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

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Posted on by AJdeWet

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?

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RudyZhang Microsoft Employee on at

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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

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