- 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.
- 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.
- 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.
- 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.
Rebranding the portal product underscores the importance of app scenarios involving external users such as customers and suppliers. It also provides a simpler interface than Dynamics 365 for occasional users.
The new portal pricing is based on the number of unique users who log into the portal each month (for authenticated users) and on the number of page views for anonymous users. "A login provides an external authenticated user access to a single portal for up to 24 hours. Multiple logins during the 24-hour period count as 1 billable login. Internal users can be licensed either by the PowerApps per app or per users plans, or a qualifying Dynamics 365 subscription."
Pricing starts at $200/mo. for 100 dail…