Create or edit competitor records (Sales Hub)

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

License and role requirements

   
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles Salesperson and above
See Predefined security roles for Sales

Create a competitor

  1. In the site map, under Sales, 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 Product and use the Lookup icon to select a product.

Can't find the options in your app?

There are two possibilities:

  • You don't have the necessary license or role to perform the steps.

  • Your organization might be using a custom app and hence the site map and UI will be different. Check with your administrator for the exact steps. The steps described in this documentation are specific to the out-of-the-box Sales Hub or Sales Professional app.

See also

Help resources for Dynamics 365 Sales