What do you need to do after filling in the necessary fields when creating a new Opportunity?

When creating a new Opportunity in Dynamics 365, the critical step following the completion of the necessary fields is to save the record. This action ensures that all the information you’ve entered is stored in the system for future reference and further actions. Without saving, any data input would be lost once you navigate away from the page or close the application, which would hinder the progress tracking of the sales process.

Saving the record also allows you to then perform additional actions, such as assigning the opportunity to a sales team member or sending out email notifications at a later stage. In a CRM context, preserving data integrity and accessibility is paramount to effective sales management and strategic planning, making the process of saving the record a foundational requirement after entering the necessary information.