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I am new to Dynamics Customer Engagement and was hoping to ask for some advice around opportunities. For the majority of our customers we plan out the entire years opportunities in advance one for each week of the year (52) total. As I explore the opportunity functionality in CRM it seems that OOB it is a very linear process that adding 52 opportunities to per account would be taxing and time consuming.
Do any of you know of a way to create a grid similar to excel to add as an opportunity? Also is it possible to then have those opportunities populate on a calendar so anyone is able to see what is happening on any given day of the year?
I hope that makes sense and thank you
You can use OOB data import functinality-
Hello Jordan - there is something clever you can do to populate a calendar with the Opportunities. If you do this before you import the Opportunities as mentioned previously, then the opps you import will appear on the calendar automatically. Here are the steps:
1. Since the calendar in Microsoft Dynamics 365 is populated with Appointments and Service Activities, pick one of those. Since we are talking about Opportunities, which is associated with the Sales app, then Service Activities are probably not used, so it may be best to go with Appointment.
2. Create a workflow on the Opportunity entity, triggered on Create. Add a step to "Create Record". Choose the Appointment as the record type and then click "Set Properties"
3. Fill out the fields as shown below. (The most important one is to add the Owning User(Opportunity) to the Required field, but you should also add the Owning User to the Owner and Organizer fields.)
Note that we set the Start Time to "7 Days before Est. Close Date" - this is just an example. You should set the Start Time to whatever day you want this Opp to appear on the calendar. We set it in this example 7 days before (and 5 days as well, to span the calendar over two days) in case the sales person should deal with the Opp a week earlier than "Estimated Close Date". But this is entirely up to your organization.
4. When you are done, save and Activate the workflow. If the workflow is Organization in scope, then any user who creates an Opp will create a calendar entry automatically. The user will then be able to open the Appointment and click the "regarding" field to see the Opp.
Here is what the calendar might look like using this idea:
Hope this helps - let me know if you need help understanding how to build a workflow.
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