Associate an opportunity with an account or contact

Can I do this task?

You associate opportunities with accounts Companies that might do business with your organization. or contacts People who represent customers or potential customers, or individuals related to accounts. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague. by creating an opportunity relationship A type of relationship role that describes the relationship between an account or contact and an opportunity. between them. You'll select one from the Opportunity Relationship form.

1. In the Navigation Pane, click Sales, and then click either Accounts or Contacts.
2. In the list, open the record you want.
3. Click the Add tab. In the Create Relationship group, click Relationship, and then click Opportunity.
4. On the Opportunity Relationship form, enter information in the following boxes:
   • Opportunity

     You must select one. Click the Lookup button to search for an opportunity.

   • Customer

     Microsoft Dynamics CRM enters the account or contact record automatically.

   • Customer Role

     Select an option from the list. This field can be customized, so the values will vary.

     Your organization might set up different relationship roles The definitions of the business relationships between accounts, opportunities, and contacts. for different types of customers. This field is not required.

     If you do not see the relationship role you want, ask your system administrator to add it to the Relationship Roles area, which is in the Settings area.

   • Description

     Add any additional information, if desired.

5. Click Save or Save and Close.
6. Click the Account or Contact tab. Click Save or Save and Close.

Note

You cannot set up duplicate relationships between a customer The account or contact with which a business unit conducts a business transaction. record and an opportunity A potential revenue-generating event or sale to an account that needs to be tracked through a sales process to completion. unless you give the customer an additional, different relationship role A definition of one side of a business relationship that exists between accounts, opportunities, or contacts..