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sales-entities-lead-opportunity-competitor-quote-order-invoice.md

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Sales entities (lead, opportunity, competitor, quote, order, invoice) (Developer Guide for Dynamics 365 Customer Engagement (on-premises)) | MicrosoftDocs
Learn about sales entities to manage tracking leads, opportunities, competitors, and managing quotes, orders, products, and sales goals of a sales process.
02/28/2023
pehecke
article
Dynamics 365 Customer Engagement (on-premises)
tracking sales, sales entities
sales entities, introduction
managing sales, sales entities
sales entities, managing and tracking sales
sales entities, tracking and managing sales
0b9ac43d-0b42-4c19-84e1-c81a9ec67d5a
16
JimDaly
jdaly
developer

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

Sales entities enable you to manage various phases of a sales process. They include tracking leads, opportunities, competitors, and managing quotes, orders, products, and sales goals.

Important

The developer concepts and operations related to sales entities (lead, opportunity, competitor, quote, order, invoice) in Dynamics 365 Customer Engagement (on-premises) are similar to Dynamics 365 Sales. For extensibility information about these entities, see Developer Guide for Dynamics 365 Sales.

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