Dynamics Sales: Create or Edit Competitor Record

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:20 AM by Kevin Schmidt - HCPro

Go to Dynamics: ahima.crm.dynamics.com and log in to Dynamics using your AHIMA credentials. Select the AHIMA-Sales app.


In Dynamics, navigate to Sales on the left-hand navigation panel and select "Competitors" → select [ + New ]. 




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


Select save.


? Tip: 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.


? Tip: 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.



source: docs.microsoft.com 

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