Within Dynamics 365, it’s easier than you may think to create a dashboard yourself, and it’s a process that can be repeated multiple times over to ensure that you have the right data visualization for specific needs or user roles—for instance you can create a salesperson dashboard to show salespeople their open leads and opportunities and where they are in the pipeline, and you can create a sales manager dashboard to help managers see what their team has on their plates).

Sales teams know that using the right system is crucial to their success, and Dynamics 365 Sales is a sales-focused CRM that’s a cut above the rest. Get the most out of its features and functionalities with the Sales Insights add-on. Sales Insights allows users to generate predictive lead and opportunity scores, tap into revenue forecasts, automate sales tasks, and much, much more. Unlock a new world of capabilities to not only better understand where leads and opportunities stand, but empowe...