Lead Management Solution

Dynamics 365 workload for lead management.

Unique Name
msdynce_LeadManagement
Version
9.0.1.61
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.
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.
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.
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.
sharepointdocumentlocation Document libraries or folders on a SharePoint server from where documents can be managed in Microsoft Dynamics 365.
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