Stakeholders

Question

What is the purpose of stakeholders in CRM? I try to add a contact but it does not get saved to the Opportunity record

Answer 1

Hi,

Thank you for posting, I am here to help. Customer Relationship Management, primarily Dynamics 365.

You'll be interacting with several people, both internally and externally. These people are broadly categorized as stakeholders, sales team, and competitors. Capturing information about the people that you're working with on the opportunity helps your leadership team understand how the opportunity is shaping up and where you need help.

You can add a contact as a stakeholder to the opportunity by selecting New Connection on the subgrid. This creates a connection record between the opportunity and the contact by using the Stakeholder connection role. For more information, see Configure connection roles. You can change the connection role to any other applicable stakeholder connection role by opening the record and changing the As this role field on the connection record. Other out-of-the-box connection roles configured under the Stakeholder connection role category are Champion, Decision Maker, End User, Economic Buyer, Influencer, and Technical Buyer.

For more details you can check this article:

https://learn.microsoft.com/en-us/dynamics365/sales/stakeholders-sales-team-members

I hope you find this information helpful. Please let us know if you have any further questions If the answer is helpful, please click "Accept Answer".

Best regards,

Jansher

Answer 2

Stakeholders in CRM play a crucial role in managing opportunities. They are individuals from the customer's end who are involved in the opportunity, such as decision makers, champions, or influencers. Capturing information about stakeholders helps the leadership team understand the dynamics of the opportunity and identify where assistance may be needed.

If you are experiencing issues with adding a contact to the Opportunity record, ensure that you are following the correct steps to add stakeholders. In the Sales Hub, you need to select the opportunity, navigate to the Stakeholders section, and use the New Connection option to add a contact. If the contact is not saved, it may be due to not selecting the correct fields or not having the necessary permissions to create connections. Additionally, if you are using custom views, the New Connection button may not appear, and you should use the Connection Associated view instead.