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What you can do with Microsoft Dynamics 365 Sales

Every task in plain language. Pick one, and we can help you get access.

31 things you can do

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales is Microsoft's enterprise CRM application for managing leads, opportunities, accounts, contacts, sales pipelines, forecasts, and customer relationships, built on the Microsoft Dataverse platform and integrated with Microsoft 365, Teams, Copilot, and Power Platform. Developers programmatically interact with Dynamics 365 Sales data through the Dataverse Web API, an OData

Accounts Receivable Management

Create an invoiceList invoices

Customer Data Management

Create a new customer accountDelete an accountUpdate an existing accountAdd a new contactDelete a contactUpdate an existing contactSearch and list customer accountsLook up a single account by IDSearch and list contactsLook up a single contact by ID

Opportunity & Pipeline Management

Create a sales opportunityDelete an opportunityUpdate an existing opportunityCapture a new leadDelete a leadUpdate an existing leadList sales opportunitiesLook up a single opportunity by IDSearch and list leadsLook up a single lead by ID

Quote & Configuration Management

Create a sales quoteList sales quotes

Other things you can do

Add a product to the catalogCreate a follow-up taskCreate a sales orderRun several CRM operations in one batchList products in the catalogList follow-up tasksList sales orders