Knowledge Check

Create an image illustrating a business environment with professionals discussing opportunities, charts showing sales growth, and a computer screen displaying Dynamics 365.

Opportunity Management Quiz

Test your knowledge of opportunity management in Dynamics 365 with this engaging quiz! Perfect for sales professionals looking to sharpen their skills.

Key Features:

  • 3 Thought-Provoking Questions
  • Multiple Choice Format
  • Score Your Knowledge
3 Questions1 MinutesCreated by EngagingSales21
You recently lost an opportunity to a competitor. You now want to specify that competitor for reporting purposes. How do you enter this information?
Add the competitor to the list of competitors in the opportunity.
Add a note to the opportunity.
Enter the details in the Opportunity Close activity.
Add a post to the opportunity.
You're working on an opportunity, and the customer requires that its lawyer be kept 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?
Add the lawyer to the list of stakeholders in the opportunity.
Add a note about the the lawyer to the account record.
Add the lawyer as a contact for the account record.
Add a connection to the lawyer in the account record.
Which of the following individuals can be added to an opportunity as the potential customer?
Team member
Lead
Contact
Stakeholder
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