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

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Configuring the pipeline

(0) ShareShare
ReportReport
Posted on by 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
    on at
    RE: Configuring the pipeline

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

  • Ben Brooks Profile Picture
    10 on at
    RE: Configuring the pipeline

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

  • Suggested answer
    Wayne Walton Profile Picture
    13,730 on at
    RE: Configuring the pipeline

    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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 203 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 121

#3
Pallavi Phade Profile Picture

Pallavi Phade 68

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans