Prioritize engagement for any sales entity by working in focus mode
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, Power Platform, and Cloud for Industry release plans.
Enabled for | Public preview | Early access | General availability |
---|---|---|---|
Users, automatically | - | Feb 6, 2023 | Apr 21, 2023 |
Business value
The sales accelerator experience is a great way to get a prioritized list of customers and an optimized workspace. It is a modern view that enables seamless navigation across records with activities associated without multiple context switches.
With this update, sellers can switch any sales view to focused mode to effectively work across their records regardless of whether they have a scheduled activity. This view is ideal for sellers who move across records quickly and need to conduct actions like prospecting calls, record updates, and action management.
Feature details
The functionality allows sellers to choose and work in the layout that works best for their use cases. The key capabilities include:
- Switch between the current grid and the focused view with one click.
- Get a consolidated set of filtering and sorting capabilities, including grid and focused view filters, to create a focused workspace.
- Define the structure and the fields you want to see as part of the work list cards in the focused view.