About
About Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales is a cloud-based CRM application within the Dynamics 365 suite. It supports the entire sales lifecycle, from lead capture and opportunity management through quoting, order processing, and revenue forecasting, with native integration into Microsoft 365, Teams, and the broader Power Platform ecosystem.
Core Capabilities
Lead and opportunity management, account and contact tracking, quoting and order management, product catalogue and pricing, sales forecasting, activity management, and AI-driven insights via Copilot.
Deployment
Cloud-hosted on Microsoft Azure via Dataverse. The Business Connector communicates with Dynamics 365 Sales through the Dataverse Web API, supporting both standard and custom entities.
Data Model
Entity-based architecture built on Microsoft Dataverse. Relationships between accounts, contacts, opportunities, and orders follow the standard Dynamics 365 schema. The Business Connector maps and preserves all entity relationships and lookup fields.
Typical Landscape
Dynamics 365 Sales typically integrates with ERP systems (SAP Business One, SAP S/4HANA, Business Central), e-commerce platforms, marketing automation tools, customer support systems, and financial management applications.
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Business Objects
Business Objects Covered
The Business Connector covers the following Microsoft Dynamics 365 Sales objects, with inbound and outbound components, full data model understanding, and business rule handling built in.
Organization
Top-level organisational entity in Dataverse. Defines the root context for accounts, contacts, and all related sales records.
Account
Company or organisation records. Includes address, industry, account tier, parent-child relationships, and linked contacts.
Contact
Individual person records linked to an account. Includes job title, contact details, communication preferences, and relationship to opportunities.
Lead
Unqualified prospect records. Tracks source, status, and interest before conversion to account, contact, and opportunity.
Unit of Measure
Unit of measure definitions used on product and order line items. Controls quantity handling and conversion across transactions.
Unit of Measure Schedule
Unit of measure schedules grouping related units of measure. Assigned to products to enforce consistent quantity unit handling across the product catalogue.
Price Level
Price list records defining named pricing tiers. Linked to quotes, orders, and accounts to control which prices apply in each transaction.
Product
Product and service catalogue entries. Includes product family, default unit of measure schedule, status, and subject classification.
Product Price Level
Product-specific price entries within a price level. Defines the unit price, currency, and discount method for each product-pricelist combination.
Transaction Currency
Currency definitions used across quotes, orders, and opportunities. Includes ISO currency code, symbol, and exchange rate.
Quote
Sales quotes with status tracking, validity dates, shipping details, payment terms, and linked opportunity. Full revision history supported.
Quote Detail
Individual line items within a quote. Captures product, quantity, unit price, manual discount, and tax calculations per line.
Sales Opportunity
Opportunity records tracking pipeline stage, estimated revenue, close date, probability, and linked account and contact.
Sales Opportunity Product
Product line items associated with an opportunity. Defines quantity, pricing, and product details for revenue estimation and forecasting.
Sales Order
Sales orders created from quotes or directly. Tracks fulfilment status, billing and shipping addresses, payment terms, and linked account.
Sales Order Detail
Line items within a sales order. Captures product, quantity, price per unit, discounts, and tax amounts at the line level.
What Lives Under One Roof
What you can do with this connector
All natively built, All sharing OES data model. All accessible from one workspace.
Lead-to-Order Automation
Leads captured in Dynamics 365 Sales are qualified, converted to opportunities, and progressed through the sales pipeline. Approved quotes convert to sales orders and flow automatically into your ERP, closing the gap between CRM and back office without manual re-entry.
Account & Contact Master Data Sync
Create or update an account or contact in Dynamics 365 Sales, and the record propagates to your ERP, marketing platform, and support system, with correct relationship mapping between accounts, contacts, and organisations preserved end-to-end.
Product Catalogue & Pricing Distribution
Product records, unit of measure schedules, price levels, and product price list entries maintained in Dynamics 365 Sales sync to connected commerce, quoting, and ERP systems. Price changes reflect everywhere without manual export.
Quote-to-Invoice Handoff
Quotes and quote line items created in Dynamics 365 Sales flow into your ERP as sales orders or invoices. Discount structures, product configurations, and currency settings are carried across with no data loss.
Multi-Currency Sales Operations
Transaction currencies configured in Dynamics 365 Sales sync with connected financial systems. Exchange rates and currency codes are propagated to ensure consistent multi-currency handling across CRM, ERP, and accounting platforms.
Opportunity & Revenue Forecasting Integration
Sales opportunity data, including stage, probability, estimated value, and product lines, is shared with BI tools and financial planning systems. Forecast accuracy improves when CRM pipeline data is kept current across all connected platforms.
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