Create or edit competitor records (Sales Hub)
Tracking your competitors and their strengths and weaknesses can help you win sales. Use Dynamics 365 Sales to store details about competitors that you and your colleagues can share, and stay current with the latest details.
Create a competitor
In the site map, under Sales, select Competitors.
On the command bar, select New.
Fill in your information. Use the handy tooltips as a guide.
On the command bar, select Save.
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.
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.
Can't find the feature in your app?
There are a few possibilities:
- You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
- You don't have the necessary security role to use this feature.
- To configure or setup a feature, you need to have the Administration and customization roles
- To use sales-related features, you need to have the Primary sales roles
- Some tasks require specific Functional roles.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.