Sales Patch Version 3 Solution

Unique Name
Customization Prefix


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.
activitypointer Task performed, or to be performed, by a user. An activity is any action for which an entry can be made on a calendar.
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.
contact Person with whom a business unit has a relationship, such as customer, supplier, and colleague.
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.
email Activity that is delivered using email protocols.
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.
leadtoopportunitysalesprocess Lead To Opportunity Sales Process Business Process Flow
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.
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.
organization Top level of the Microsoft Dynamics 365 business hierarchy. The organization can be a specific business, holding company, or corporation.
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.
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.
systemuser Person with access to the Microsoft CRM system and who owns objects in the Microsoft CRM database.

See also