Microsoft Dynamics® CRM Training
The Sales Pipeline
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In Microsoft Dynamics CRM, Charts allow users to evaluate data visually. A prominently featured Chart is the Sales Pipeline. This is the first Chart you see when you sign in to Dynamics CRM. Before the December 2012 Service Update, the Sales Pipeline was staged; it was carefully constructed to represent sample data as a preview of what your data could look like. Without customization, your data rarely turned into this nicely constructed Chart. In this lesson, I’ll explain how this has changed with the update.
The December 2012 Service Update introduced flow forms for the Account, Case, Contact, Lead, and Opportunity entities. Flow forms came with a Process Bar for the Case, Lead, and Opportunity entities.
The Process Bar helps keep records on point, and allows users to visually track the progress of a sale or case. The Process Bar contains a number of stages by default, and, in this lesson, I’m going to focus on the sales process.
First, I’ll open an Opportunity record. This is the visual representation of the default sales process. It contains four stages: Qualify, Develop, Propose, and Close. This is a big improvement over how the sales process works in the old forms. These stages drive the Sales Pipeline Chart. In the default version of the old form, there is no field for the sales process. This is why customizations were required. There was no data source to drive the pipeline.
To see how this works, I’ll close this record and open the View called “Open Opportunities”. I’ll maximize the Chart pane on the right, and then select the Sales Pipeline. The four stages are represented in the Chart. I’ll drill down into the Develop stage. The View refreshes and only shows me Opportunity records in the Develop stage.
Now, I’ll open one of these records. I’ll move this sale from the Develop stage to the Propose stage, and then close the record.
Back at the list of records, I’ll turn off the filters by clicking Filter in the ribbon, and then I’ll click the Refresh Chart button. I can verify that the data has changed by drilling down into the Propose stage of the Chart. I see that the Opportunity that I progressed represents the correct portion of the data.
The flow forms have not only made tracking a record’s progress easier, but they have made the Sales Pipeline Chart relevant and useful.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.