crmbaseentity EntityType

Derived Types

The following entity types inherit from the crmbaseentity entity type.

Name Description
accountleads description.
account Business that represents a customer or potential customer. The company that is billed in business transactions.
aciviewmapper Customized messages for an entity that has been renamed.
actioncard Action card entity to show action cards.
actioncarduserstate
activitymimeattachment MIME attachment for an activity.
activityparty Person or group associated with an activity. An activity can have multiple activity parties.
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.
annotation Note that is attached to one or more objects, including other notes.
annualfiscalcalendar Year long fiscal calendar of an organization. A span of time during which the financial activities of an organization are calculated.
appconfiginstance Contains a property or a list of properties from the app configuration master list that can be customized for any app in Dynamics 365. For internal use only.
appconfigmaster Contains the master list of all properties that can be customized for apps in Dynamics 365. For internal use only.
appconfig Contains a mapping between an app configuration instance and an app, which defines the properties that can be customized for the app. Optionally, also contains navigation setting for an app. For internal use only.
appmodulecomponent A component available in a business app such as entity, dashboard, form, view, chart, and business process.
appmoduleroles Security roles that have access to a business app.
appmodule A role-based, modular business app that provides task-based functionality for a particular area of work.
asyncoperation Process whose execution can proceed independently or in the background.
attachment Attachment for an email activity.
audit Track changes to records for analysis, record keeping, and compliance.
bookableresourcebookingheader Shows the reservation table where the summary of resource bookings are persisted.
bookableresourcebooking Represents the line details of a resource booking.
bookableresourcecategory Resource category master used to categorize people and equipment.
bookableresourcecategoryassn Association entity to model the categorization of resources.
bookableresourcecharacteristic Associates resources with their characteristics and specifies the proficiency level of a resource for that characteristic.
bookableresourcegroup Associates resources with resource groups that they are a member of.
bookableresource Resource that has capacity which can be allocated to work.
bookingstatus Allows creation of multiple sub statuses mapped to a booking status option.
bulkdeletefailure Record that was not deleted during a bulk deletion job.
bulkdeleteoperation User-submitted bulk deletion job.
bulkoperationlog Log used to track bulk operation execution, successes, and failures.
businessunitnewsarticle Announcement associated with an organization.
businessunit Business, division, or department in the Microsoft Dynamics 365 database.
calendarrule Defines free/busy times for a service and for resources or resource groups, such as working, non-working, vacation, and blocked.
calendar Calendar used by the scheduling system to define when an appointment or activity is to occur.
campaignactivityitem Work item of a campaign activity, such as a list or sales literature.
campaignitem Work item in a campaign, a list or sales literature.
campaign Container for campaign activities and responses, sales literature, products, and lists to create, plan, execute, and track the results of a specific marketing campaign through its life.
category Entity for categorizing records to make it easier for your customers to find them on portals and through search.
characteristic Skills, education and certifications of resources.
columnmapping Mapping for columns in a data map.
competitoraddress Additional addresses for a competitor. The first two addresses are stored in the competitor object.
competitorproduct Association between a competitor and a product offered by the competitor.
competitor Business competing for the sale represented by a lead or opportunity.
competitorsalesliterature
complexcontrol For internal use only.
connectionrole Role describing a relationship between a two records.
connection Relationship between two entities.
constraintbasedgroup Group or collection of people, equipment, and/or facilities that can be scheduled.
contactinvoices
contactleads
contactorders
contactquotes
contact Person with whom a business unit has a relationship, such as customer, supplier, and colleague.
contractdetail Line item in a contract that specifies the type of service a customer is entitled to.
contract Agreement to provide customer service during a specified amount of time or number of cases.
contracttemplate Template for a contract containing the standard attributes of a contract.
customcontroldefaultconfig For internal use only.
customcontrolresource Custom Control Resource Id
customcontrol For internal use only.
customeraddress Address and shipping information. Used to store additional addresses for an account or contact.
dataperformance Data Performance Dashboard.
dependency A component dependency in CRM.
discount Price reduction made from the list price of a product or service based on the quantity purchased.
discounttype Type of discount specified as either a percentage or an amount.
displaystring Customized messages for an entity that has been renamed.
documenttemplate Used to store Document Templates in database in binary format.
duplicaterecord Potential duplicate record.
duplicaterulecondition Condition of a duplicate detection rule.
duplicaterule Rule used to identify potential duplicates.
dynamicproperty Information about a product property.
dynamicpropertyassociation Association of a property definition with another entity in the system.
dynamicpropertyinstance Instance of a property with its value.
dynamicpropertyoptionsetitem Item with a name and value in a property option set type.
emailserverprofile Holds the Email Server Profiles of an organization
entitlementchannel Defines the amount and type of support for a channel.
entitlementcontacts
entitlementproducts
entitlement Defines the amount and type of support a customer should receive.
entitlementtemplatechannel Contains predefined support terms for a channel to create entitlements for customers.
entitlementtemplateproducts
entitlementtemplate Contains predefined customer support terms that can be used to created entitlements for customers.
entitydataprovider Developers can register plug-ins on a data provider to enable data access for virtual entities in the system.
equipment Resource that can be scheduled.
exchangesyncidmapping The mapping used to keep track of the IDs for items synced between CRM and Exchange.
expiredprocess Expired Process Business Process Flow
feedback Container for feedback and ratings for knowledge articles.
fieldpermission Group of privileges used to categorize users to provide appropriate access to secured columns.
fieldsecurityprofile Profile which defines access level for secured attributes
fixedmonthlyfiscalcalendar Fixed monthly fiscal calendar of an organization. A span of time during which the financial activities of an organization are calculated.
goalrollupquery Query that is used to filter the results of the goal rollup.
goal Target objective for a user or a team for a specified time period.
importdata Unprocessed data from imported files.
importentitymapping Mapping for entities in a data map.
importfile File name of file used for import.
importjob For internal use only.
importlog Failure reason and other detailed information for a record that failed to import.
importmap Data map used in import.
import Status and ownership information for an import job.
incidentknowledgebaserecord
incident Service request case associated with a contract.
interactionforemail
invaliddependency An invalid dependency in the CRM system.
invoicedetail Line item in an invoice containing detailed billing information for a product.
invoice Order that has been billed.
kbarticlecomment Comment on a knowledge base article.
kbarticle Structured content that is part of the knowledge base.
kbarticletemplate Template for a knowledge base article that contains the standard attributes of an article.
knowledgearticleincident Association between an knowledge article and incident.
knowledgearticle Organizational knowledge for internal and external use.
knowledgearticleviews No of times an article is viewed per day
knowledgebaserecord Metadata of knowledge base (KB) articles associated with Microsoft Dynamics 365 entities.
languagelocale Language
leadaddress Address information for a lead.
leadcompetitors
leadproduct
lead Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived.
leadtoopportunitysalesprocess Lead To Opportunity Sales Process Business Process Flow
listmember Item in a marketing list.
list Group of existing or potential customers created for a marketing campaign or other sales purposes.
lookupmapping In a data map, maps a lookup attribute in a source file to Microsoft Dynamics 365.
mailbox
mailboxtrackingfolder Stores data about what folders for a mailbox are auto tracked
mailmergetemplate Template for a mail merge document that contains the standard attributes of that document.
metric Type of measurement for a goal, such as money amount or count.
mobileofflineprofileitemassociation Information on relationships to be used to follow related entity's records for mobile offline profile item.
mobileofflineprofileitem Information on entity availability to mobile devices in offline mode for a mobile offline profile item.
mobileofflineprofile Information to administer and manage the data available to mobile devices in offline mode.
monthlyfiscalcalendar Monthly fiscal calendar of an organization. A span of time during which the financial activities of an organization are calculated.
msdyn_accountpricelist Sales price list for this customer to capture special pricing agreements for products, roles and categories.
msdyn_actual
msdyn_agreementbookingdate Specify the maintenance booking dates for the agreement.
msdyn_agreementbookingincident Specify the booking incident for the agreement.
msdyn_agreementbookingproduct Specify the booking product for the agreement.
msdyn_agreementbookingservice Specify the booking service for the agreement.
msdyn_agreementbookingservicetask Specify the booking service task for the agreement.
msdyn_agreementbookingsetup Specify the maintenance bookings for the agreement.
msdyn_agreementinvoicedate Specify the invoice dates for the agreement.
msdyn_agreementinvoiceproduct Specify the booking product invoice for the agreement.
msdyn_agreementinvoicesetup Specify the invoices for this agreement.
msdyn_agreement Provides ability to store details about service agreements you have with your customers
msdyn_agreementsubstatus Specify custom agreement sub-statuses, which can be used to specify the current agreement status more precisely.
msdyn_batchjob Placeholder for workflows used for machine learning scenarios.
msdyn_bookingalertstatus The status of a booking alert.
msdyn_bookingchange An internal entity used to track changes that affect the schedule board.
msdyn_bookingjournal System generated journal to calculate the cost of the resource bookings
msdyn_bookingrule Specify custom rules to be validated by the system before saving a booking record.
msdyn_bookingsetupmetadata
msdyn_bookingtimestamp Tracks status changes of bookings and timestamps the change of the status
msdyn_bpf_2c5fe86acc8b414b8322ae571000c799 Base entity for process Purchase Order Business Process
msdyn_bpf_477c16f59170487b8b4dc895c5dcd09b Base entity for process CFS - IoT Alert Process Flow
msdyn_bpf_665e73aa18c247d886bfc50499c73b82 Base entity for process Project Stages
msdyn_bpf_989e9b1857e24af18787d5143b67523b Base entity for process Case to Work Order Business Process
msdyn_bpf_baa0a411a239410cb8bded8b5fdd88e3 Base entity for process Agreement Business Process
msdyn_bpf_d3d97bac8c294105840e99e37a9d1c39 Base entity for process Work Order Business Process
msdyn_bpf_d8f9dc7f099f44db9d641dd81fbd470d Base entity for process Invoice Process
msdyn_characteristicreqforteammember Characteristic requirement for team member
msdyn_clientextension
msdyn_configuration This entity is used to store queries and templates.
msdyn_contactpricelist Specific sales price list for this customer to capture special pricing agreements for products, roles, and categories.
msdyn_contractlineinvoiceschedule List of dates that shows when invoicing for this customer should be run. This list is used by the invoice creation job.
msdyn_contractlinescheduleofvalue List of billing milestones and invoice amounts for this project contract line.
msdyn_customerasset
msdyn_dataexport Data export entity for the actual entity.
msdyn_delegation Delegation of time, expense entities among users
msdyn_estimateline Estimates on a per day timescale.
msdyn_estimate Labor, cost, and revenue estimates for a project.
msdyn_expensecategory Main container that holds expense category information.
msdyn_expensereceipt Table that contains expense receipt information.
msdyn_expense Main container that holds expense information.
msdyn_fact Aggregated fact entity for actual transactions.
msdyn_fieldcomputation Product properties whose values are to be considered as factors for quantity computation on a transaction line.
msdyn_fieldservicepricelistitem Pricing options in addition to or above the Price List Items
msdyn_fieldservicesetting Settings controlling functionality related to Field Service
msdyn_fieldservicesystemjob An internal entity used to track field service system jobs.
msdyn_findworkevent Entity used for counting the number of times resources apply for open positions and other behavioral attributes of resources.
msdyn_incidenttypecharacteristic Specify characteristic insident type.
msdyn_incidenttypeproduct This entity gives the ability to pre-configure products to be added to a work order when the related incident is added to the work order
msdyn_incidenttype Incident types define the various types of incidents (issues) that a customer could report, on which work orders are based.
msdyn_incidenttypeservice This entity gives the ability to pre-configure services to be added to a work order when the related incident is added to the work order
msdyn_incidenttypeservicetask In this entity you define all the default service tasks that should be added to the work order as soon as this incident type is added to the work order
msdyn_integrationjobdetail Staging table for integration data lines
msdyn_integrationjob Staging table for integration data
msdyn_inventoryadjustmentproduct Records product affected by an inventory adjustment or inventory transfer
msdyn_inventoryadjustment Records inventory adjustments
msdyn_inventoryjournal Inventory change tracking
msdyn_inventorytransfer Records inventory adjustments
msdyn_invoicefrequency Setup entity for invoice schedules.
msdyn_invoicefrequencydetail List of days expressed as dates or day of week for a specific invoice schedule template.
msdyn_invoicelinetransaction Transactions that are associated to an invoice line.
msdyn_iotalert
msdyn_iotdevicecategory Used to categorize IoT devices.
msdyn_iotdevicecommand Represents an outgoing message to a device connected to an IoT hub.
msdyn_iotdeviceregistrationhistory Tracks registration activities on an IoT device.
msdyn_iotdevice Represents a connected device that can registered with an IoT hub.
msdyn_journalline Unposted business transaction line details.
msdyn_journal Unposted business transactions, for example, time and expense.
msdyn_mlresultcache Cache for scored work items per resource that are returned from Azure Machine Learning.
msdyn_odatav4ds Data sources used by the OData v4 data provider to access data from an external web service.
msdyn_opportunitylineresourcecategory List of roles that will be considered as costs when understanding the profit of an opportunity line.
msdyn_opportunitylinetransactioncategory List of transaction categories that will be considered as costs when computing the profit of an opportunity line.
msdyn_opportunitylinetransactionclassificatio List of transaction classification heads, which are four broad cost categories of time, expense, material, and fee, that will be considered as costs when computing the profit of an opportunity line.
msdyn_opportunitylinetransaction Sales estimate detail of an opportunity line.
msdyn_opportunitypricelist Sales price list that will used by the opportunity to set default sales prices on all project-based components such as time and expense.
msdyn_orderinvoicingdate
msdyn_orderinvoicingproduct
msdyn_orderinvoicingsetupdate
msdyn_orderinvoicingsetup
msdyn_orderlineresourcecategory List of roles that will be considered as costs when computing the profit of a project contract line.
msdyn_orderlinetransactioncategory List of transaction categories that will be considered as costs when computing the profit of a project contract line.
msdyn_orderlinetransactionclassification List of transaction classification heads, which are four broad cost categories of time, expense, material, and fee, that will be considered as costs when computing the profit of a project contract line.
msdyn_orderlinetransaction Sales estimate detail of an project contract line.
msdyn_orderpricelist Sales price list used on the contract to set default sales prices on all project-based components such as time and expense.
msdyn_organizationalunit Division of the company or organization that has a specific cost price list associated to it.
msdyn_paymentdetail Specify payment details.
msdyn_paymentmethod Specify payment method.
msdyn_payment Specify payment.
msdyn_paymentterm Specify payment terms used for billing.
msdyn_postalbum Contains user profile images that are stored as attachments and displayed in posts.
msdyn_postalcode Specify postal codes and their relationship to territories.
msdyn_postconfig Enable or disable entities for Activity Feeds and Yammer collaboration.
msdyn_postruleconfig Enable or disable system post rules for an entity for Activity Feeds and Yammer.
msdyn_priority Priorities to be used on bookings. In addition, a color could be specified for each priority type and the color selected will be shown visually on the schedule board.
msdyn_processnotes Stores messages or notes relevant to an operation or process executed by an entity.
msdyn_productinventory Inventory Record
msdyn_projectapproval
msdyn_projectparameterpricelist Set of default cost and sales price lists that the company uses when there are no specific pricing agreements for cost and sales.
msdyn_projectparameter List of settings that determine the behavior of the project-based service solution.
msdyn_projectpricelist
msdyn_project Delivery entity in an engagement.
msdyn_projecttaskdependency Dependency data between tasks.
msdyn_projecttask Tasks related to project.
msdyn_projecttaskstatususer User status for project tasks.
msdyn_projectteammembersignup Entity used to capture all resources that have applied for open position on projects.
msdyn_projectteam Entity used to model relationship between resources and project teams.
msdyn_projecttransactioncategory
msdyn_purchaseorderbill Specify purchase order bill.
msdyn_purchaseorderproduct Record products to be ordered on purchase order
msdyn_purchaseorderreceiptproduct Specify product for purchase order receipt.
msdyn_purchaseorderreceipt Specify purchase order receipt.
msdyn_purchaseorder Record Purchase Orders pertaining to Work Orders or otherwise
msdyn_purchaseordersubstatus Specify custom PO sub-statuses, which can be used to specify the current PO status more precisely.
msdyn_quotebookingincident Stores the Incidents associated with Quote and Quote Booking Setup
msdyn_quotebookingproduct Provides ability to store information about the products that are associated with Quote Booking Setup
msdyn_quotebookingservice Stores details about the services associated with Quote Booking Setup
msdyn_quotebookingservicetask
msdyn_quotebookingsetup Specify the maintenance bookings for the agreement.
msdyn_quoteinvoicingproduct
msdyn_quoteinvoicingsetup
msdyn_quotelineanalyticsbreakdown Reporting entity that is used to show quoted sales and estimated cost amounts by various dimensions.
msdyn_quotelineinvoiceschedule List of dates on which invoicing for this customer should be run. This list is used by an invoice creation job.
msdyn_quotelineresourcecategory List of roles that will be considered as costs when understanding the profit of a quote line.
msdyn_quotelinescheduleofvalue List of billing milestones and invoice amounts for this quote line.
msdyn_quotelinetransactioncategory List of transaction categories that will be considered as costs when computing the profit of a quote line.
msdyn_quotelinetransactionclassification List of transaction classification heads, the four broad cost classifications of time, expense, material, and fee, that will be considered as costs when computing the profit of a quote line.
msdyn_quotelinetransaction Sales estimate detail of a quote line.
msdyn_quotepricelist Sales price list that will used by the quote to default sales prices on all project-based components such as time and expense.
msdyn_requirementcharacteristic Requirement Characteristic
msdyn_requirementorganizationunit Requirement of Organization Unit
msdyn_requirementresourcecategory Requirement Resource Category
msdyn_requirementresourcepreference Requirement Resource Preference
msdyn_requirementstatus Requirement Status
msdyn_resourceassignmentdetail Entity used to keep track of resource assignment details on tasks.
msdyn_resourceassignment Entity used to keep track of resource assignment header information on tasks.
msdyn_resourcecategorypricelevel List of prices by role on a price list.
msdyn_resourcepaytype Pay Types of resources hourly rate to calculate the resource cost
msdyn_resourcerequest Entity that wraps the resource requirement to capture the type of resources, skills, and location required.
msdyn_resourcerequirementdetail Entity used to track the detailed information about resource requirements.
msdyn_resourcerequirement Entity used to track the high-level information about resource requirements.
msdyn_resourceterritory Allows to specify for which territory a resource could provide services for
msdyn_rmaproduct Records products to be returned on an RMA
msdyn_rmareceiptproduct Specify RMA receipt product.
msdyn_rmareceipt Specify RMA receipt.
msdyn_rma Records RMAs for products to be retuned from customers
msdyn_rmasubstatus Specify custom RMA sub-statuses, which can be used to specify the current RMA status more precisely.
msdyn_rolecompetencyrequirement Entity used to associate skills in a role.
msdyn_roleutilization Gathers data about utilization per role to display in a chart
msdyn_rtvproduct Records products to be returned on an RTV
msdyn_rtv Records RTVs for products to be retuned to vendors
msdyn_rtvsubstatus Specify custom RTV sub-statuses, which can be used to specify the current RTV status more precisely.
msdyn_scheduleboardsetting To store settings of SB by user & tabs
msdyn_schedulingparameter Scheduling Parameters
msdyn_servicetasktype Specify the different service task and labor types that your resources perform as part of their work orders.
msdyn_shipvia Specify the different shipping methods used.
msdyn_systemuserschedulersetting Stores user-specific settings for the schedule board.
msdyn_taxcodedetail In this entity you can link multiple tax codes together to form a group of tax codes to be charged for the customer to form the total tax.
msdyn_taxcode Store tax related information. Each tax code could contain multiple child tax codes, and in that case the tax rate will be determined by the total tax of all children.
msdyn_timeentry Entity used for time entry.
msdyn_timegroupdetail Specify individual time windows under a time group.
msdyn_timegroup Specify time groups consisting of multiple time windows to be used for scheduling, for example.
msdyn_timeoffcalendar Relationship table for time off calendar entries.
msdyn_timeoffrequest Specify time resource time off request.
msdyn_transactioncategory Business transaction categories to classify costs and revenue.
msdyn_transactioncategoryclassification Entity used to associate a category broadly as time, expense or material.
msdyn_transactioncategoryhierarchyelement Hierarchical relationship of the transaction category with a root node.
msdyn_transactioncategorypricelevel List of prices by category on a price list.
msdyn_transactionconnection System entity used to establish connections between the cost, unbilled revenue, and billed revenue components of a transaction as they happen.
msdyn_transactionorigin System entity used to record the source of a project cost or sales actual.
msdyn_transactiontype Broad classification, such as time or expense, and the context such cost, unbilled revenue, or billed revenue of a project actual.
msdyn_uniquenumber Internal entity used to store unique number.
msdyn_userworkhistory Entity used to look up resources based on demonstrated skills.
msdyn_wallsavedquery Contains information regarding which views are available for users to display on their personal walls. Only an administrator can specify the views that users can choose from to display on their personal walls.
msdyn_wallsavedqueryusersettings Contains user personalization information regarding which of the administrator’s selected views to display on a user’s personal wall.
msdyn_warehouse Warehouses where inventory products are stored and managed
msdyn_workhourtemplate Template where resource working hours can be saved and reused.
msdyn_workordercharacteristic This entity is deprecated.
msdyn_workorderdetailsgenerationqueue Pool for WO Generation
msdyn_workorderincident Specify work order incidents reported to you by the client. These are also referred to as problem codes.
msdyn_workorderproduct In this entity you record all the products proposed and used for a work order
msdyn_workorderresourcerestriction This entity is deprecated.
msdyn_workorder Work orders store all information about the job performed for an account. Stores incident details, resource, expenses, tasks, communications, billing and more
msdyn_workorderservice Record all services proposed and performed for work order
msdyn_workorderservicetask Store service tasks that are to be performed for this work order
msdyn_workordersubstatus Specify custom work order sub-statuses, which can be used to specify the current work order status more precisely.
msdyn_workordertype Create different work order types to reflect the different types of work that your company offers. Work Order types are used to control various settings on a work order.
navigationsetting Navigation Setting: A setting page or group of pages available for configuration within an app. A record representing a group of pages is regarded as the parent navigation setting of one or more other records. For internal use only.
newprocess New Process Business Process Flow
officegraphdocument Office Graph Documents Description
opportunity Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion.
opportunitycompetitors
opportunityproduct Association between an opportunity and a product.
opportunitysalesprocess Base entity for process Opportunity Sales Process
organization Top level of the Microsoft Dynamics 365 business hierarchy. The organization can be a specific business, holding company, or corporation.
ownermapping In a data map, maps ownership data from the source file to Microsoft Dynamics 365.
principal Group of undeleted system users and undeleted teams. Owners can be used to control access to specific objects.
personaldocumenttemplate Used to store Personal Document Templates in database in binary format.
phonetocaseprocess Phone To Case Process Business Process Flow
picklistmapping In a data map, maps list values from the source file to Microsoft Dynamics 365.
pluginassembly Assembly that contains one or more plug-in types.
plugintracelog Trace and exception information generated by plug-ins and custom workflow activities.
plugintype Type that inherits from the IPlugin interface and is contained within a plug-in assembly.
plugintypestatistic Plug-in type statistic.
position Position of a user in the hierarchy
postcomment A comment on an activity feed post.
postfollow Represents a user following the activity feed of an object.
postlike A like on an activity feed post.
postregarding Represents which object an activity feed post is regarding. For internal use only.
post An activity feed post.
pricelevel Entity that defines pricing levels.
principalobjectaccess
principalobjectattributeaccess Defines CRM security principals (users and teams) access rights to secured field for an entity instance.
privilege Permission to perform an action in Microsoft CRM. The platform checks for the privilege and rejects the attempt if the user does not hold the privilege.
processsession Information that is generated when a dialog is run. Every time that you run a dialog, a dialog session is created.
processstage Stage associated with a process.
processtrigger Trigger that invoke a rule.
productassociation Instance of a product added to a bundle or kit.
productpricelevel Information about how to price a product in the specified price level, including pricing method, rounding option, and discount type based on a specified product unit.
product Information about products and their pricing information.
productsalesliterature
productsubstitute Information about the selling relationship between two products, including the relationship type, such as up-sell, cross-sell, substitute, or accessory.
publisheraddress Address and shipping information. Used to store additional addresses for a publisher.
publisher A publisher of a CRM solution.
quarterlyfiscalcalendar Quarterly fiscal calendar of an organization. A span of time during which the financial activities of an organization are calculated.
queueitem A specific item in a queue, such as a case record or an activity record.
queue A list of records that require action, such as accounts, activities, and cases.
quotedetail Product line item in a quote. The details include such information as product ID, description, quantity, and cost.
quote Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.
ratingmodel Represents a model to evaluate skills or other related entities.
ratingvalue A unique value associated with a rating model that allows providing a user friendly rating value.
recommendeddocument Document Suggestions
recurrencerule Recurrence Rule represents the pattern of incidence of recurring entities.
reportcategory Categories related to a report. A report can be related to multiple categories.
report Data summary in an easy-to-read layout.
resourcegroup Resource group or team whose members can be scheduled for a service.
resource User or facility/equipment that can be scheduled for a service.
resourcespec Selection rule that allows the scheduling engine to select a number of resources from a pool of resources. The rules can be associated with a service.
roleprivileges Group of privileges used to categorize users to provide appropriate access to entities.
role Grouping of security privileges. Users are assigned roles that authorize their access to the Microsoft CRM system.
roletemplateprivileges
roletemplate Template for a role. Defines initial attributes that will be used when creating a new role.
rollupfield Field to be rolled up to calculate the actual and in-progress values against the goal.
runtimedependency Form Level dependencies in CRM.
salesliteratureitem Item in the sales literature collection.
salesliterature Storage of sales literature, which may contain one or more documents.
salesorderdetail Line item in a sales order.
salesorder Quote that has been accepted.
savedquery Saved query against the database.
savedqueryvisualization System chart attached to an entity.
sdkmessagefilter Filter that defines which SDK messages are valid for each type of entity.
sdkmessageprocessingstepimage Copy of an entity's attributes before or after the core system operation.
sdkmessageprocessingstep Stage in the execution pipeline that a plug-in is to execute.
sdkmessageprocessingstepsecureconfig Non-public custom configuration that is passed to a plug-in's constructor.
sdkmessage Message that is supported by the SDK.
semiannualfiscalcalendar Calendar representing the semi-annual span of time during which the financial activities of an organization are calculated.
servicecontractcontacts Item in a Service contract.
serviceendpoint Service endpoint that can be contacted.
service Activity that represents work done to satisfy a customer's need.
sharepointdocumentlocation Document libraries or folders on a SharePoint server from where documents can be managed in Microsoft Dynamics 365.
sharepointsite SharePoint site from where documents can be managed in Microsoft Dynamics 365.
similarityrule
sitemap XML data used to control the application navigation pane.
site Location or branch office where an organization does business. An organization can have multiple sites.
slaitem Contains information about a tracked support KPI for a specific customer.
slakpiinstance Service level agreement (SLA) key performance indicator (KPI) instance that is tracked for an individual case
sla Contains information about the tracked service-level KPIs for cases that belong to different customers.
socialprofile This entity is used to store social profile information of its associated account and contacts on different social channels.
solutioncomponent A component of a CRM solution.
solution A solution which contains CRM customizations.
subject Information regarding subjects available in the system.
subscriptionmanuallytrackedobject For internal use only.
subscriptionstatisticsoffline Subscription Statistic Offline
subscriptionstatisticsoutlook Subscription Statistic Outlook
subscriptionsyncentryoffline Used for offline sync, internal use only.
subscriptionsyncentryoutlook Used for outlook sync, internal use only.
syncerror Failure reason and other detailed information for a record that failed to sync.
systemform Organization-owned entity customizations including form layout and dashboards.
teamtemplate Team template for an entity enabled for automatically created access teams.
template Template for an email message that contains the standard attributes of an email message.
territory Territory represents sales regions.
theme Information that's used to set custom visual theme options for client applications.
timestampdatemapping For internal use only.`
timezonedefinition Time zone definition, including name and time zone code.
timezonelocalizedname Localized name of the time zone.
timezonerule Definition for time conversion between local time and Coordinated Universal Time (UTC) for a particular time zone at a particular time period.
tracelog A trace log.
transactioncurrency Currency in which a financial transaction is carried out.
transformationmapping In a data map, maps the transformation of source attributes to Microsoft Dynamics 365 attributes.
transformationparametermapping In a data map, defines parameters for a transformation.
translationprocess Translation Process Business Process Flow
uom Unit of measure.
uomschedule Grouping of units.
userform User-owned dashboards.
usermapping User Mapping
userquery Saved database query that is owned by a user.
userqueryvisualization Chart attached to an entity.
usersettings User's preferred settings.
webresource Data equivalent to files used in Web development. Web resources provide client-side components that are used to provide custom user interface elements.
webwizard Definition for a Web-based wizard.
workflowlog Log used to track process execution.
workflow Set of logical rules that define the steps necessary to automate a specific business process, task, or set of actions to be performed.

See Also