Dynamics Community Forum Thread Details

Alter Sales Pipeline Structure - Where?

It's been a few years since I've had to make any changes to the Sales Hub for the sales team so I'm having issues navigating. The sales team wants to restructure the sales pipeline to match their processes but I have no idea where to find the area to make said changes.

Is there another app that I need to use to accomplish this? Any guidance would be much appreciated.

When a client changes their domain, it can have implications for their Dynamics 365 Sales environment. Here are some things to consider and steps to take:

1. Update the URLs: After the domain change, the URLs for accessing Dynamics 365 Sales will also change. You will need to update the URLs in any bookmarks, shortcuts, or custom configurations that your client uses to access the system.

2. Check for third-party integrations: If your client has any third-party integrations set up with Dynamics 365 Sales, such as with a marketing automation platform or a customer service tool, you will need to ensure that the domain change does not impact these integrations. You may need to update the settings or configurations for these integrations to reflect the new domain.

3. Update DNS records: The client will need to update their DNS records to point to the new domain. This can take some time to propagate, so be sure to allow for a sufficient amount of time for the changes to take effect.

4. Review security settings: The domain change may impact any security settings or policies that have been configured for the Dynamics 365 Sales environment. You will need to review these settings to ensure that they are still effective and provide the appropriate level of protection.

5. Test thoroughly: Before the client starts using the updated Dynamics 365 Sales environment, it is important to thoroughly test all functionality and integrations to ensure that everything is working as expected.

By taking these steps, you can help ensure a smooth transition for your client as they change domains and update their Dynamics 365 Sales environment.

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