Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Answered

Deal Manager grid view issues

Posted on by 147
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:
  • Verified answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    Deal Manager grid view issues
    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

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans