web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Configuring the pipeline
Customer experience | Sales, Customer Insights,...
Suggested Answer

Configuring the pipeline

(0) ShareShare
ReportReport
Posted on by Ben Brooks 10

Where can I find resoures to customize the pipeline and setup tasks,etc for each stage of the pipeline?

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    What do you mean by the pipeline? The sales pipeline? DevOps pipeline? :)

  • Ben Brooks Profile Picture
    Ben Brooks 10 on at

    The sales pipeline.  How do customize going from leads to qualified leads including tasks an activities.

  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,730 on at

    Start here: docs.microsoft.com/.../business-process-flows-overview

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 202 Super User 2026 Season 1

#2
CU11031447-0 Profile Picture

CU11031447-0 100

#3
NeerajPawar Profile Picture

NeerajPawar 70

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans