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Opportunity Forecasting in Microsoft Dynamics CRM with AvePoint Pipeline Pro 2.0

Since releasing AvePoint Pipeline for Microsoft Dynamics CRM, we’ve seen great growth in downloads across both Windows 8 and iOS devices, and the app was even featured in a session at the Microsoft Convergence 2014 Conference. Thousands of users take advantage of Pipeline’s ability to display an aggregated view of all CRM opportunities managed by an individual sales person or by an entire sales team. This allows them to adjust expected close dates as well as opportunity probability and easily forecast for the coming months or quarters through an elegant, interactive display. With the launch of Pipeline Pro 2.0, I’m excited to share the most exciting new features available in the latest version of the app.

Custom Entities

Pipeline is primarily an app for sales users, which makes sense since Dynamics CRM is a sales platform. As I outlined in a previous blog post, though, Dynamics CRM can be customized to serve a larger number of verticals and purposes within each organization. One example is grant management for not-for-profit organizations. With the release of Pipeline Pro 2.0, the app can now be customized to display grants or any other custom records in our innovative and easy-to-use interface.

Pipeline for Active Grants Screenshot
Figure 1: Pipeline Pro 2.0 can be customized to display any entity the user desires.

Personal Views

Just like Timeline 2.0, we’ve included the ability for personal views to be added to Pipeline. Now sales users can access their personal views so that they can review and manage the sales pipeline for the opportunities that matter most to them.

Pipeline Personal Views Screenshot
Figure 2: The views with orange background display the personal views imported from Microsoft Dynamics CRM.

New Summary View

From a manager’s perspective, it’s very important to have a high level overview of the overall sales pipeline of your team members. If a manager was to open a view with his or her team’s opportunities in Pipeline previously, he or she may experience a bit of information overload with the number of opportunities that are displayed. In Pipeline Pro 2.0, we’ve enhanced the Summary feature to include a wider range of options for reviewing opportunities at higher levels. Opportunity summaries can be viewed for individual opportunity owners as well as business units, territories, or team managers.

Pipeline Summary Feature Blog Post
Figure 3: The Summary feature in Pipeline Pro 2.0 displays opportunities for owners, business units, territories, and managers.

To learn more about the other features Pipeline Pro 2.0 has to offer, please visit our AvePoint Pipeline product page or contact an AvePoint sales representative today. Or if you’re at Microsoft TechEd North America 2014 in Houston, TX this week, be sure to stop by booth 221 and ask for a demo!

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