# I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?

I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?

##### Post Metadata
- Posted at: about 2 years ago
- Author title: Pinned by G2 as a common question



## Comments
### Comment 1

To set up and customize your sales pipeline in Dynamics 365 Sales:

Define Sales Stages: Go to Settings > Sales > Sales Process to set stages like "Lead," "Opportunity," "Proposal," and "Closed."
Customize Opportunity Records: Modify fields in the Form Editor to track relevant information.
Create Sales Process Flows: Go to Settings > Sales > Business Process Flows to tailor your sales phases.
Set up Dashboards: Use customizable dashboards to monitor pipeline progress.
Automate Actions: Set workflows or Power Automate triggers for pipeline updates.
Assign Users: Automatically assign opportunities based on rules.

For a more detailed guide, check Microsoft Learn..

##### Comment Metadata
- Posted at: over 1 year ago
- Author title: IT Specialist | Fast Solutions Expert
- Net upvotes: 1


### Comment 2

If you're new to Microsoft Dynamics 365 Sales and want to set up and customize your sales pipeline, the best starting point is the official Microsoft documentation below:
https://learn.microsoft.com/en-us/dynamics365/sales/
https://learn.microsoft.com/en-us/power-automate/business-process-flows-overview

##### Comment Metadata
- Posted at: 3 months ago
- Author title: 🧑🏻‍💻 Software Developer




## Related Product
[Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews)

## Related Category
[CRM](https://www.g2.com/categories/crm)

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