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.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles Any primary sales role, such as salesperson or sales manager
More information: Primary sales roles

Create a competitor

  1. In the site map, under Sales, select Competitors.

  2. On the command bar, select New.

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

  4. On the command bar, select Save.

  5. 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.

  6. 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 options in your app?

There are three possibilities:

  • You don't have the necessary license or role.
  • 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.

See also

Help resources for Dynamics 365 Sales