Field Service Solution

Unique Name
Customization Prefix


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.
annotation Note that is attached to one or more objects, including other notes.
bookableresource Resource that has capacity which can be allocated to work.
bookableresourcebooking Represents the line details of a resource booking.
bookableresourcebookingheader Shows the reservation table where the summary of resource bookings are persisted.
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.
bookingstatus Allows creation of multiple sub statuses mapped to a booking status option.
businessunit Business, division, or department in the Microsoft Dynamics 365 database.
characteristic Skills, education and certifications of resources.
contact Person with whom a business unit has a relationship, such as customer, supplier, and colleague.
entitlement Defines the amount and type of support a customer should receive.
incident Service request case associated with a contract.
invoice Order that has been billed.
invoicedetail Line item in an invoice containing detailed billing information for a product.
lead Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived.
msdyn_agreement Provides ability to store details about service agreements you have with your customers
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_agreementsubstatus Specify custom agreement substatuses, which can be used to specify the current agreement status more precisely.
msdyn_bookingjournal System generated journal to calculate the cost of the resource bookings
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_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_customerasset Specify customer asset.
msdyn_fieldservicepricelistitem Pricing options in addition to or above the Price List Items
msdyn_fieldservicesetting Settings controlling functionality related to Field Service
msdyn_fieldserviceslaconfiguration Allows configuration of SLA Type and appropriate behavior based on creation and update of SLA KPI Instances related to Field Service entities.
msdyn_fieldservicesystemjob An internal entity used to track field service system jobs.
msdyn_incidenttype Incident types define the various types of incidents (issues) that a customer could report, on which work orders are based.
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_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_inventoryadjustment Records inventory adjustments
msdyn_inventoryadjustmentproduct Records product affected by an inventory adjustment or inventory transfer
msdyn_inventoryjournal Inventory change tracking
msdyn_inventorytransfer Records inventory adjustments
msdyn_organizationalunit Division of the company or organization that has a specific cost price list associated to it.
msdyn_payment Specify payment.
msdyn_paymentdetail Specify payment details.
msdyn_paymentmethod Specify payment method.
msdyn_paymentterm Specify payment terms used for billing.
msdyn_postalcode Specify postal codes and their relationship to territories.
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_productinventory Inventory Record
msdyn_purchaseorder Record Purchase Orders pertaining to Work Orders or otherwise
msdyn_purchaseorderbill Specify purchase order bill.
msdyn_purchaseorderproduct Record products to be ordered on purchase order
msdyn_purchaseorderreceipt Specify purchase order receipt.
msdyn_purchaseorderreceiptproduct Specify product for purchase order receipt.
msdyn_purchaseordersubstatus Specify custom PO Substatuses, 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_quotebookingsetup Specify the maintenance bookings for the agreement.
msdyn_requirementcharacteristic Requirement Characteristic
msdyn_requirementresourcepreference Requirement Resource Preference
msdyn_resourcepaytype Pay Types of resources hourly rate to calculate the resource cost
msdyn_resourcerequirement Entity used to track the high-level information about resource requirements.
msdyn_rma Records RMAs for products to be retuned from customers
msdyn_rmaproduct Records products to be returned on an RMA
msdyn_rmareceipt Specify RMA receipt.
msdyn_rmareceiptproduct Specify RMA receipt product.
msdyn_rmasubstatus Specify custom RMA substatuses, which can be used to specify the current RMA status more precisely.
msdyn_rtv Records RTVs for products to be retuned to vendors
msdyn_rtvproduct Records products to be returned on an RTV
msdyn_rtvsubstatus Specify custom RTV substatuses, which can be used to specify the current RTV status more precisely.
msdyn_scheduleboardsetting To store settings of SB by user & tabs
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_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_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_timeoffrequest Specify time resource time off request.
msdyn_uniquenumber Internal entity used to store unique number.
msdyn_warehouse Warehouses where inventory products are stored and managed
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_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_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 substatuses, 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.
opportunity Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion.
opportunityproduct Association between an opportunity and a product.
phonecall Activity to track a telephone call.
pricelevel Entity that defines pricing levels.
product Information about products and their pricing information.
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.
quote Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.
quotedetail Product line item in a quote. The details include such information as product ID, description, quantity, and cost.
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.
salesorder Quote that has been accepted.
salesorderdetail Line item in a sales order.
slakpiinstance Service level agreement (SLA) key performance indicator (KPI) instance that is tracked for an individual case
systemuser Person with access to the Microsoft CRM system and who owns objects in the Microsoft CRM database.
territory Territory represents sales regions.
transactioncurrency Currency in which a financial transaction is carried out.
uom Unit of measure.
uomschedule Grouping of units.


The following actions are included in this solution.

Name Description
msdyn_FieldServiceSystemAction For internal use only.

See also