Opportunities Quick Guide
- the lead/opportunity doesn’t already exist
- Qualify the lead (if you haven’t already)
- Complete details of the opportunity, including Type and Probability
- Enter a description of the Opportunity
- Complete details in the top right (Under name & owner)
- Navigate to the Product tab
- Select a Price List
- Save (This is important to view products in the point below)
- Add Products
- Leave existing button unselected to select Product from Price List, enable the button to write-in product manually. Note – If adding a manual product ensure you add your companies prefix. For e.g. SY Example Product. Prefixes are essential for future reporting.
- Override Price
- Search for Product in the Existing Products
- Product field
- Complete remaining fields
- Save and Close
- Click through the arrow on the right side of the product to view details
- Double check fields and pricing
- Make sure Term is correct, or if blank, complete the field
- Save
- Make sure the Total Contract Value is correct
- Navigate back to Summary
- Check stakeholders and add competitors
- Complete Develop in the process bar
- Next Stage
- Complete Propose in the process bar
- Select close as won or close as lost
Dynamics 365 - Opportunities Quick Guide.pptx
Important Notes:
Suggested Fields
Dynamics includes a smart feature that suggests options for regularly completed fields. However, these suggestions must be confirmed before saving. Suggested options appear in blue. Review and confirm or discard these suggestions before saving the record.
