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Convert an activity to an opportunity

Convert an activity to an opportunity: Microsoft Dynamics CRM Essential Training
Convert an activity to an opportunity: Microsoft Dynamics CRM Essential Training

If the information you need to create an opportunity has already been captured in a phone call, appointment, or other activity, convert that activity to an opportunity. Open the activity, click the Convert To down arrow on the command bar, and choose To Opportunity to transfer the activity data to the opportunity form. Fill in any other required or optional information then click Save to save the new opportunity. If you're working in service, choose Convert To then To Case to convert an activity to a new case.

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