Overview
AvePoint Pipeline for Microsoft Dynamics CRM empowers sales teams to be more productive on the go. AvePoint Pipeline displays an aggregated view of all CRM opportunities managed by an individual sales person, or by an entire sales team. Pipeline’s interactive user experience allows sales persons or management to adjust expected close dates, opportunity probability, and easily forecast for the coming months or quarters. With rich features available in Pipeline Pro, Dynamics CRM administrators can configure and customize views according to unique CRM usage in order to accommodate organization-specific definitions of hierarchy, probability, and more to further improve opportunity management and forecasting.
Dynamics CRM – Whenever and Wherever You Need It
Key Benefits
View and Manage CRM Opportunities On-the-Go – Swiftly load, navigate, and browse all opportunities associated with an individual sales person’s or a sales team’s accounts on your mobile device
Enhance Management Insight and Reporting – Quickly identify opportunities that require close date or probability adjustments, and implement changes to improve forecasting accuracy
Optimize Account Management – Allow sales teams to quickly view and manage opportunity details to reduce customer response times through Pipeline’s graphical and interactive display
*Requires an existing Dynamics CRM (hosted, online, or on-premise)
Features
Pipeline View – Interactively display relevant opportunities over a specified time periodForecast – Dynamically show total opportunity amount as well as weighted amount based on opportunity probability in a selected time rangeSummary – Generate a chart to view total opportunity amounts per month in a specified time range, or per owner to quickly understand opportunity distribution and monthly forecastsDetail View – Present all record details by drilling into opportunities, such as last included line items, expected close dates, and probabilityFilter – Create views based on opportunity details including business unit, territory, direct manager, or opportunity ownerPreview Mode – Allow sales teams to explore \“What If\” scenarios, adjusting various opportunity close dates and probabilities to view the effect on sales forecasts without skewing the actual detailsLaunch – Quickly open a record in Dynamics CRM directly from Pipeline
What's new
*This update includes full Windows 10 support. New features include Cortana integration and live tile support.
For a full list of release notes for this update, please visit:
http://www.avepoint.com/support/product-updates/
Additional Information
- Developed by AvePoint Inc.
- Version 2019.02.01
-
Requires
Available on: PC, Mobile, Surface Hub
OS: Windows 10 version 10240.0 or higher
- Published 2013-05-29
- Size 9.97 MB
- File Type appx/msix
-
Language
English (United States)
Japanese -
Permissions
Access your Internet connection
Access your home or work networks
- Microsoft Store ID 9wzdncrdgf1k
Advertisement
How to download and install Avepoint Pipeline for Microsoft® Dynamics CRM from the Microsoft
Method 1: Download and Install via the Microsoft Store
This is the most straightforward and secure way to get Avepoint Pipeline for Microsoft® Dynamics CRM.Step 1: Open the Microsoft Store
Step 2: Search for Avepoint Pipeline for Microsoft® Dynamics CRM
Step 3: Download and Install
Step 4: Access the App
Method 2: Download from the Official Microsoft Website
If you prefer downloading directly from the web, you can use the official Microsoft website.Step 1: Visit the Avepoint Pipeline for Microsoft® Dynamics CRM Page
Step 2: Download the App
Step 3: Install Avepoint Pipeline for Microsoft® Dynamics CRM
Step 4: Use Avepoint Pipeline for Microsoft® Dynamics CRM
Tips for a Smooth Installation
Conclusion:
Both methods ultimately utilize the Microsoft Store, ensuring the app's safety and reliability. Whether you prefer browsing within the Store or starting via the website, both approaches lead you to successfully download and install Avepoint Pipeline for Microsoft® Dynamics CRM.Avepoint Pipeline for Microsoft® Dynamics CRM FAQs
How to download and Install Avepoint Pipeline for Microsoft® Dynamics CRM on Windows PC via the NWindows Store
How to Search and Download Avepoint Pipeline for Microsoft® Dynamics CRM for PC Windows?