Where do you put new sales after first one was done?

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Posted on by Andrej

Hello there, just a general question if I may. So my company is using Sales 365. My question is, after successful opportunity for a higher amount of money, client wants new addons to our solution. These addon are significantly cheaper. Where do you put them? Do you just flood Sales with small opportunities or do you somehow add it to Customer service 365 or else?

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RudyZhang Microsoft Employee on at

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Where do you put new sales after first one was done?

Hi,

Since we are not Dynamics 365 Customer Service professionals, we can only give you general advice. By the way you mentioned in your question is /ADDON/ an addon to /Product/ or an addon to /Dynamics 365 application/?

Here are some suggestions
1. You can create new opportunities for each addon. This will allow you to track the sales process for each addon separately. However, this may result in a large number of small opportunities, making it more difficult to manage.
2. Another approach is to add these add-ons as products to the opportunity. This way, you can track all add-ons associated with a specific opportunity in one place.

Keep in mind that choosing between these methods depends on your specific business needs and how you want to track and manage sales in your organization. It's best to discuss this with your team or a Dynamics 365 consultant to choose the method that best suits your situation.

Best Regards,
Rudy Zhang

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