Create Opportunity without a Lead in D365 CE | Scribe

    Create Opportunity without a Lead in D365 CE

    • Obi Wan |
    • 14 steps |
    • 2 minutes
    1
    Navigate to [https://anzdrivetest.crm6.dynamics.com/](https://anzdrivetest.crm6.dynamics.com/)
    2
    Click "Opportunities" on the lefthand side
    3
    The default view will be ‘My Open Opportunities’. Check you have the correct list of views.
    4
    Select ‘+New’ along the top ribbon to start a new Opportunity
    5
    Select Account ‘Andrew Sharp Test Account’ by typing and then clicking the magnifying glass
    6
    Click the magnifying glass on the Contact search field and select ‘Homer Simpson’
    7
    Enter 'Opportunity Name' with the naming convention ""<Userinitals> Test meaningful opportunity title"" (e.g. BS Test XXX)
    8
    Enter a meaningful 'Description' to the opportunity, (e.g. XXXX)
    9
    Select Opportunity Type ‘Managed Print’. Note: Ensure you select the correct Type as this will lock after selection.
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    NOTE: These steps are the same across other Opportunity types and will need a specialist review
    10
    Select Opportunity Source of your choice
    11
    Check the Owner has autofilled with your own details
    12
    Select Est Close Date as one month from today’s date
    13
    Click 'Save'
    14
    You got it! You created an opportunity for an existing account.