Skip to content

Latest commit

 

History

History
70 lines (55 loc) · 4.28 KB

developer-guide.md

File metadata and controls

70 lines (55 loc) · 4.28 KB
title description ms.date ms.topic author ms.author ms.reviewer
Developer Guide
This guide contains entity reference and action reference information that developers need to know while developing for Dynamics 365 Sales.
05/01/2024
overview
lavanyakr01
lavanyakr
lavanyakr

Developer Guide for Dynamics 365 Sales

Welcome to the Dynamics 365 Sales Developer Guide. Use this guide to understand the tables (formerly known as entities) and actions that are available in Dynamics 365 Sales.

As a developer or system customizer, you can use the Dataverse WebAPI to interact with these tables and actions. You can update values in the Sales tables, even if the fields or forms are marked as read-only in the user interface. However, you must be aware of the implications of changing these values. We recommend that you test your changes in a development environment before deploying them to a production environment.

[!INCLUDEcc-app-definition-sales-dev]


Model your business data

  • Competitor table
  • Lead entity
  • Opportunity entity
  • Quote, order, and invoice tables
  • Marketing entities (campaign, list)
  • Goal management tables
  • Product catalog tables
  • Sales literature tables
  • Table reference

  • Invoice
  • Lead
  • Opportunity
  • Product
  • Quote
  • SalesOrder
  • Sales Action Reference

  • msdyn_ForecastApi
  • RecalculatePrice Action
  • Sales Premium

  • msdyn_ConnectSequence Action
  • Entity reference
  • Related resources

    Overview of Sales and Sales Hub
    Help resources for seller in Dynamics 365 Sales
    Administrator and Sales Manager Guide

    [!INCLUDEfooter-include]