Introduction:
With lots of new enhancements introduced by Microsoft this year, Deal Manager is a gem for the sales team. This latest feature provides a new approach to easily handle opportunities in Dynamics 365 CRM. The Deal Manager Workspace can be customize and altered based on seller’s preferences.
How to Setup and Enable Deal Manager in our environment?
The System Administrator has to enable the preview for this feature, so that the Sales team can have access of the same.
You can access the Deal Manager from the Sales Hub App in App Settings Page.
If you do not have the Sales Hub App or you want to add the Deal Manager Settings page in any other/custom App then you can follow these steps to add the settings page.
As seen from the screenshot below we have added the Deal Manager Settings page in Sales Team Member App.
You can choose who will access the Deal Manager by mentioning the Security Roles.
The Settings Page is only available for a user with the System Administrator…
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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