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Customer experience | Sales, Customer Insights,...
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How do i handle multiple opportunities representing the same salesprocess?

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I have a customer that uses Dynamics 365 sales for selling construction equipment for big building projects. 
When my customer becomes aware of a pending building project, they reach out to potential contractors (the contractors bidding on the project) and offer them a deal on the products the contractors need for the construction of the building. In this scenarios the same product is offered to multiple potential customers (contractors), creating multiple opportunities where only one can win in the end. 

Here is three view: 
- Building project
   - Product offered
      - Opportunity
      - Opportunity
      - Opportunity
- Building project
   - Product offered
     - Opportunity
     - Opportunity

How do i handle this?
Do i create a custom tabel representing the "product offering"? or do i use a parent-child opportunity relationsship? 
My biggest concern is the effect that my choice will have on my pibeline and forecasting. 


 
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    Tom_Gioielli Profile Picture
    2,508 Super User 2025 Season 2 on at
    How do i handle multiple opportunities representing the same salesprocess?
    I might recommend looking at a Parent/Child Opportunity relationship to essentially group up the opportunities that are mutually exclusive to each other. 
     
    Parent Opportunity: Represents the overall potential sale, and should be the record used in Pipeline reporting. The potential value should be tracked here, along with estimated close.
     
    Child Opportunities: One for each of the companies you are offering the product to. These records should have the Forecast Category set to "Omitted" so that they aren't counted in the sales reporting. Individual activities and tracking with each customer can be tracked here.
     
    Automation: When one of the child Opportunities is marked as won, then the parent Opportunity should be updated as well. Then, you can auto-close the other child Opportunities. This should all be very doable in Power Automate flows.
     
    The only downsides to this approach I can think of would be:
    • Training users or defining a process by which the parent Opportunity is created, and making sure child opportunities are being properly associated to it
    • Sales where there is only one potential customer don't need this structure, but as soon as you have 2 it will be necessary. Making it as easy as possible to create and maintain these records is where you will sink or swim
     
    That's my opinion at least, and what I would recommend for a customer. Let me know if you have further questions or clarifications, or you can mark approved if it all makes sense. Thanks!

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