Views:

Create or edit a competitor record (Sales and Sales Hub)

  • 2 minutes to read
  • Contributors
    • shubhadaj
    • Saurabh Kudesia

Applies to Dynamics 365 (online), version 9.x

Tracking your competitors and their strengths and weaknesses can help you win sales. Use Dynamics 365 to store details about competitors that you and your colleagues can share, and stay current with the latest details.

Create a competitor (Sales Hub app)

  1. Select the site map Site Map icon, and then select Competitors.

  2. On the command bar, select New.

  3. Fill in your information. Use the handy tooltips as a guide.

  4. On the command bar, select Save.

  5. To associate a competitor with an opportunity, select the Opportunities tab, and select Add Existing Opportunity. In the Search box, select the Lookup icon, and then select an opportunity from the results.

  6. To associate a competitor with a product, select the Related tab, and then select Products. Select Add Existing Productand use the Lookup icon to select a product.

Create a competitor (Sales app)

  1. Choose Sales > Competitors.

  2. Select New.

  3. Fill in your information. Use the handy tooltips as a guide.

  4. Select Save.

  5. To associate a competitor with an opportunity, in the Opportunity area, choose Add button. In the Search box, choose the Lookup icon, and then select an opportunity from the results.