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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / After creation of the ...
Microsoft Dynamics CRM (Archived)

After creation of the opportunity, identify stakeholders, competitors, and sales team members

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Posted on by Community Member Microsoft Employee

How do i identify stakeholders,competitors, and sales team members after creation of an opputunity

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: After creation of the opportunity, identify stakeholders, competitors, and sales team members

    How do i identify stakeholders,competitors, and sales team members after creation of an opputunity

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    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: After creation of the opportunity, identify stakeholders, competitors, and sales team members

    Hi Mahima,

    We have subgrids of  stakeholders,competitors, and sales team members related to Opportunity on the Opportunity form.

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    Thanks,

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: After creation of the opportunity, identify stakeholders, competitors, and sales team members

    Hi,

    If you mean link them to the opportunity, on the OOTB Opportunity form on the right side you have different subgrids (stakeholders, competitors,...). you just need to press the "+" on the upper right of the subgrids to add them to this opportunity.

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