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Microsoft D365 offers many features that will help make organising your data both easier and simpler. Having a way to close the opportunities you have won is a great example of this.

Why close won opportunities?

Ensuring that you’re keeping on top of your admin with all opportunities (both lost and won) is an important step in taking control of your admin organisation. Filing your data into the necessary locations will make this an easier feat for both you and your business.

How to close your won opportunities

  • Open Dynamics and Navigate to the Opportunities screen.
  • When you get to this screen perform a search for the Opportunity you wish to open.
  • Click on the Close as Won button.
  • Complete the relevant information. 

Want to find out more?

Find out more about closing your won opportunities with our useful guides.

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