Wednesday, January 13, 2016

Handy Opportunity Views for Dynamics CRM

As a user of Microsoft Dynamics CRM, I find myself creating my own views frequently, and sharing the most popular of them with other users at my company.  Here are some of the views that I use for Opportunities:

  1. Opportunities by Owner. This is the most frequent view that I use for pipeline meetings.  Included fields are Topic, Potential Customer, Sales Stage, Est. Close Date, Proposed Date, Est. Revenue, and Owner. 
  2. Opportunities with Proposals Due.  Add fields for RFP Received and Proposal Due dates. Filter by status of RFP Received and sort by Proposal Due date.  Great way for quick glance at proposals that are in the works. 
  3. Proposed Opportunities by dollar threshold. Create a dollar threshold for what you consider to be large projects and apply it as a filter along with status of "proposed".  You can also sort by value in other views, but using this view allows you to exclude smaller projects and still sort by owner. 
  4. Opportunities by Type.  We added a field to show the type of project for an opportunity.  This is not a standard field in CRM but quite handy for understanding the breakdown of opportunities and useful for dashboard views as well. 
You can start by creating your personal view and show them to other users.  If they are a hit, you can ask your system administrator to add them to system views which are visible to other users.  If you drop down the list of views for Opportunities, the following menu appears.  Near the bottom of the menu is the option to create a personal view. 

If you choose Create Personal View, you will get to the Advanced Find screen where you can create a new view. 

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