Opportunity management FAQs

This article answers frequently asked questions about Opportunity management in Dynamics 365 Sales, Sales premium, and Sales professional.

Where is the deal manager workspace?

The deal manager workspace has been replaced by the opportunity pipeline view. All deal manager links or bookmarks are automatically redirected to the My Open Opportunities view. Select Show As > Pipeline view to open the opportunity pipeline view.

Are there any differences between the opportunity pipeline view and the deal manager workspace?

Yes. The following table describes the differences between the deal manager workspace and the opportunity pipeline view.

Component	Opportunity pipeline view	Deal manager
Access control	Available for all users who have access to the Opportunities page.	Available only for security roles that were granted access to the workspace.
Editable grid	Uses the Power Apps editable grid control and can be customized in Power Apps.	Customization was done using JavaScript.
Side panel	Uses the default opportunity form in the side panel.	A separate In Context View form was used in the side panel with limited customizations.

Why can't I find the pipeline view option?

There are several possibilities:

• The Show As option may be hidden in the three-dot menu on the Opportunities page.
• Your administrator might have customized the Show As list. Ask your administrator to add the control.
• Your organization might not have opted in for early access features. Contact your administrator if you'd like to try them out.
• Your administrator might have disabled custom views for opportunities. Ask your administrator to add the view manually.

Why can't I edit Est. Revenue in the Opportunity form?

To edit Est. Revenue in the Opportunity form, Revenue must be set as User Provided and the opportunity must be in an Open state.

Why aren't estimated revenue and total amount calculated automatically?

When you add products to an opportunity, quote, order, or invoice, the Est. Revenue and Total Amount fields are automatically updated only if you've selected system pricing calculation. For more information, go to Configure product catalog settings.

What do I need in order to use opportunity scoring?​

Install Dynamics 365 Sales Insights and use the standard opportunity entity.​ A minimum number of opportunities is required to build a scoring model:

To build an opportunity scoring model, you need to have a minimum of 40 won and 40 lost opportunities.

The opportunities must have been created on or after January 1, in the previous year.

How frequently are the predictive scores updated?

For new and updated opportunities, the scores are refreshed after every 24 hours.

Can I customize the model?

Yes, you are able to modify which attributes are selected to train the model. That said, the out-of-the-box model automatically selects the attributes it determines are most relevant for your business.

Can I create multiple models for opportunities?​

Yes, you can add and publish multiple models that are specific to each line of business in your organization. More information: Add a model

What is the difference between score and grade?​

The score is generated by the machine learning model.
The grade is just grouping scores in four buckets that the admin can configure.