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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.