Opportunities (form)

Article
05/05/2014

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 > All opportunities. On the All opportunities list page, open or create an opportunity.

Use this form to create, modify, view, and delete opportunity records.

Tasks that use this form

Create, copy, or delete an opportunity

Navigating the form

The following tables provide descriptions for the controls in this form.

Action Pane tabs

Tab	Description
Opportunity	Create, update, or copy an opportunity. Update the status or qualifying process of an opportunity.
General	View or update general information about the selected opportunity.

Tabs

Tab	Description
General	View or update general information about the selected opportunity.
Contacts	Add or remove contact records for the selected opportunity.
Address	Add or remove address records for the selected opportunity.
Contact information	View or add a contact person for the selected opportunity.
Competitors	View, add, or update information about the competitors for the selected opportunity.
SWOT analysis	View or create a strengths, weaknesses, opportunities, and threats (SWOT) analysis for the selected opportunity.
Associations	View, add, or update records that are associated with the selected opportunity. For example, if your organization is in the process of completing a project and a new opportunity is acquired through that project, you can associate the opportunity with that project.
Administration	View information about when the opportunity was opened and closed, the worker that opened and closed the opportunity, and the reason that the opportunity was closed.

Action Pane buttons

Button	Description
Change status	Update or change the status of the selected opportunity.
Opportunity	Create a new opportunity.
Copy opportunity	Copy the information from the selected opportunity into a new opportunity.
Quotation	Create a quotation for the opportunity.
Sales process	Select or create a new sales process and the associated activities for the selected opportunity.
Change stage	Move the selected opportunity to the next stage in the sales process.
Contacts	View the contact records that are associated with the selected opportunity.
Prospect	View the prospect records that are associated with the selected opportunity.
Customer	View the customer records that are associated with the selected opportunity.
Attachments	View documents or notes that are attached to the selected opportunity.
Responsibilities	View or select the worker that is responsible for working with the selected opportunity.
Collaboration workspace	Create a new collaboration workspace for the selected opportunity or link the opportunity to an existing collaboration workspace.
Customer	Generate a new customer record from the selected opportunity.
Lead	Generate a new lead record from the selected opportunity.
Transaction log	View the transaction log for the selected opportunity.
Quotations	View all sales quotations that are associated with the opportunity.
Activities	View or create activities for the selected opportunity.

Buttons

Button	Description
Details	View the detailed information for the selected opportunity.
Map	Open an online map for the selected address.
More options (On the Address FastTab)	Select the action to perform for an address record. In Microsoft Dynamics AX 2012 R2, select from the following options: Remove – Mark the selected address record as inactive. You can delete all inactivated addresses by running a batch job in the Delete inactivated addresses form. Set defaults – Select the default address. Advanced – Open the Manage addresses form. In Microsoft Dynamics AX 2012, select from the following options: Remove – Delete the selected address record from the list. Deactivate – Set the status of the selected address record to inactive. The address record is not deleted. Advanced – Open the Manage addresses form.
More options (On the Contact information FastTab)	Select the action to perform for a contact information record. In Microsoft Dynamics AX 2012 R2, select from the following options: Remove – Delete the selected contact information record. Set defaults – Select the default contact information record. Advanced – Open the Edit contact information form. In Microsoft Dynamics AX 2012, select from the following options: Remove – Delete the selected address record from the list. Deactivate – Set the status of the selected address record to inactive. The address record is not deleted. Advanced – Open the Edit contact information form.

Fields

Field	Description
Opportunity ID	The unique identification assigned to the selected opportunity.
Subject	View or enter the subject or interest of the opportunity.
Name	View or enter the name of the opportunity.
Status	View or select the current status of the opportunity.
Owner	View or select the worker who is responsible for the opportunity.
Prognosis	View or select the prognosis or length of time estimated for the opportunity to become a sale
Probability	View or select the percentage of probability that the opportunity will become a customer.
Sales unit	View or select the sales unit or team that is assigned to the opportunity.
Sales process	View or select the sales process for the opportunity.
Estimated revenue	View or enter the estimated revenue your organization will earn if you win the opportunity and the opportunity becomes a customer.
Source type	View or select how the opportunity was acquired.
Source ID	View or select the identification of the source of the opportunity.
Internal URL	View or enter the URL of the collaboration workspace that is internal to your organization.
External URL	View or enter the URL of the collaboration workspace that is external to your organization.
Name	View or enter the name of the opportunity contact.
Contact for:	The organization that the contact is the contact for.
Telephone	The telephone number of the contact’s 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.
Private	View whether the address is private. If the address is marked as private, you must be assigned to the appropriate role to view the address.
Type	View or select the communication method type.
Contact number/address	View or enter the contact information number or address. For example, a mobile telephone number or an e-mail address.
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.
Winner	Select this check box to indicate that the competitor won the opportunity.
Competitor	View or select the name of the competitor that won the opportunity.
Product	View or enter the product for sale.
Type	View or select the SWOT type for analysis.
Type	View or select the record type to associate with the opportunity.
ID	The unique identification of the associated record.
Description	A brief description of the associated record.
Opened by	View or select the identification of the worker who created the opportunity.
Date opened	View or select the date that the opportunity was created.
Closed by	View or select the identification of the worker who closed the opportunity.
Date closed	View or enter the date that the opportunity was closed.
Days open	View or enter the number of days that the opportunity was open.
Reason	View or select the reason that the opportunity was closed.

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