Create, copy, or delete an opportunity [AX 2012]

Updated: March 6, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

After you qualify a lead record, you can create an opportunity record that contains information about the potential sale. Use this record to track quotations and competitors for the potential sale. You can also copy the information from one opportunity record to another if you have to.

  1. Click Sales and marketing > Common > Opportunities > All opportunities.

  2. Click Opportunity to create a new opportunity.

  3. Enter the subject or interest of the opportunity, and the name of the opportunity's company.

  4. Enter any additional information that you have about the opportunity.

    Enter as much information as possible into the opportunity record. Having detailed information about the lead may help you win the sale.

  5. Close the form to save your changes.

  1. Click Sales and marketing > Common > Opportunities > All opportunities.

  2. Select the opportunity that you want to copy.

  3. Click Opportunity to create a new opportunity.

  4. In the Subject field, enter the subject of the opportunity.

  5. In the Name field, select the name of the opportunity's organization.

  6. On the Action pane, in the New group, click Copy opportunity.

  7. In the Copy opportunity form, select the information that you want to copy to a new opportunity record.

  8. Click OK.

  9. Close the form to save your changes.

  1. Click Sales and marketing > Common > Opportunities > All opportunities.

  2. Select the opportunity record that you want to delete.

  3. On the Action pane, in the Maintain group, click Delete.

  4. Click OK to delete the opportunity.


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

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