Create a competitor record [AX 2012]

Updated: January 31, 2012

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

  1. Click Sales and marketing > Common > Opportunities > Competitors.

  2. In the New group, click Competitor.

  3. Enter or select a competitor name from the list, and then enter a brief description of the competitor.

  4. 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).

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).