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Developer Guide for Dynamics 365 Sales

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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.

Important

Dynamics 365 Sales runs on Microsoft Dataverse and uses Power Apps model-driven app design. It supports the standard extensibility model for model-driven apps and Dataverse to perform operations programmatically. For more information, see Model-driven apps Developer Guide and Microsoft Dataverse Developer Guide


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
    		•

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