Here are some of the most commonly used sales components.
|Account||An account represents a business or organization. Sometimes this is a customer or a vendor. In some organizations, this might be a different grouping, such as a family. Typically, an account will have related contact rows.|
|Activities||An activity is a type of table that offers tracking and scheduling options. By default, the system will have activities such as email, appointment, and|
phone call already configured. An administrator can add additional custom activities to meet additional business needs.
|Business process flow||A business process flow (BPF) is a type of automation in Microsoft Power Platform. The BPF is placed on an table and offers users guidance and a predictable action plan for gathering data. Administrators can add additional automation based on triggers from the user’s interaction with the BPF.|
|Contact||A contact represents a single individual. A contact will often have many related rows such as an account and activities.|
|Customer||A customer can be either an account or a contact. Typically speaking, in a business to business scenario, this is an account. In a business to|
consumer scenario, this is a contact.
|Invoice||An order or row of a sales including details about products or services purchased that has been billed to the customer.|
|Opportunity||Like a lead, an opportunity is a potential sales transaction. Typically speaking, an opportunity is a more viable prospect than a lead, and it will contain more information and be tracked for a longer period of time.|
|Order||A confirmed request for delivery of goods and services based on specified terms, or a quote that has been accepted by a customer.|
|Product catalog||A collection of rows that interact with opportunities, quotes, orders, and invoices to facilitate management of products, price lists, discounts, and product families for sales transactions.|
|Quote||A formal offer for products or services, proposed at specific prices and related payment terms to a customer.|