Associate a Competitor with Closed Opportunities for Reporting

B.

To associate a competitor with each closed opportunity for reporting in Dynamics 365 Sales, you should choose option B, which is to add the competitor to the opportunity close record.

Here's why:

When an opportunity is closed in Dynamics 365 Sales, an Opportunity Close record is automatically created. This record captures the details of the closed opportunity, including the competitor(s) that were involved in the opportunity.

To add a competitor to the opportunity close record, follow these steps:

1. Navigate to the closed opportunity record that you want to associate a competitor with.
2. Click the "Close Opportunity" button on the ribbon.
3. In the "Opportunity Close" form that appears, scroll down to the "Competitors" section.
4. Click the "Add Competitor" button to add a new competitor or select an existing competitor from the list.
5. Enter any additional information about the competitor's involvement in the opportunity, such as their strengths and weaknesses.
6. Save the Opportunity Close record.

Once the competitor is associated with the Opportunity Close record, it can be used for reporting purposes. For example, you can create a report that shows the number of closed opportunities by competitor, or the total revenue generated from closed opportunities involving each competitor.

Option A, selecting the Follow option for the competitor, is not the correct choice because this option is used to follow a record or entity, such as a contact or account, and receive updates when changes are made to it.

Option C, creating a user post for the competitor, is also not the correct choice because user posts are used to communicate and collaborate with other users within Dynamics 365 Sales, but they are not associated with specific opportunities.

Option D, enabling auditing for the competitor entity, is not the correct choice because auditing is used to track changes to records and fields within Dynamics 365 Sales, but it does not specifically associate competitors with closed opportunities.