News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... How can we save the D3...

Customer experience | Sales, Customer Insights,...

Unanswered

How can we save the D365 Sales Hub Opportunities Pipeline view metric settings?

(0) Share

Report

Report

Posted on by AJdeWet

7

Does anyone know how we can save the D365 Sales Hub Opportunities Pipeline view metric settings for everyone? It seems like every time you switch between Opportunity views you have to reset your custom metric values again, unless you save a new personalized view. How can preferred metrics settings (field values and filters) be saved for the Opportunities Pipeline view for the whole Organization?

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

RudyZhang Microsoft Employee on at

Like (0)

Report

How can we save the D365 Sales Hub Opportunities Pipeline view metric settings?

Hi,

We have analyzed your requirements and according to our test results after setting the Pipeline Metric on a view, the Metric still exists even after switching views.

In addition, according to the official documentation, personalized metrics are only available until logout, and the current version does not allow saving personalized metrics.

Please refer to the official documentation in the link below for more details.
https://learn.microsoft.com/en-us/dynamics365/sales/personalize-pipeline-view#personalize-metrics

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2

Martin Dráb 230,235 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans