• Michael Intravartolo

Dynamics 365 for Financials - How To: Basic Opportunity Management

Ask any SMB owner today, one of their greatest challenges, and a continuing priority is targeting new business opportunities. How do they target clients?

*Quick note - This post is designed to leverage the existing capabilities of Opportunity Management within Dynamics 365 for Financials. In some organizations, a basic Customer Relationship Management solution will be sufficient based on their sales process and marketing/campaign needs. In other, more complex scenarios you will rely on Microsoft Dynamics CRM to address your needs.

Your sales team uncovers a new opportunity. The opportunity will drive immediate impact on your revenue goals this month. From within the application, you will add and manage these opportunities.

Searching for Opportunities via the global search provides an easy way to access Opportunities.

Create a new opportunity either from the ribbon or the +New

Enter the details, such as opportunity number, description and the Contact.

Before adding a line item, you must denote a sales cycle code.

Enter the new sales quote which is automatically assigned to the opportunity.

Update the details of the opportunity

Review the new opportunity and its impact on the existing opportunities. Select Filter on any column, In Progress or Expected Close Date to drill deeper into the revenue. As with data in Dynamics 365 for Financials, select Open in Excel for deeper analysis.

The native Opportunity Management enables organizations to quickly add, track and manage opportunities. It also provides management/ownership with transparency and the ability to forecast revenue opportunities.

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