Effectively managing sales opportunities is absolutely crucial for any business using Microsoft Dynamics 365 Sales. Fortunately, Dynamics 365 offers multiple ways to view, track, and manage your opportunities, ensuring that you always have the right insights at the right time to close deals more effectively. In this blog, we’ll take a closer look at three different ways you can view opportunities in Dynamics 365 and explain how each one can help you streamline your sales process with greater efficiency.
🎥 Want a hands-on walkthrough? Watch this video to see these opportunity views in action!
Three Different Ways To View Opportunities in Dynamics 365
1️⃣Power Apps Grid – The Classic List View
The Power Apps Grid (also known as the Read-Only Grid) is the default way most users view opportunities in Dynamics 365. This view presents all opportunities in a simple list format, making it easy to filter, sort, and search for specific records.
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Key Features of the Power Apps Grid
- View all open opportunities in a structured, easy-to-navigate list.
- Sort columns effortlessly—organize data alphabetically, by date, or by revenue.
- Apply filters to quickly find opportunities with specific estimated close dates.
- Leverage Natural Language Search (if enabled) to locate records using conversational queries.
This view is perfect for quick data entry, filtering, and searching, making it an excellent choice for users who prefer a spreadsheet-style experience within Dynamics 365.
2️⃣ Pipeline View – Visualizing Sales Progress
For sales teams that prefer a more visual approach, the Pipeline View provides an overview of your sales pipeline, including deal values and statuses.
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What Makes the Pipeline View Powerful?
- Displays a summary of total deal value and number of open opportunities.
- Tracks won and lost deals at a glance.
- Includes a Deal Tracker—a bubble chart that represents opportunities based on:
- Sales Stage (e.g., Qualification, Proposal, Negotiation).
- Deal Size (Larger bubbles indicate higher-value deals).
- Estimated Close Date (Color-coded for easy tracking).
With this view, sales managers can prioritize leads, adjust close dates, and monitor pipeline health in real-time.
3️⃣ Focused View – A More Interactive Experience
The Focused View, introduced in 2023-2024, provides an interactive way to manage opportunities by showing related records and activities side by side.
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Why Use Focused View?
- Enables quick navigation between opportunities without leaving the page.
- Displays recent and upcoming activities for each opportunity.
- Allows for easy filtering and sorting within the same view.
- Functions similarly to Sales Accelerator, making it ideal for structured follow-ups.
This view is particularly useful for sales reps who need a comprehensive view of their deals while keeping track of action items and communications.
Which Way to View Opportunities is Best for You?
The best view depends on how you manage your sales process:
✅ Use Power Apps Grid if you need a simple, structured list for quick searches and data filtering.
✅ Use Pipeline View if you prefer visual insights to track deals by value and close date.
✅ Use Focused View if you want a real-time, interactive interface with all opportunity details in one place.
By leveraging all three views, your sales team can gain better insights, improve efficiency, and close more deals with Dynamics 365 Sales.
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