Focus on the highest impact activities with advanced filtering
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | - | - | 
Mar 14, 2022 |
Business value
Sellers manage numerous customers and activities in sales accelerators. To quickly finish a task at hand, sellers at times focus on executing the tasks without properly prioritizing them and end up concentrating on activities that have a lower impact on business outcomes. This functionality will help sellers more efficiently engage with the highest priority customers rather than searching.
Feature details
This functionality will enable sellers to filter information based on standard as well as custom fields. The functionality can be enabled from the settings where a sales engagement manager (SEM) can define filters relevant for business scenarios. A SEM would be able to extend the current filter based on standard and custom fields.