Identifying your connections to any Opportunity

Dynamics offers you a way to document any connections to any opportunity. With the correct role assigned to a connection, you can structure how it is associated and appears.

Incorporated into our logo is the above image. We chose this for a few reasons but, primarily, we believe it represents how the Dynamics database can connect different records.

If you look at the icon, there is a centre item. Let’s picture this as an Opportunity. The Opportunity connects people in different roles. With Dynamics, you can assign internal connections to various roles (such as a technical advisor, an approving director, architect, finance manager, copywriter, etc.). You’re also able to add external connections with just a couple of clicks.

One of the people could be the sponsor — the stakeholder for the potential customer. This could be a person you met at a networking event who referred this potential customer to you. They could be an internal colleague who provides technical support, an external 3rd party who would be a sub-contractor on the work or even the potential customer’s solicitor. I’m sure you get the picture.

Anyone who is involved in a piece of work can be connected to a record in Dynamics. The beauty of this is that you do not just see the connections from the opportunity. If you go to, for example, the person who did the referral, you will still see all they are connected to.

Can you now see the power of connections?

Connection Roles

As a system administrator, you can create and amend Connection Roles. For example, if you have an external company doing your pre-sales, you can create a Pre-Sale Connection.

In Dynamics, Roles are a bit like a handshake; they need to be linked both ways. This means that to create one for your system, you need to ensure you have a role to and a role from.

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