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Optimize lead entity work with focused view as default

Enabled for Public preview Early access General availability
Users, automatically - Feb 5, 2024 Apr 5, 2024

Business value

The focused view feature in Dynamics 365 Sales generates significant interest within the community, as shown by high adoption rates and positive feedback. The main goal is to help users complete their tasks efficiently without frequently switching across various views.

With the latest update, the focused view includes a command bar with essential functionalities and remembers your preference, so you don't need to repeatedly select the focused view. You can complete your planned tasks without multiple context switches.

Also, the focused view is the default view for the lead entity. Sellers can quickly navigate between records, conduct prospecting calls, update records, and convert leads with ease.

Feature details

As part of this update, sellers can:

  • Use focused view as the default view for the lead entity.
  • Select multiple records.
  • Execute actions for both single and multiple records by using the command bar.
  • Remember user preference while using the focused view control.

As an admin, you can:

  • Use an admin setting to decide the entities for which focus view is available.
  • Make the focused view the default landing page for any lead entity or custom entity.

Focused view

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Configure focused view as default (docs)