If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support. I tried deactivating the process and moving our opportunities away from this stage, but still I was not able to rename it. The Sales Process in Microsoft Dynamics 365 Business Central Email Print Continuing Tensoft’s series of Microsoft Dynamics 365 Business Central training videos, here’s one that covers the sales process in Business Central. May 13, 2016 In this webinar we will discuss how you actually define your company's sales process and the steps required to use that process within Dynamics CRM/365. Within Microsoft Dynamics CRM there are built in processes that can help optimize your sales team taking the guess work out of what to do next. With the familiarity of the Microsoft interface, your sales team can begin to simplify the sales process, automate lead management and boost sales.
- Microsoft Dynamics 365 Sales Process
- Dynamic Process Group
- Microsoft Dynamics Sales Forecasting Process
- Dynamics Crm Sales Process
- Entity Set Path
- [organization URI]/api/data/v9.0/opportunitysalesprocesses
- Base Type
- crmbaseentity
- Display Name
- Opportunity Sales Process
- Primary Key
- businessprocessflowinstanceid
- Primary Key Attribute
- name
- Operations Supported
- POSTGETPATCHDELETE
![Pdf Pdf](/uploads/1/2/6/2/126265565/869104765.png)
Properties
Properties represent fields of data stored in the entity.Some properties are read-only.
Name | Type | Details | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
activestagestartedon | Edm.DateTimeOffset | Date and time when current active stage is started. Virtual windows xp mode. Display Name: Active Stage Started On | ||||||||
businessprocessflowinstanceid | Edm.Guid | Unique identifier for Opportunity Sales Process bpf entity instances Display Name: Opportunity Sales Process Instance Id | ||||||||
completedon | Edm.DateTimeOffset | Date and time when Business Process Flow instance is completed. Display Name: Completed On | ||||||||
createdon | Edm.DateTimeOffset | Date and time when the record was created. Display Name: Created On Read Only | ||||||||
duration | Edm.Int32 | Duration the business process flow was active. Display Name: Duration Is Computed | ||||||||
exchangerate | Edm.Decimal | Shows the conversion rate of the record's currency. The exchange rate is used to convert all money fields in the record from the local currency to the system's default currency. Display Name: Exchange Rate | ||||||||
importsequencenumber | Edm.Int32 | Sequence number of the import that created this record. Display Name: Import Sequence Number | ||||||||
modifiedon | Edm.DateTimeOffset | Date and time when the record was modified. Display Name: Modified On Read Only | ||||||||
name | Edm.String | Process Name. Display Name: Process Name | ||||||||
overriddencreatedon | Edm.DateTimeOffset | Date and time that the record was migrated. Display Name: Record Created On | ||||||||
statecode | Edm.Int32 | Shows whether the Delve action record is pending, completed, or tracking. Display Name: Status | ||||||||
statuscode | Edm.Int32 | Select the delve action record status. Display Name: Status Reason Default Options
| ||||||||
timezoneruleversionnumber | Edm.Int32 | For internal use only. Display Name: Time Zone Rule Version Number | ||||||||
traversedpath | Edm.String | Comma delimited string of process stage ids that represent visited stages of the Business Process Flow instance. Display Name: Traversed Path | ||||||||
utcconversiontimezonecode | Edm.Int32 | Time zone code that was in use when the record was created. Display Name: UTC Conversion Time Zone Code | ||||||||
versionnumber | Edm.Int64 | Version Number Display Name: Version Number |
Lookup Properties
Lookup properties are read-only, computed properties which contain entity primary key Edm.Guid data for one or more corresponding single-valued navigation properties. More information: Lookup properties and Retrieve data about lookup properties.
Name | Single-valued navigation property | Description |
---|---|---|
_activestageid_value | activestageid | Adobe get serial number photoshop. Unique identifier of the active stage for the Business Process Flow instance. |
_bpf_quoteid_value | bpf_quoteid | |
_bpf_salesorderid_value | bpf_salesorderid | |
_createdby_value | createdbyname | Unique identifier of the user who created the record. |
_createdonbehalfby_value | createdonbehalfbyname | Unique identifier of the delegate user who created the record. |
_modifiedby_value | modifiedbyname | Unique identifier of the user who modified the record. |
_modifiedonbehalfby_value | modifiedonbehalfbyname | Unique identifier of the delegate user who modified the record. |
_opportunityid_value | opportunityid | Unique identifier of the workflow associated to the Business Process Flow instance. |
_organizationid_value | organizationid | Unique identifier for the organization |
_processid_value | processid | Unique identifier of the workflow associated to the Business Process Flow instance. |
_quoteid_value | quoteid | Unique identifier of the workflow associated to the Business Process Flow instance. |
_salesorderid_value | salesorderid | Unique identifier of the workflow associated to the Business Process Flow instance. |
_transactioncurrencyid_value | transactioncurrencyid | Choose the local currency for the record to make sure budgets are reported in the correct currency. |
Single-valued navigation properties
Single-valued navigation properties represent lookup fields where a single entity can be referenced. Each single-valued navigation property has a corresponding partner collection-valued navigation property on the related entity.
Name | Type | Partner |
---|---|---|
activestageid | processstage | processstage_opportunitysalesprocess |
bpf_quoteid | quote | bpf_quote_OpportunitySalesProcess |
bpf_salesorderid | salesorder | bpf_salesorder_OpportunitySalesProcess |
createdbyname | systemuser | lk_opportunitysalesprocess_createdby |
createdonbehalfbyname | systemuser | lk_opportunitysalesprocess_createdonbehalfby |
modifiedbyname | systemuser | lk_opportunitysalesprocess_modifiedby |
modifiedonbehalfbyname | systemuser | lk_opportunitysalesprocess_modifiedonbehalfby |
opportunityid | opportunity | opportunity_opportunitysalesprocess |
organizationid | organization | organization_opportunitysalesprocess |
processid | workflow | workflow_opportunitysalesprocess |
quoteid | quote | quote_opportunitysalesprocess |
salesorderid | salesorder | salesorder_opportunitysalesprocess |
transactioncurrencyid | transactioncurrency | transactioncurrency_opportunitysalesprocess |
Collection-valued navigation properties
Collection-valued navigation properties represent collections of entities which may represent either a one-to-many (1:N) or many-to-many (N:N) relationship between the entities.
Name | Type | Partner |
---|---|---|
opportunitysalesprocess_AsyncOperations | asyncoperation | regardingobjectid_opportunitysalesprocess |
opportunitysalesprocess_BulkDeleteFailures | bulkdeletefailure | regardingobjectid_opportunitysalesprocess |
opportunitysalesprocess_MailboxTrackingFolders | mailboxtrackingfolder | regardingobjectid_opportunitysalesprocess |
opportunitysalesprocess_PrincipalObjectAttributeAccesses | principalobjectattributeaccess | objectid_opportunitysalesprocess |
opportunitysalesprocess_ProcessSession | processsession | regardingobjectid_opportunitysalesprocess |
OpportunitySalesProcess_SyncErrors | syncerror | regardingobjectid_OpportunitySalesProcess_syncerror |
workflowlogs_opportunitysalesprocess | workflowlog | OpportunitySalesProcess_asyncoperationid |
![Dynamics Dynamics](/uploads/1/2/6/2/126265565/170453766.jpg)
Solutions
The following solutions include the opportunitysalesprocess entity type.
Name | Description |
---|---|
Sales | Dynamics 365 workload for sales. |
Project Service Automation | Microsoft Dynamics 365 for Project Service Automation is an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Project Service gives you the tools you need to: Estimate, quote, and contract work; Plan and assign resources; Enable team collaboration; Capture time, expense, and progress data for real-time insights and accurate invoicing. |
Microsoft Dynamics 365 Sales Process
See also
-->Welcome to Dynamics 365 Sales!
Dynamics 365 Sales enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 Sales to keep track of your accounts and contacts, nurture your sales from lead to order, and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities
Available anywhere, on any device
The My Apps page shows the apps based on the logged in user's security role.
Here are the flavors Dynamics 365 Sales is available in: Hard drive serial numbers.
- The Sales Hub app is built on the Unified Interface framework. The Unified Interface framework uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation. With Dynamics 365 for Customer Engagement apps version 9.0.2, the Sales Hub app is optimized to work on mobile devices as well as desktops.
- The Sales app is designed for the legacy web client and is the full-featured, desktop-optimized web client app for sales scenarios.ImportantWith the April 2019 release, any new subscription to Dynamics 365 for Sales will not have the Sales app (web client). The existing organizations where the Sales app was available will show a notification prompting users to update their legacy web client apps to Unified Interface. More information: Update your apps to Unified Interface, Enable Unified Interface Only mode
- The Sales Professional app is similar to the Sales Hub app, but the entities included in the Sales Professional app are a subset of the entities included in the Sales Enterprise.NoteFor mobile devices, you'll also need to install Dynamics 365 for phones and tablets.
Dynamic Process Group
The following image shows the menu of the Sales Hub app, which is the Unified Interface app for Dynamics 365 for Sales.
The following image shows the menu for the Sales app or the Sales module in the Dynamics 365 - custom app.
What Dynamics 365 for Sales offers
Dynamics 365 Sales offers great benefits, whether you're using a desktop, phone, or tablet.
Benefits for sales people
- Follow guided business processes, so you know which steps to take next to close deals faster. You can tailor these business processes for your organization's needs.
- Manage customers and deals wherever you are, on any device (phone, tablet, PC, or Mac).
- Get productive faster by using familiar tools. Dynamics 365 Sales is tightly integrated with Office 365 apps, which makes it easier to get going more quickly:
- Use SharePoint to store and view documents like presentations or notes in the context of a record, such as an opportunity, so anyone working on the opportunity can view them.
- Open sales data in Excel, make changes, and save the changes back to Dynamics 365 Sales—all without switching between applications.
- Get actionable insights and suggestions based on how you work. For example, if you have an opportunity closing next week, the Relationship Assistant will send you a reminder to connect with your customer.
- Find all activities (appointments, phone calls, and so on) related to a customer or opportunity in one central place, so you have the context you need to do your job.
Benefits for sales managers
Microsoft Dynamics Sales Forecasting Process
- Accelerate your team's performance by using real-time analytics based on historical data and predictive information.
- Monitor results, and provide feedback and coaching, in real time.
- Use immersive Excel and prebuilt templates to do quick analysis without leaving Dynamics 365 Sales.
See also
Dynamics Crm Sales Process
User Guide (Sales and Sales Hub)
Business process flows overview
Set up a product catalog
Set up sales territories
Business process flows overview
Set up a product catalog
Set up sales territories