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Show Opportunity Pipeline view(Deal Manager Workspace) to particular security roles

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Posted on by Prashant Wani

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Hello Folks,

Can we show Opportunity Pipeline View(formerly known as Deal Manager Workspace) for particular security roles in CRM App?

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Leads or Opportunities

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Mohamed GRAIB 2,498 Super User 2024 Season 2 on at

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Show Opportunity Pipeline view(Deal Manager Workspace) to particular security roles

Hi Prashant Wani,

Yes that exist the sales manager security role, or the salespearson role.

You can also follow this link :

https://learn.microsoft.com/en-us/dynamics365/sales/use-opportunity-pipeline-view

Please mark the answer as verified if that's answer to your question.

Best regards,

Mohamed GRAIB

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