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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Deal Manager grid view...
Customer experience | Sales, Customer Insights,...
Answered

Deal Manager grid view issues

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Posted on by Dynamics 365 Forums
When I select a view and I apply Pipeline feature then I notice several issues with the view under the pipeline display.
 
1) The chosen view does not appear at all under pipeline display.
2) Some fields available in the chosen view are not visible under the pipeline display or the fields order is different.
 
Chosen view example
 
Next is the view under the pipeline:
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  • Verified answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    Hi,
     
    1)In my environment, the view is switched by clicking the "Show as" button, and the view is the same before and after the switch.
    2)Based on the screenshot you provided, I don't see any fields missing, but you can edit the control's hidden state in the advanced settings:
    3)Please refer to the link below to personalize the pipeline view:
     
    If my answer was helpful, please click Like, and if it solved your problem, I hope you can verify it to help other community members find more.
    Please feel free to contact me if you have any further questions.
    Regards,
    Haig

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