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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Can you map Competitor...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Can you map Competitor to opportunity at the time lead is qualified?

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Posted on by Vness 129

Hi hope someone can help.

I have added Competitors to the related tab in Leads. So that salespeople can add before they qualify.

Is there anyway to map the selected Competitors associated with that lead over to the Opportunity created when you qualify the lead?

Thanks in advance

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  • Vness Profile Picture
    Vness 129 on at

    Hi hope someone can help.

    I have added Competitors to the related tab in Leads. So that salespeople can add before they qualify.

    Is there anyway to map the selected Competitors associated with that lead over to the Opportunity created when you qualify the lead?

    Thanks in advance

  • Suggested answer
    Pedro S Nunes Profile Picture
    Pedro S Nunes on at

    Hello,

    My understanding is that you are trying to achieve this by using out of box functionalities. Is my understanding correct?

    Unfortunately this is not an out of box functionality, and therefore for achieving this goal you will need to extend your CRM by creating a plugin or a Flow for this purpose.

    Hope this helps.

    If this answer was helpful to you please mark it as an answer.

    Thank you for using Microsoft Dynamics CRM Communities.

    Pedro Nunes

    Support Escalation Engineer

    Microsoft Dynamics CRM

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