How to Use Competitor Records in Dynamics 365 Sales

Competitor records in Dynamics 365 Sales are a powerful yet often underutilized tool that can provide valuable insights into your competition. By tracking competitors within your CRM, your sales team can better understand who you’re competing against, why deals are won or lost, and how to improve sales strategies.

In our latest enCloud9 YouTube video, we walk through how to:

Locate Competitor records within the Sales Hub.
Link competitors to opportunities to track who you’re up against.
Log key insights, such as competitor strengths, weaknesses, and pricing details.
Use win/loss data to understand why deals are closing in your favor—or going to a competitor.
Analyze competitor trends with reports and dashboards to refine your sales approach.

By using Competitor records, sales teams gain a data-driven advantage when engaging with prospects. If a deal is lost, you can record which competitor won and why—whether it was pricing, product features, or speed of delivery. Over time, this data helps refine your sales tactics, pricing strategies, and competitive positioning.

How enCloud9 Can Help You Optimize Dynamics 365 Sales

At enCloud9, we specialize in helping businesses maximize the potential of Dynamics 365 Sales. Our expert team can assist with:

Customizing Competitor Records – Tailor competitor tracking to fit your sales strategy.
Automating Reporting & Insights – Gain real-time data on win/loss trends and competitor performance.
Training & Support – Ensure your team understands how to effectively use Competitor records and other CRM features.

Whether you need help optimizing your CRM, improving sales workflows, or setting up advanced analytics, enCloud9 is here to assist.

Contact us today to learn how we can help you gain a competitive edge with Dynamics 365!

Learn More

For more in-depth tutorials and insights, check out our YouTube channel or visit the enCloud9 blog for the latest Dynamics 365 tips!

The post How to Use Competitor Records in Dynamics 365 Sales appeared first on CRM Software Blog | Dynamics 365.