Create a competitor record
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
When managing your sales opportunities, researching your competitors and familiarizing yourself with their offerings is helpful. You can create competitor records in Microsoft Dynamics AX that include the following information about your competitors:
Contacts
Strength, Weakness, Opportunities, and Threat (SWOT) analysis
Associated documents such as marketing material or catalogs
Prices and products
Opportunities that you and the competitor are both vying for
Click Sales and marketing > Common > Opportunities > Competitors.
In the New group, click Competitor.
Enter or select a competitor name from the list, and then enter a brief description of the competitor.
Enter as much information as possible about the competitor in each field on the tabs. For information about the fields in the Competitors form, see Competitor (form).