How to Use Competitor Records in Dynamics 365 Sales


Competitor records in Dynamics 365 Sales can provide valuable insights into your competition. By tracking competitors within your CRM, your sales team can better understand who you're competing against, why deals are won or lost, and how to improve sales strategies. This article provides a walkthrough on how to locate competitor records, link competitors to opportunities, log key insights, use win/loss data, and analyze competitor trends. By using competitor records, sales teams gain a data-driven advantage when engaging with prospects. The article also mentions that enCloud9 specializes in helping businesses maximize the potential of Dynamics 365 Sales and offers services such as customizing competitor records, automating reporting and insights, and providing training and support.


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