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Create or edit a competitor record (Dynamics 365 for Sales) | MicrosoftDocs
Track your competitors and their strengths to win sales against them.
competitor, sales, opportunity
04/12/2019
dynamics-365-sales
dyn365-sales
article
Dynamics 365 for Customer Engagement
fb1a7bdd-0a49-4177-bc95-5837b8c79b60
shubhadaj
shujoshi
annbe
11

Create or edit a competitor record (Sales and Sales Hub)

Tracking your competitors and their strengths and weaknesses can help you win sales. Use [!INCLUDEpn-dyn-365-sales] to store details about competitors that you and your colleagues can share, and stay current with the latest details.

Create a competitor (Sales Hub)

  1. In the site map, under Sales, select Competitors.

  2. On the command bar, select New.

  3. Fill in your information. Use the handy tooltips as a guide.

  4. On the command bar, select Save.

  5. To associate a competitor with an opportunity, select the Opportunities tab, and select Add Existing Opportunity. In the Search box, select the Lookup icon, and then select an opportunity from the results.

  6. To associate a competitor with a product, select the Related tab, and then select Products. Select Add Existing Product and use the Lookup icon to select a product.

Create a competitor (Sales)

  1. [!INCLUDEproc_sales_competitors]

  2. Select New.

  3. [!INCLUDEproc_handy_infotips]

  4. Select Save.

  5. To associate a competitor with an opportunity, in the Opportunity area, choose Add button. In the Search box, choose the Lookup icon, and then select an opportunity from the results.

See also

Competitor Win Loss report

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