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Deal Manager grid view issues

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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:

Categories:

Leads or Opportunities

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Verified answer

Haig Liu Microsoft Employee on at

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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:

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

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

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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