Share This Post

Business Central

Dynamics 365 Business Central Sales Opportunities

After you create an opportunity, there are several features for managing the Dynamics 365 Business Central Sales Opportunities and moving it through to completion.

Any incoming lead can be considered a sales opportunity. You can create opportunities and associate them to a salesperson so that you can keep track of potential sales.

Dynamics 365 Business Central Sales Opportunities Overview

1. To View Opportunities

The existing sale opportunities are available from the Opportunity List page. There are different ways to access this page for processing Dynamics 365 Business Central Sales Opportunities:

To view opportunities for Then
All salespeople and contacts Choose the search icon, enter Opportunity List, and then choose the related link.
A specific sales person Select the search icon, enter Salespeople then select the related link. Select the salesperson, select the Opportunities action and then select the List action.
A specific contact Choose the search icon, enter Contacts, and then choose the related link. Select the contact from the list, and then choose the Opportunities action.

Each of these tasks opens the Opportunity List page.

2. To Close Opportunities

You can close opportunities when the negotiations are over. When closing an opportunity, you can describe whether it was won or lost and the reasons for closing it. For specifying a reason, you must setup the closed opportunity codes.

  • On the Opportunity List page, select the opportunity, and the choose the Close action. The Close Opportunity page opens.
  • Fill in the relevant fields, and then choose the OK button.

The Close Opportunity Code and Date Closed fields are required fields and must be filled in before you can select the OK button.

In the Close Opportunity Code field, you can choose from one of the existing close opportunity codes or add a new code. To add a new code, from the drop-down list, choose Select from full list and then choose new. On the new blank line, fill in the CodeType, and Description fields, and then choose the OK button.

3. To Create Quotes for Opportunities

You can create sales quotes for contacts that are not recorded as customers.

  • On the Opportunity List page, select the opportunity, and then choose the Assign Sales Quote action. The Sales Quote page opens.
  • Fill in the relevant fields.

4. To Create Sales Orders for Opportunities

You can make sales orders from the sales quotes that you have created for your opportunities. Before you can create sales orders for your contacts, you must create the contact as a customer.

  • On the Opportunity List page, find the opportunity that you have created a sales quote for.
  • Choose the Assign Sales Quote action. The Sales Quote page opens to display the sales quote that you have assigned to the opportunity.
  • Fill in the additional fields, and then choose the Make Order action.

When handling Dynamics 365 Business Central Sales Opportunities, you may need to create a quote for the contact that the opportunity is linked to.

5. To Delete Opportunities

You can delete opportunities, for example, after you have concluded a deal. However, you can only delete closed opportunities. There are two ways for deleting the closed opportunities.

You can delete individual closed opportunities from the Opportunity List page or you can execute the Delete Closed Opportunities batch job to delete multiple opportunities on basis of a specified criteria.

To delete closed opportunities from the Opportunity List page, select the opportunity, and then choose the Delete action.

To delete closed opportunities by using the Delete Closed Opportunities batch job, follow these steps:

  • Choose the search icon, enter Delete Opportunities and then choose the related link.
  • In the Opportunity section, set up the filters that specify the closed opportunities to delete.
  • Choose the OK button.

After you have deleted an opportunity, it is removed it from the Opportunity List page.

6. To Move an Opportunity Through Sales Cycle Stages

If an opportunity follows a sales cycle, you can move it forward or back through the different stages, such as moving the previous or next stage and even skipping a stage.

  • On the Opportunity List page, choose the Update action. The Update Opportunity opens,
  • Utilize the Action Type field to move the opportunity through the sales cycle stages:
      • Next moves the opportunity forward one stage.
      • Skip moves the opportunity forward one or several stages in the sales cycle, which you describe in the Presentation field. You can only skip stages that have been setup to allow skipping.
      • Previous moves the opportunity back one stage.
      • Jump moves the opportunity back one or several stages in the sales cycle, which you describe in the Presentation field.
      • Update allows you to change information (such as to modify your evaluation of their chances of success and estimated values) without moving to another stage.
  • Fill in the other fields as needed, and then choose the OK button.

As you create Dynamics 365 Business Central Sales Opportunities, you should provide information about the contact, salesperson, sales cycle and dates, as well as your estimates for the sales value of the opportunity and your estimation of the chances of its success.

Before you can start utilizing opportunity management, you must setup the sales cycles and the sales cycle stages. For more information on Microsoft Dynamics 365 Business Central Sales Opportunities, please contact us.

Share This Post

Leave a Reply

avatar
  Subscribe  
Notify of
Skip to toolbar