Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

Applications of Dynamics 365 Sales

(0) ShareShare
ReportReport
Posted on by 1,091

How can I use Dynamics 365 Sales to track and manage leads and opportunities?

  • Suggested answer
    Sayen Zhang Profile Picture
    Sayen Zhang on at
    RE: Applications of Dynamics 365 Sales

    Hi Shawn,

    Firstly, you should have the below license and role to track and manage lead and opportunity:

    pastedimage1681781956347v1.png

    1. Lead

        1) You can find your leads under Sales in the site map.

        pastedimage1681782207921v2.png

        2) See leads in dashboard

        On the command bar, select More commands icon, select Open Dashboards

        pastedimage1681782748397v6.png

        pastedimage1681782838877v7.png

        We can also select Dashboards under My work, choose leads view in dashboard that you want to track.

        pastedimage1681783349696v9.png

        3) See leads in view

         Select leads under Sales, choose list that you want to see.

        pastedimage1681782984762v8.png

    Here is a reference link: Create or edit leads in Dynamics 365 Sales | Microsoft Learn

    2. Opportunity

        1) You can find your opportunity under Sales in the site map.

        pastedimage1681783499056v11.png

        2) See Opportunity in dashboard

        On the command bar, select More commands icon, select Open Dashboards

        pastedimage1681783556077v12.png

        pastedimage1681783587881v13.png

        We can also select Dashboards under My work, choose opportunity view in dashboard that you want to track.

        pastedimage1681783638037v14.png

        3) See in view

         Select opportunity under Sales, choose list that you want to see.

        pastedimage1681783706120v16.png

    Here is a reference link: Create or edit opportunities (Dynamics 365 Sales) | Microsoft Learn

    If you have any questions, you can also reply to let us know. Thank you!

    Best Regards,

    Sayen Zhang

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,468 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,289 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans