Professional Documents
Culture Documents
81055ae Dyn365 RM Enus 04
81055ae Dyn365 RM Enus 04
81055ae Dyn365 RM Enus 04
Opportunity Records
Module Overview
Lost Opportunity
Closed opportunity
Lost Resolution activity
Competitor
Date Closed
Opportunity
Won Opportunity
• Products
• View and add products the customer may be interested in or has
previously inquired about
• Activities
• View existing activities
• Create new activities
• Documents
• View the edit history of the opportunity record
• Capture the date and time of the modification and the old and new
values of the fields specified
Connecting with Other Records (continued…)
• Audit History
• Entities and fields will show the before and after values of all the
changes that were made
• Connections
• Gives the ability to add an individual to the record that has a certain
role or relationship
• Competitors
• Compete with others that may carry the same product or provide the
same services as your company
Connections
Bob
Family Employee
Board Board
Member CEO Member
Aaron Fitz Bert
Demonstration: Use Connections with Opportunities
Competitors And Opportunities
• Open Opportunities
• Which opportunities is the organization competing on?
• Opportunities closed as “LOST”
• What can be learned from a loss?
• Competitor Win/Loss Report
Demonstration: Manage Opportunities and Competitors
Resolution Activities