Lead Management Solution

Unique Name
msdynce_LeadManagement
Version
9.0.4.0066
Customization Prefix
none

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.
accountleads description.
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.
connection Relationship between two entities.
contact Person with whom a business unit has a relationship, such as customer, supplier, and colleague.
contactleads
email Activity that is delivered using email protocols.
fax Activity that tracks call outcome and number of pages for a fax and optionally stores an electronic copy of the document.
lead Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived.
leadaddress Address information for a lead.
letter Activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter.
phonecall Activity to track a telephone call.
postfollow Represents a user following the activity feed of an object.
postregarding Represents which object an activity feed post is regarding. For internal use only.
recurringappointmentmaster The Master appointment of a recurring appointment series.
sharepointdocumentlocation Document libraries or folders on a SharePoint server from where documents can be managed in Microsoft Dynamics 365.
socialactivity For internal use only.
systemuser Person with access to the Microsoft CRM system and who owns objects in the Microsoft CRM database.
template Template for an email message that contains the standard attributes of an email message.

See also