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Customer experience | Sales, Customer Insights,...
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Editing Metrics on Pipeline View to be system-wide

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Posted on by 84

Hello, 

Documentation confirms we can personalize metrics on the Pipeline View: https://learn.microsoft.com/en-us/dynamics365/sales/personalize-pipeline-view#what-can-you-personalize

However, are these personalizations custom to each individual user? Is there a way to implement the same customizations system-wide, instead of each user having to create the same custom metric? I couldn't find any literature on this. 

thank you!

I have the same question (0)
  • AJdeWet Profile Picture
    7 on at
    Me too would love to get an answer to your question! Thanks for posting. 

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