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Create or modify an opportunity record

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can create lead records to help your sales and marketing teams gather and store information about a lead. For more information, see Create or modify a lead record. When leads are qualified, they become opportunities.

You can track additional sales-related information for opportunities, such as quotations and competitors for the sale. You can also specify probability percentages and prognosis ratings to track the probability percentage, which is the likelihood that an opportunity will result in a sale.

After you provide sales quotations and the contact for the opportunity makes a decision, you can track whether you won the opportunity and any reasons for the win. If you lose the opportunity, you can list why and to which competitor you lost it.

Create an opportunity record

  1. Click Sales on the top link bar, and then click Opportunities on the Quick Launch.

  2. On the Action Pane, on the Opportunity tab, in the New group, click Opportunity.

  3. Enter information about the new opportunity, and then click Save and close.

Copy an existing opportunity record

  1. Click Sales on the top link bar, and then click Opportunities on the Quick Launch.

  2. In the Subject column, click the opportunity that you want to copy, and then on the Action Pane, on the Opportunity tab, in the New group, click Copy an opportunity.

  3. Select the types of information that you want to copy to the new opportunity record, and then click Save and close.

  4. To make changes to the newly copied record, in the Subject column, click the new record, and then on the Action Pane, on the Opportunity tab, in the Maintain group, click Edit.

Modify, delete, or change the status of an opportunity record

  1. Click Sales on the top link bar, and then click Opportunities on the Quick Launch.

  2. In the Name column, click the opportunity record that you want to modify.

  3. Make changes to the opportunity record, and then click Save and close.

See also

View opportunity records