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

Need help with domain mirgation

(0) ShareShare
ReportReport
Posted on by 1,965

Hello all,

One of our clients is changing domains. For example, their existing domain is abc.com which is also where the current Dynamics 365 Sales resides. They are shifting to xyz.com. So, we need to know how this will change the way they are using their existing Dynamics 365 Sales environments and what we will need to do on our end?

  • Suggested answer
    Shawnsauve Profile Picture
    Shawnsauve 1,091 on at
    RE: Need help with domain mirgation

    It can be tough to navigate Dynamics 365 Sales Hub when you haven't used it in a while, but don't worry, I'm here to help!

    To restructure the sales pipeline to match your sales team's processes, you'll need to customize the sales pipeline stages. Here's how you can do that in Dynamics 365 Sales Hub:

    1. Open the Sales Hub app: To get started, open the Dynamics 365 Sales Hub app from your app launcher.

    2. Navigate to the Sales Pipeline: Once you're in the Sales Hub app, click on the "Sales Pipeline" icon in the left-hand navigation menu. This will take you to the sales pipeline view.

    3. Customize the Sales Pipeline: In the sales pipeline view, click on the "Customize Pipeline" button located in the top right-hand corner. This will take you to the sales pipeline customization page.

    4. Edit Stages: In the customization page, you can add, remove, or edit stages to match your sales team's processes. To add a new stage, click on the "Add Stage" button. To edit or remove an existing stage, hover over the stage and click on the pencil or trash icon, respectively.

    5. Save Changes: Once you've made the necessary changes to the sales pipeline, click on the "Save" button to save your changes.

    And that's it! You should now have successfully customized the sales pipeline to match your sales team's processes. If you're still having trouble or need more guidance, there are plenty of resources available online, or you can contact Microsoft support for assistance.

  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Need help with domain mirgation

    Hi Inkey Solutions,

    I need to be sure if you want to migrate environment: 

    https://learn.microsoft.com/en-us/power-platform/admin/move-environment-tenant?tabs=image

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 231,287 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans