App for Outlook Solution

Unique Name
AppforOutlook
Version
1.0.0.0
Customization Prefix
msdyn

Entities

The following entities are included in this solution.

Name Display Name Description
account Business that represents a customer or potential customer. The company that is billed in business transactions.
activitypointer Task performed, or to be performed, by a user. An activity is any action for which an entry can be made on a calendar.
appointment Commitment representing a time interval with start/end times and duration.
competitor Business competing for the sale represented by a lead or opportunity.
connection Relationship between two entities.
contact Person with whom a business unit has a relationship, such as customer, supplier, and colleague.
email Activity that is delivered using email protocols.
incident Service request case associated with a contract.
knowledgearticle Organizational knowledge for internal and external use.
lead Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived.
opportunity Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion.
phonecall Activity to track a telephone call.
salesliterature Storage of sales literature, which may contain one or more documents.
systemuser Person with access to the Microsoft CRM system and who owns objects in the Microsoft CRM database.
task Generic activity representing work needed to be done.
template Template for an email message that contains the standard attributes of an email message.

See also