Marketing Sales 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.
appointment Commitment representing a time interval with start/end times and duration.
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.
campaignitem Work item in a campaign, a list or sales literature.
campaignresponse Response from an existing or a potential new customer for a campaign.
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.
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.
letter Activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter.
list Group of existing or potential customers created for a marketing campaign or other sales purposes.
listmember Item in a marketing list.
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.
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.
quote Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.
recurringappointmentmaster The Master appointment of a recurring appointment series.
salesorder Quote that has been accepted.
sharepointdocumentlocation Document libraries or folders on a SharePoint server from where documents can be managed in Microsoft Dynamics 365.
task Generic activity representing work needed to be done.

See also