Go to Dynamics: ahima.crm.dynamics.com and log in to Dynamics using your AHIMA credentials. Select the AHIMA-Sales app.
This solution article includes high-level instructions on the following:
✔ View All Opportunities vs My Opportunities
✔ Opportunities Profile Basics
✔ Create New Opportunity
| View Opportunities |
All views are customizable. If you want to see data such as opportunities by opportunity status or owner, then you will need to apply filters to the current view you are accessing or start by creating a new opportunity view that can be saved to your dashboard.
In Dynamics, navigate to Sales on the left-hand navigation panel and select "Opportunities" to view all opportunity records.
The default view for the opportunities tab is "Opportunities - Open" which will generate a listing of ALL open opportunities (non-filtered).
Click the drop-down next to "Opportunities - Open" to select a different pre-generated system view.
Customize your "Opportunities" view to include other data by adding filters and columns, or create a new view.
Navigate to Opportunities → click on the Filters icon → click the [ + Add ] button to add filters*
*There is no limit on filters you can add.
? Tip: Add "Lead Source" as filter layer to find out where the lead originated.
? Tip: Columns added to system views will not generate in excel export list. You must create a new view with desired columns.
Learn more about adding filters and columns here.
|
Opportunity Profile Basics |
View opportunity est. close date, est. revenue, status, and owner at the top right of name.
? Tip: Click the drop-down arrow (next to opportunity owner name) to update the est. close date, est. revenue, status, or owner.
Opportunity profile tabs includes:
- Summary
- Product line items
- Details
- Quotes
-
Related
- Activities
- Connections
- Audit History
- Playbooks
| Create New Opportunity |
Go to the Opportunities view → select [ + New ].
? Tip: If you've qualified a lead to an opportunity, open the opportunity from the list.
1. In the opportunity form, make sure that your potential customer's important details are captured.
? Tip: If you've qualified a lead to an opportunity, most of the fields will be automatically populated from the lead record.
Est. Close Date: An estimated date by which the opportunity is expected to close.
Est. Revenue: A field calculated for opportunities that have products added to them. Estimated revenue is calculated based on base price, volume discounts, manual discounts, taxes, and other pricing modifications. When opportunities are saved, Dynamics 365 Sales recalculates the estimated revenue based on any changes to the products or product quantities associated with the opportunity.
Status: The status the opportunity is in.
Owner: Indicates the owner of the opportunity. You can assign the opportunity to another user or team. To change the owner, you can select a different user or team in this field or use the Assign button on the command bar to assign it to another user or team. More information: Assign or share records
Topic: What the customer is interested in that created the opportunity, such as specific product details.
Contact: The contact associated with this opportunity. The contact that you select here is added as a stakeholder for this opportunity. For more information on stakeholders, see Step 5.
Account: The account associated with this opportunity.
Currency: Choose the currency for the opportunity. This is the currency the opportunity amount is calculated in.
Purchase Timeframe: The timeframe by when the account or contact is likely to make the purchase.
Budget Amount: Enter a value to indicate the lead's potential available budget.
Purchase Process: Whether the purchase process involves an individual or a committee.
2. Select Save to enable other sections on the form.
3. In the Stakeholders section, select the More Commands button , and then select + New Connection to add a contact as a stakeholder. A stakeholder is a key contact at the account who will be involved in decision-making.
4. In the Lookup Records dialog box, enter a name or select the Lookup icon to choose from a list of suggestions. When you have entered the name you want, select Add. To create a new contact, select + New. By default, the contact you add is assigned the Stakeholder role. Select the role corresponding to the contact to select a different role such as Decision Maker or Technical Buyer.
5. If other people in your organization are working on this sale, be sure to add them as sales team members. In the Sales Team section, select the More Commands button , and then select + New Connection to add a member of the sales team (from your organization).
6. In the Competitors section, select Add Existing Competitor to add a competitor who's competing with your organization for this opportunity.
7. To save your changes, on the command bar, select Save.
8. Add products to your opportunity. More information: Add products to an opportunity, Add products to an opportunity using the enhanced experience
9. Follow the process bar to move the opportunity to the next stage. In the Develop stage, enter data for the following fields:
Customer Need: Enter what interests the customer, such as specific product requirements.
Proposed Solution: Enter the plan for what your organization can offer the account, such as product details.
Identify Stakeholders: Select mark complete to indicate that you've included information about who will be involved in pursuing the opportunity.
Identify Competitors: Select mark complete to indicate that you've included information about competitors.
10. In the Propose stage, select mark complete to display a check mark next to each of the following steps that you've completed:
Identify Sales Team
Develop Proposal (This optional step indicates that you've included notes about how the account will be approached.)
Complete Internal Review
Present Proposal
(source: Create or edit opportunities (Sales Hub) via docs.microsoft.com)
Related documentation from docs.microsoft.com:
Work with opportunities in the Kanban view
How are stakeholders and sales team members tracked for opportunities?
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