Microsoft Dynamics CRM 2013 Customer Center
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Create or edit an opportunity

Are you a salesperson who works hard to nurture your best prospects? Then you'll probably be creating opportunities often.

An opportunity is a lead who is now almost ready to buy —in other words, it's a deal that you're ready to win.

View your opportunities

  1. Navigate to your area.

    If using the CRM web application

    1. On the nav bar, click or tap Microsoft Dynamics CRM > Sales.

    2. Click or tap Sales > Opportunities.

      You'll see a list of your active opportunities. You may need to scroll to see the whole list.


      Tip

      It's easy to get back to the customer data you were working with most recently. On the nav bar, next to Opportunities, click or tap . Click or tap a name, and then get right back to what you were doing.


    If using CRM for Outlook

    1. In the Navigation Pane, expand your organization if necessary, and then select Sales.

    2. Expand the Sales folder, and then click or tap Opportunities.

      You'll see a list of your active opportunities. You may need to scroll to see the whole list.

  2. Click or tap an opportunity name to see the details.

Create an opportunity

  1. Navigate to your area.

    If using the CRM web application

    1. On the nav bar, click or tap Microsoft Dynamics CRM > Sales.

    2. Click or tap Sales > Opportunities.

    If using CRM for Outlook

    1. In the Navigation Pane, expand your organization if necessary, and then select Sales.

    2. Expand the Sales folder, and then click or tap Opportunities.

  2. Click or tap New.

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

  4. Click or tap Save.

Edit an opportunity

  1. Navigate to your area.

    If using the CRM web application

    1. On the nav bar, click or tap Microsoft Dynamics CRM > Sales.

    2. Click or tap Sales > Opportunities.

    If using CRM for Outlook

    1. In the Navigation Pane, expand your organization if necessary, and then select Sales.

    2. Expand the Sales folder, and then click or tap Opportunities.

  2. Open the opportunity and change the information that you want.

  3. Click or tap Save.

 
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