Sales Solution

Unique Name
msdynce_Sales
Version
9.0.1.61
Customization Prefix
none

Entities

The following entities are included in this solution.

Name Display Name Description
account Business that represents a customer or potential customer. The company that is billed in business transactions.
actioncard Action card entity to show action cards.
appointment Commitment representing a time interval with start/end times and duration.
competitor Business competing for the sale represented by a lead or opportunity.
competitoraddress Additional addresses for a competitor. The first two addresses are stored in the competitor object.
competitorproduct Association between a competitor and a product offered by the competitor.
competitorsalesliterature
connection Relationship between two entities.
contact Person with whom a business unit has a relationship, such as customer, supplier, and colleague.
contactinvoices
contactorders
contactquotes
discount Price reduction made from the list price of a product or service based on the quantity purchased.
discounttype Type of discount specified as either a percentage or an amount.
dynamicpropertyinstance Instance of a property with its value.
email Activity that is delivered using email protocols.
fax Activity that tracks call outcome and number of pages for a fax and optionally stores an electronic copy of the document.
invoice Order that has been billed.
invoicedetail Line item in an invoice containing detailed billing information for a product.
lead Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived.
leadcompetitors
leadproduct
leadtoopportunitysalesprocess Lead To Opportunity Sales Process Business Process Flow
letter Activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter.
mailmergetemplate Template for a mail merge document that contains the standard attributes of that document.
opportunity Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion.
opportunityclose Activity that is created automatically when an opportunity is closed, containing information such as the description of the closing and actual revenue.
opportunitycompetitors
opportunityproduct Association between an opportunity and a product.
opportunitysalesprocess Base entity for process Opportunity Sales Process
orderclose Activity generated automatically when an order is closed.
phonecall Activity to track a telephone call.
postfollow Represents a user following the activity feed of an object.
postregarding Represents which object an activity feed post is regarding. For internal use only.
productpricelevel Information about how to price a product in the specified price level, including pricing method, rounding option, and discount type based on a specified product unit.
productsalesliterature
quote Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.
quoteclose Activity generated when a quote is closed.
quotedetail Product line item in a quote. The details include such information as product ID, description, quantity, and cost.
recurringappointmentmaster The Master appointment of a recurring appointment series.
salesliterature Storage of sales literature, which may contain one or more documents.
salesliteratureitem Item in the sales literature collection.
salesorder Quote that has been accepted.
salesorderdetail Line item in a sales order.
sharepointdocumentlocation Document libraries or folders on a SharePoint server from where documents can be managed in Microsoft Dynamics 365.
socialprofile This entity is used to store social profile information of its associated account and contacts on different social channels.
systemuser Person with access to the Microsoft CRM system and who owns objects in the Microsoft CRM database.
task Generic activity representing work needed to be done.
template Template for an email message that contains the standard attributes of an email message.

See also