Competitor (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Sales and marketing > Common > Opportunities > Competitors. Open a competitor record.
Use this form to create, modify, view, or delete competitor records.
Task that uses this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs (Action Pane)
Tab |
Description |
---|---|
Competitor |
Update a competitor record, or create a new one. View information about contacts and opportunities that are related to the competitor. |
Tabs (lower pane)
Tab |
Description |
---|---|
General |
View information about the selected competitor record. |
SWOT analysis |
View or enter a SWOT analysis of the selected competitor record. |
Addresses |
View or modify address information for the selected competitor record. |
Contact information |
View or enter contact information for the selected competitor. |
Buttons (Action Pane)
Button |
Description |
---|---|
Competitor |
Create a new competitor record. |
Contacts |
View competitor contact records. |
Opportunities |
View opportunity records that are tied to the competitor record. |
Attachments |
View documents, or attach a new document to the competitor record. |
Buttons (lower pane)
Button |
Description |
---|---|
Change name |
Open the Name details form to change the name of the selected competitor. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Map |
Open an online map for the selected address. |
More options |
Select the action to perform for an address record. In Microsoft Dynamics AX 2012 R2, select from the following options:
In Microsoft Dynamics AX 2012, select from the following options:
|
More options |
Select the action to perform for a contact information record. In Microsoft Dynamics AX 2012 R2, select from the following options:
In Microsoft Dynamics AX 2012, select from the following options:
|
Fields
Field |
Description |
---|---|
Record type |
The party record type of the competitor. The party record type can be Person or Organization. |
ABC code |
The classifier that names a category and is assigned to the selected competitor record. The category is determined by your organization. |
DUNS number |
The organization number that is assigned to the competitor by the Data Universal Numbering System. |
Address books |
The address books to which the competitor record is assigned. |
Product |
Enter the product that the competitor is offering. |
Type |
Select whether the competitor’s product is a strength, weakness, opportunity, or threat to sales for your organization. |
Address |
View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format. |
Purpose |
View the purpose of the selected address. For example, the address may be used for deliveries only, or for deliveries and services. |
Primary |
View whether the address is primary. A primary address is the principal postal address for the selected party. A primary address can also be the default address for the party. |
Type |
The contact information type, such as an email address. |
Contact number/address |
The telephone number, fax number, URL, or email address for the contact information record. |
Primary |
If this check box is selected, the contact information is primary. Primary contact information is the principal form of communication for the selected party. To select or clear this check box, click More options and then select Advanced. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).