Sales entities (lead, opportunity, competitor, quote, order, invoice)

Dynamics CRM 2016
 

Updated: November 29, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

You use the entities described in this section to manage various phases of a sales process. They include tracking leads, opportunities, competitors, and managing quotes, orders, products, and sales goals.

In This Section

Competitor entity

Lead entity

Opportunity entities

Quote, order, and invoice entities

Related Sections

Model your business data in Microsoft Dynamics 365

Marketing entities (campaign, list)

Microsoft Dynamics 365

© 2016 Microsoft. All rights reserved. Copyright

Community Additions

ADD
Show: