Create or edit competitor records (Sales Hub)

Requirements

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

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.

  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.

See also

Help resources for Dynamics 365 Sales