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Opportunity management with Dynamics 365 knowledge check


You recently lost an opportunity to a competitor. You now want to specify that competitor for reporting purposes. How do you enter this information?


You're working on an opportunity, and the customer requires that its lawyer be informed about all items. You already have the customer's lawyer entered as a contact in Dynamics 365. How do you associate the lawyer with the opportunity?


Which of the following individuals can be added to an opportunity as the potential customer?