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ReportHow can I use Dynamics 365 Sales to track and manage leads and opportunities?
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How can I use Dynamics 365 Sales to track and manage leads and opportunities?
Hi Shawn,
Firstly, you should have the below license and role to track and manage lead and opportunity:
1. Lead
1) You can find your leads under Sales in the site map.
2) See leads in dashboard
On the command bar, select More commands icon, select Open Dashboards
We can also select Dashboards under My work, choose leads view in dashboard that you want to track.
3) See leads in view
Select leads under Sales, choose list that you want to see.
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.
2) See Opportunity in dashboard
On the command bar, select More commands icon, select Open Dashboards
We can also select Dashboards under My work, choose opportunity view in dashboard that you want to track.
3) See in view
Select opportunity under Sales, choose list that you want to see.
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
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