Boost productivity with an intelligent and organized work list

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Oct 10, 2020 Jan 11, 2021

Business value

Sellers manage large numbers of leads and opportunities each day, and search through large amounts of relevant information to decide who is the next best customer to reach. Adding advanced capabilities to manage items in the work list will improve seller productivity and increase their chances of qualifying the lead, faster.

Feature details

This feature will allow real-time managing—in one organized place—all the relevant sales items regarding potential customers: leads, opportunities, emails, and tasks.

See also

Prioritize your sales pipeline by using the work list (docs)