Grouping and Aggregating Opportunities in Dynamics 365 | Wave 2 2024

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  • เผยแพร่เมื่อ 29 ก.ย. 2024
  • You can now group opportunities dynamically based on specific fields such as account name, seller name, or closing date/month and perform aggregations such as sum, average, minimum, and maximum. This feature is especially useful for tracking numeric fields like estimated revenue in opportunities. This functionality enhances your ability to segment and target specific areas of your pipeline, giving a more personalized and effective approach to each opportunity.
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