Dynamics 365 Competitor Association

Track Competitors in Dynamics 365

Question

A company uses Dynamics 365 for Sales.

You must track a competitor to help your company win a sale.

You need to associate the competitor with a Dynamics 365 entity.

To which type of entity can you associate the competitor?

Answers

Explanations

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https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-edit-competitor-record-sales

As a Dynamics 365 Sales Functional Consultant, you can associate a competitor with an Opportunity entity to help your company win a sale.

Opportunity entity is used to track potential sales from customers. It contains information about a potential sale, including the customer, the products or services being considered, the potential revenue, and the sales stage. By associating a competitor with an opportunity, you can track which competitors you are competing against for a particular sale, as well as track the outcomes of those competitions.

Associating a competitor with an Opportunity entity involves creating a new record or selecting an existing one. In Dynamics 365 for Sales, you can create a new Opportunity by selecting the +New button on the navigation bar, selecting Opportunity from the dropdown menu, and filling out the necessary information.

To associate a competitor with the Opportunity, you can go to the Competitors sub-grid on the Opportunity form, select the + button, and then select the competitor from the list of existing competitors or create a new one.

It is not recommended to associate competitors with a Lead entity because a Lead is a preliminary stage in the sales process, and it may not be clear which competitors are involved in the opportunity at this stage. Additionally, Leads are often used to track potential sales from new customers, and it may be more appropriate to associate competitors with existing customer entities like Accounts or Contacts.

In summary, the type of entity that you can associate a competitor with in Dynamics 365 for Sales is the Opportunity entity.