Microsoft Dynamics CRM 2013 Unleashed

Add Products to an Opportunity

To create a complete Opportunity, including adding products, follow these steps:

1. Select New from the Sales > Opportunity option.

2. Complete the Topic and Currency selection.

3. Select whether the Opportunity Estimated Revenue should be calculated by the system or user. Because you’ll have the system calculate the estimated revenue for this example, change the Revenue as System Calculated from User Provided.

Tip

You can only edit the Est. Revenue directly in the Header if User Provided is selected in the Product Line Items section. Otherwise the Est. Revenue field will be locked because it will be set to System Calculated, as shown in Figure 8.28, and will update when Product Line Items are added or when Recalculate ...