- The article provides a step-by-step guide on how to set up opportunities in Microsoft business applications like Dynamics 365 Sales.
- The first step is to set up sales cycles and sales cycle stages before working with opportunity management.
- Opportunities can be created and linked to specific salespeople to track potential sales.
- When creating opportunities, details such as the contact, salesperson, sales cycle, and dates should be included, along with estimates of sales value and success odds.
- Opportunity sales cycle codes can be set up to define unique identifiers, descriptions, and probability calculations for each sales cycle.
- Opportunity sales cycle stages can be set up to specify stage numbers, descriptions, completed percentages, chances of success percentages, activity codes, quote request validations, skip permissions, date formulas, and comments.
- Activities with tasks can be set up and assigned to opportunities, salespeople, or contacts.
- The article concludes by mentioning that part 2 will demonstrate how to create opportunities and process sales opportunities.
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