multinational deals have much higher estimated revenue compared to local business deals.<\/p>\n<p style=\"text-align: justify;\">So, you can now prioritize your efforts and resources towards the multinational deals, as it has a greater impact on the overall profits of the company as compared to the other small deals. This allows you to focus more of your team on opportunities that are more beneficial for your company&#8217;s profit.<\/p>\n<h3 style=\"text-align: justify;\"><strong>Configuration<\/strong><\/h3>\n<ul style=\"text-align: justify;\">\n<li>Navigate to <strong>Sales Hub \u2192<\/strong>\u00a0<strong>Opportunity<\/strong> Entity from sitemap.<\/li>\n<li>Move to the Ribbon bar <strong>\u2192<\/strong> click on the dropdown arrow of the <strong>Show as<\/strong> button and the <strong>Pipeline view<\/strong> button will be displayed <strong>\u2192<\/strong> click on the <strong>Pipeline view<\/strong> button as shown in the below screenshot.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-1.jpeg\"><img decoding=\"async\" class=\"alignnone wp-image-37527 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-1.jpeg\" alt=\"Dynamics 365 Sales\" width=\"1871\" height=\"837\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-1.jpeg 1871w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-1-300x134.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-1-1024x458.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-1-768x344.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-1-1536x687.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-1-660x295.jpeg 660w\" sizes=\"(max-width: 1871px) 100vw, 1871px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">After clicking on the Pipeline view, the interface will be as shown in the screenshot below.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-2.jpeg\"><img decoding=\"async\" class=\"alignnone wp-image-37528 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-2.jpeg\" alt=\"Dynamics 365 Sales \" width=\"1854\" height=\"833\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-2.jpeg 1854w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-2-300x135.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-2-1024x460.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-2-768x345.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-2-1536x690.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-2-660x297.jpeg 660w\" sizes=\"(max-width: 1854px) 100vw, 1854px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Here, Opportunities are by default summarized with<strong> Total Deals,<\/strong> <strong>Pipeline Value, Number of deals in the Pipeline, Won Amount<\/strong>, <strong>Number of Owned deals<\/strong>, Lost<strong> Amount, <\/strong>etc.<\/p>\n<ul style=\"text-align: justify;\">\n<li>Also, the user can see more summarized information fields by clicking on these <strong>\u201c&lt;\u201d <\/strong>&amp;<strong> \u201c&gt;\u201d<\/strong> arrow symbols as shown in the below screenshot.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-3.jpeg\"><img decoding=\"async\" class=\"alignnone wp-image-37529 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-3.jpeg\" alt=\"Dynamics 365 Sales\" width=\"1857\" height=\"835\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-3.jpeg 1857w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-3-300x135.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-3-1024x460.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-3-768x345.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-3-1536x691.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-3-660x297.jpeg 660w\" sizes=\"(max-width: 1857px) 100vw, 1857px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">You can modify this information as per your requirement from the editable grid as described below.<\/p>\n<ul style=\"text-align: justify;\">\n<li>Navigate to the <strong>List <\/strong>button and then click on the <strong>Edit metrics <\/strong>button as shown in the screenshot.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-4.jpeg\"><img decoding=\"async\" class=\"alignnone wp-image-37530 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-4.jpeg\" alt=\"Dynamics 365 Sales\" width=\"1862\" height=\"833\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-4.jpeg 1862w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-4-300x134.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-4-1024x458.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-4-768x344.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-4-1536x687.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-4-660x295.jpeg 660w\" sizes=\"(max-width: 1862px) 100vw, 1862px\" \/><\/a><\/p>\n<ul style=\"text-align: justify;\">\n<li>After clicking on the &#8216;Edit Metrics&#8217; button, the highlighted area below will open.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-5.jpeg\"><img decoding=\"async\" class=\"alignnone wp-image-37531 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-5.jpeg\" alt=\"Dynamics 365 Sales\" width=\"1919\" height=\"831\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-5.jpeg 1919w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-5-300x130.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-5-1024x443.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-5-768x333.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-5-1536x665.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-5-660x286.jpeg 660w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/><\/a><\/p>\n<ul style=\"text-align: justify;\">\n<li>From here you can <strong>create, edit, remove, and delete<\/strong> Metric fields as per your requirement. So, to create a new Metric field \u2192 click on the <strong>Create Metric<\/strong> button, for Editing existing Metric <strong>\u2192<\/strong> click on the <strong>Edit icon<\/strong>, and remove the existing Metric <strong>\u2192<\/strong> untick the <strong>Checkbox<\/strong>, to delete the existing Metric <strong>\u2192<\/strong> click on the <strong>Delete<\/strong> icon, as shown in below screenshot.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-6.jpeg\"><img decoding=\"async\" class=\"alignnone wp-image-37532 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-6.jpeg\" alt=\"Dynamics 365 Sales\" width=\"1919\" height=\"835\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-6.jpeg 1919w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-6-300x131.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-6-1024x446.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-6-768x334.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-6-1536x668.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-6-660x287.jpeg 660w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Here we remove all default created Metric fields by clicking on the delete button and further will set new required metric fields as per our Business use case.<\/p>\n<p style=\"text-align: justify;\">As per the Business use case here we calculate the <strong>Estimated Revenue<\/strong> generated from Multinational client <strong>Contoso Electronics<\/strong> and Local client <strong>A Datum Fabrication<\/strong>.<\/p>\n<ol style=\"text-align: justify;\">\n<li>Click on the <strong>Create metric<\/strong> button.<\/li>\n<\/ol>\n<p style=\"text-align: justify;\">Then the form below will open, here fill in all required details as explained below.<\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Label<\/strong> &#8211; Provide an appropriate label name.<\/li>\n<li><strong>Description<\/strong> &#8211; Describe label name.<\/li>\n<li><strong>Entity<\/strong> \u2013 Opportunity entity gets auto-populated.<\/li>\n<li><strong>Field<\/strong> &#8211; Click on the dropdown arrow and choose the required field for the aggregate function.<\/li>\n<li style=\"text-align: left;\"><strong>Aggregation Function<\/strong> &#8211; Click on the dropdown arrow and choose the required functions such as <strong>Average, Sum, Min, Max, and Count<\/strong>. <a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-7.png\"><img decoding=\"async\" class=\"alignnone wp-image-37533 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-7.png\" alt=\"Dynamics 365 Sales \" width=\"1919\" height=\"753\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-7.png 1919w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-7-300x118.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-7-1024x402.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-7-768x301.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-7-1536x603.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-7-660x259.png 660w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/><\/a><\/li>\n<li>Scroll Down and click on the <strong>Add<\/strong> button and then on <strong>Add Group<\/strong> Button. <a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-8.png\"><img decoding=\"async\" class=\"alignleft wp-image-37538 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-8.png\" alt=\"Dynamics 365 Sales \" width=\"1919\" height=\"832\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-8.png 1919w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-8-300x130.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-8-1024x444.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-8-768x333.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-8-1536x666.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-8-660x286.png 660w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/><\/a><\/li>\n<li style=\"text-align: left;\">After Clicking on the Add Group button Below highlighted window will open. Select <strong>Account Equals Contoso Electronics <\/strong>and then click on <strong>Apply <a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-9.png\"><img decoding=\"async\" class=\"style= alignnone\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-9.png\" alt=\"Dynamics 365 Sales \" width=\"1916\" height=\"814\" \/><\/a><\/strong><\/li>\n<li style=\"text-align: left;\">Similarly, configure for Estimated revenue generated from <strong>A Datum Fabrication<\/strong> as shown below. <a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-10.png\"><img decoding=\"async\" class=\"alignnone wp-image-37540 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-10.png\" alt=\"Dynamics 365 Sales\" width=\"1919\" height=\"832\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-10.png 1919w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-10-300x130.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-10-1024x444.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-10-768x333.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-10-1536x666.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-10-660x286.png 660w\" sizes=\"(max-width: 1919px) 100vw, 1919px\" \/><\/a><\/li>\n<li style=\"text-align: left;\">After clicking on the <strong>Apply<\/strong> button created metric field will be displayed as shown below. <a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-11.jpeg\"><img decoding=\"async\" class=\"alignnone wp-image-37534 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-11.jpeg\" alt=\"Dynamics 365 Sales\" width=\"1916\" height=\"838\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-11.jpeg 1916w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-11-300x131.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-11-1024x448.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-11-768x336.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-11-1536x672.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-11-660x289.jpeg 660w\" sizes=\"(max-width: 1916px) 100vw, 1916px\" \/><\/a><\/li>\n<li style=\"text-align: left;\">The two Metric fields created above will be shown on the Information bar as seen in the below screenshot. <a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-12.jpeg\"><img decoding=\"async\" class=\"alignnone wp-image-37535 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-12.jpeg\" alt=\"Dynamics 365 Sales \" width=\"1856\" height=\"835\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-12.jpeg 1856w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-12-300x135.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-12-1024x461.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-12-768x346.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-12-1536x691.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-12-660x297.jpeg 660w\" sizes=\"(max-width: 1856px) 100vw, 1856px\" \/><\/a><\/li>\n<\/ul>\n<p style=\"text-align: justify;\">However, users can see the opportunities of <strong>Contoso Electronics<\/strong> in the group by clicking on <strong>Estimated Revenue Generated from Contoso Electronics <\/strong>as shown in the below screenshot.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-13.jpeg\"><img decoding=\"async\" class=\"alignnone wp-image-37536 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-13.jpeg\" alt=\"Dynamics 365 Sales \" width=\"1859\" height=\"835\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-13.jpeg 1859w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-13-300x135.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-13-1024x460.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-13-768x345.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-13-1536x690.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-13-660x296.jpeg 660w\" sizes=\"(max-width: 1859px) 100vw, 1859px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Similarly, users can also see the opportunities of <strong>A Datum Fabrication<\/strong> in a group by clicking on <strong>Estimated Revenue Generated from<\/strong> <strong>A Datum Fabrication <\/strong>as seen below.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-14.jpeg\"><img decoding=\"async\" class=\"alignnone wp-image-37537 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-14.jpeg\" alt=\"Dynamics 365 Sales \" width=\"1857\" height=\"834\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-14.jpeg 1857w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-14-300x135.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-14-1024x460.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-14-768x345.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-14-1536x690.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Dynamics-365-Sales-14-660x296.jpeg 660w\" sizes=\"(max-width: 1857px) 100vw, 1857px\" \/><\/a><\/p>\n<h2 style=\"text-align: justify;\"><strong>Conclusion<\/strong><\/h2>\n<p style=\"text-align: justify;\">This helps with a strategic focus on the opportunities that earn significantly more profits for the organization. It provides a quick overview of financial data on the dashboard, allowing for optimized resource allocation and informed decision-making for maximum financial impact to the organization.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/components\/kanban-board-dynamics-365-crm\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-37203 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/01\/Kanban-Board.gif\" alt=\"Kanban Board\" width=\"800\" height=\"200\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction The Pipeline feature in Dynamics 365 Sales is designed to improve the management of Opportunities, providing a more efficient approach for both managers and salespersons. This feature allows users to have a clear understanding of their entire deals in the pipeline, enabling quicker comprehension of relevant information and facilitating prompt decision-making. Additionally, the new\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2024\/03\/group-opportunities-for-better-analysis-by-aggregating-the-numeric-fields-in-dynamics-365-sales\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,50],"tags":[575],"class_list":["post-37526","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-sales-2","tag-dynamics-365-sales"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/37526","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=37526"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/37526\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=37526"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=37526"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=37526"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}