System Solution Solution
- Unique Name
- System
- Version
- 5.0
- 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. | |
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. | |
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. | |
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. | |
appmodule | A role-based, modular business app that provides task-based functionality for a particular area of work. | |
appmodulecomponent | A component available in a business app such as entity, dashboard, form, view, chart, and business process. | |
appointment | Commitment representing a time interval with start/end times and duration. | |
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. | |
bulkdeletefailure | Record that was not deleted during a bulk deletion job. | |
bulkdeleteoperation | User-submitted bulk deletion job. | |
businessunit | Business, division, or department in the Microsoft Dynamics 365 database. | |
businessunitnewsarticle | Announcement associated with an organization. | |
calendar | Calendar used by the scheduling system to define when an appointment or activity is to occur. | |
calendarrule | Defines free/busy times for a service and for resources or resource groups, such as working, non-working, vacation, and blocked. | |
category | Entity for categorizing records to make it easier for your customers to find them on portals and through search. | |
columnmapping | Mapping for columns in a data map. | |
complexcontrol | For internal use only. | |
connection | Relationship between two entities. | |
connectionrole | Role describing a relationship between a two records. | |
contact | Person with whom a business unit has a relationship, such as customer, supplier, and colleague. | |
customcontrol | For internal use only. | |
customcontroldefaultconfig | For internal use only. | |
customcontrolresource | Custom Control Resource Id | |
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. | |
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. | |
duplicaterule | Rule used to identify potential duplicates. | |
duplicaterulecondition | Condition of a duplicate detection rule. | |
Activity that is delivered using email protocols. | ||
emailserverprofile | Holds the Email Server Profiles of an organization | |
entitydataprovider | Developers can register plug-ins on a data provider to enable data access for virtual entities in the system. | |
exchangesyncidmapping | The mapping used to keep track of the IDs for items synced between CRM and Exchange. | |
expiredprocess | Expired Process Business Process Flow | |
fax | Activity that tracks call outcome and number of pages for a fax and optionally stores an electronic copy of the document. | |
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. | |
goal | Target objective for a user or a team for a specified time period. | |
goalrollupquery | Query that is used to filter the results of the goal rollup. | |
import | Status and ownership information for an import job. | |
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. | |
interactionforemail | ||
invaliddependency | An invalid dependency in the CRM system. | |
kbarticle | Structured content that is part of the knowledge base. | |
kbarticlecomment | Comment on a knowledge base article. | |
kbarticletemplate | Template for a knowledge base article that contains the standard attributes of an article. | |
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 | |
letter | Activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter. | |
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. | |
mobileofflineprofile | Information to administer and manage the data available to mobile devices in offline mode. | |
mobileofflineprofileitem | Information on entity availability to mobile devices in offline mode for a mobile offline profile item. | |
mobileofflineprofileitemassociation | Information on relationships to be used to follow related entity's records for mobile offline profile item. | |
monthlyfiscalcalendar | Monthly fiscal calendar of an organization. A span of time during which the financial activities of an organization are calculated. | |
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 | |
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. | |
personaldocumenttemplate | Used to store Personal Document Templates in database in binary format. | |
phonecall | Activity to track a telephone call. | |
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 | |
post | An activity feed post. | |
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. | |
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. | |
publisher | A publisher of a CRM solution. | |
publisheraddress | Address and shipping information. Used to store additional addresses for a publisher. | |
quarterlyfiscalcalendar | Quarterly fiscal calendar of an organization. A span of time during which the financial activities of an organization are calculated. | |
queue | A list of records that require action, such as accounts, activities, and cases. | |
queueitem | A specific item in a queue, such as a case record or an activity record. | |
recommendeddocument | Document Suggestions | |
recurrencerule | Recurrence Rule represents the pattern of incidence of recurring entities. | |
recurringappointmentmaster | The Master appointment of a recurring appointment series. | |
report | Data summary in an easy-to-read layout. | |
reportcategory | Categories related to a report. A report can be related to multiple categories. | |
role | Grouping of security privileges. Users are assigned roles that authorize their access to the Microsoft CRM system. | |
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. | |
savedquery | Saved query against the database. | |
savedqueryvisualization | System chart attached to an entity. | |
sdkmessage | Message that is supported by the SDK. | |
sdkmessagefilter | Filter that defines which SDK messages are valid for each type of entity. | |
sdkmessageprocessingstep | Stage in the execution pipeline that a plug-in is to execute. | |
sdkmessageprocessingstepimage | Copy of an entity's attributes before or after the core system operation. | |
sdkmessageprocessingstepsecureconfig | Non-public custom configuration that is passed to a plug-in's constructor. | |
semiannualfiscalcalendar | Calendar representing the semi-annual span of time during which the financial activities of an organization are calculated. | |
serviceendpoint | Service endpoint that can be contacted. | |
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. | |
sla | Contains information about the tracked service-level KPIs for cases that belong to different customers. | |
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 | |
socialactivity | For internal use only. | |
socialprofile | This entity is used to store social profile information of its associated account and contacts on different social channels. | |
solution | A solution which contains CRM customizations. | |
solutioncomponent | A component of a CRM solution. | |
subject | Information regarding subjects available in the system. | |
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. | |
systemuser | Person with access to the Microsoft CRM system and who owns objects in the Microsoft CRM database. | |
task | Generic activity representing work needed to be done. | |
team | Collection of system users that routinely collaborate. Teams can be used to simplify record sharing and provide team members with common access to organization data when team members belong to different Business Units. | |
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. | |
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 | |
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. | |
workflow | Set of logical rules that define the steps necessary to automate a specific business process, task, or set of actions to be performed. | |
workflowlog | Log used to track process execution. |
Actions
The following actions are included in this solution.
Name | Description |
---|---|
AddAppComponents | |
AddItemCampaign | Adds an item to a campaign. |
AddItemCampaignActivity | Adds an item to a campaign activity. |
AddListMembersList | Adds members to a list. |
AddMemberList | Adds a member to a list (marketing list). |
AddMembersTeam | Adds members to a team. |
AddPrincipalToQueue | Adds the specified principal to the list of queue members. |
AddPrivilegesRole | Adds a set of existing privileges to an existing role. |
AddRecurrence | Adds recurrence information to an existing appointment. |
AddSolutionComponent | Adds a solution component to an unmanaged solution. |
AddToQueue | Moves an entity record from a source queue to a destination queue. |
AddUserToRecordTeam | Adds a user to the auto created access team for the specified record. |
ApplyRecordCreationAndUpdateRule | Applies record creation and update rules to activities in 365 created as a result of the integration with external applications. |
ApplyRoutingRule | Applies the active routing rule to an incident. |
AutoMapEntity | Generates a new set of attribute mappings based on the metadata. |
BackgroundSendEmail | Send email messages asynchronously. |
Book | Schedules or "books" an appointment, recurring appointment, or service appointment (service activity). |
BulkDelete | Submits a bulk delete job that deletes selected records in bulk. This job runs asynchronously in the background without blocking other activities. |
BulkDetectDuplicates | Submits an asynchronous system job that detects and logs multiple duplicate records. |
CalculateActualValueOpportunity | Calculates the value of an opportunity that is in the "Won" state. |
CalculatePrice | Calculates price in an opportunity, quote, order, and invoice. |
CanBeReferenced | Checks whether the specified entity can be the primary entity (one) in a one-to-many relationship. |
CanBeReferencing | Checkes whether an entity can be the referencing entity in a one-to-many relationship. |
CancelContract | Cancels a contract. |
CancelSalesOrder | Cancels a sales order. |
CanManyToMany | Checks whether an entity can participate in a many-to-many relationship. |
CloneAsPatch | Creates a solution patch from a managed or unmanaged solution. |
CloneAsSolution | Creates a new copy of an unmanged solution that contains the original solution plus all of its patches. |
CloneContract | Copies an existing contract and its line items. |
CloneMobileOfflineProfile | For internal use only. |
CloneProduct | Copies an existing product family, product, or bundle under the same parent record. |
CloseIncident | Closes an incident (case). |
CloseQuote | Closes a quote. |
CompoundUpdateDuplicateDetectionRule | Updates a duplicate rule (duplicate detection rule) and its related duplicate rule conditions. |
ConvertOwnerTeamToAccessTeam | Converts a team of type owner to a team of type access. |
ConvertQuoteToSalesOrder | Converts a quote to a sales order. |
ConvertSalesOrderToInvoice | Converts a sales order to an invoice. |
CopyCampaign | Copies a campaign. |
CopyCampaignResponse | Creates a copy of a campaign response |
CopyDynamicListToStatic | Creates a static list from the specified dynamic list and add the members that satisfy the dynamic list query criteria to the static list. |
CopyMembersList | Copies the members from the source list to the target list without creating duplicates. |
CopySystemForm | Creates a new entity form that is based on an existing entity form. |
CreateActivitiesList | Creates a quick campaign to distribute an activity to members of a list (marketing list). |
CreateCustomerRelationships | Creates a new customer lookup attribute, and optionally, to add it to a specified unmanaged solution. |
CreateException | Creates an exception for the recurring appointment instance. |
CreateInstance | Creates future unexpanded instances for the recurring appointment master. |
CreateKnowledgeArticleTranslation | Creates translation of a knowledge article instance. |
CreateKnowledgeArticleVersion | Creates a major or minor version of a knowledge article instance. |
CreateWorkflowFromTemplate | Creates a workflow (process) from a workflow template. |
DeleteAndPromote | Replaces managed solution (A) plus all of its patches with managed solution (B) that is the clone of (A) and all of its patches. |
DeleteAuditData | Deletes all audit data records up until a specified end date. |
DeleteOpenInstances | Deletes instances of a recurring appointment master that have an “Open” state. |
DeleteOptionValue | Deletes an option value in a global or local option set. |
DeleteRecordChangeHistory | Deletes all audit change history records for a particular record. |
DeliverIncomingEmail | Creates an email activity record from an incoming email message. |
DeliverPromoteEmail | Creates an email activity record from the specified email message |
DeprovisionLanguage | Deprovisions a language. |
DistributeCampaignActivity | Creates a bulk operation that distributes a campaign activity. |
ExecuteWorkflow | Executes a workflow. |
ExportMappingsImportMap | Exports a data map as an XML formatted data. |
ExportSolution | Exports a solution. |
ExportTranslation | Exports all translations for a specific solution to a compressed file. |
FulfillSalesOrder | Fulfills a sales order. |
FullTextSearchKnowledgeArticle | Performs a full-text search on knowledge articles in Dynamics 365 using the specified search text. |
GenerateInvoiceFromOpportunity | Generates an invoice from an opportunity. |
GenerateQuoteFromOpportunity | Generates a quote from an opportunity. |
GenerateSalesOrderFromOpportunity | Generates a sales order (order) from an opportunity. |
GenerateSocialProfile | Returns an existing social profile record if one exists, otherwise generates a new one and returns it. |
GetInvoiceProductsFromOpportunity | Retrieves the products from an opportunity and copy them to the invoice. |
GetQuoteProductsFromOpportunity | Retrieves the products from an opportunity and copy them to the quote. |
GetSalesOrderProductsFromOpportunity | Retrieves the products from an opportunity and copy them to the sales order. |
GetTrackingTokenEmail | Returns a tracking token that can then be passed as a parameter to the SendEmailRequest message. |
GrantAccess | Grants a security principal (user or team) access to the specified record. |
ImportFieldTranslation | Imports translations from a compressed file. |
ImportMappingsImportMap | Imports the XML representation of a data map and create an import map (data map) based on this data. |
ImportRecordsImport | Submits an asynchronous job that uploads the transformed data into Microsoft Dynamics 365. |
ImportSolution | Imports a solution. |
ImportTranslation | Imports translations from a compressed file. |
InsertOptionValue | Inserts a new option value for a global or local option set. |
InsertStatusValue | Inserts a new option into a StatusAttributeMetadata attribute. |
InstallSampleData | Installs the sample data. |
InstantiateFilters | Instantiates a set of filters for Dynamics 365 for Outlook for the specified user. |
InstantiateTemplate | Creates an email message from a template (email template). |
LockInvoicePricing | Locks the total price of products and services that are specified in the invoice. |
LockSalesOrderPricing | Locks the total price of products and services that are specified in the sales order (order). |
LoseOpportunity | Sets the state of an opportunity to Lost. |
Merge | Merges the information from two entity records of the same type. |
ModifyAccess | Replaces the access rights on the target record for the specified security principal (user or team). |
msdyn_ExpandResourceAssignment | |
OrderOption | Sets the order for an option set. |
ParseImport | Submits an asynchronous job that parses all import files that are associated with the specified import (data import). |
PickFromQueue | Assigns a queue item to a user and optionally remove the queue item from the queue. |
ProcessInboundEmail | Processes the email responses from a marketing campaign. |
PropagateByExpression | Creates a quick campaign to distribute an activity to accounts, contacts, or leads that are selected by a query. |
ProvisionLanguage | Provisions a new language. |
PublishAllXml | Publishes all changes to solution components. |
PublishDuplicateRule | Submits an asynchronous job to publish a duplicate rule. |
PublishProductHierarchy | Publishes a product family record and all its child records. |
PublishTheme | Publishes a theme and set it as the current theme. |
PublishXml | Publishes specified solution components. |
QualifyLead | Qualifies a lead and create account, contact, and opportunity records that are linked to the originating lead record. |
QualifyMemberList | Qualifies the specified list and either override the list members or remove them according to the specified option. |
QueryExpressionToFetchXml | Converts a QueryExpression query to its equivalent FetchXML query |
ReactivateEntityKey | Submit a new asynchronous system job to create the index for the key. |
ReassignObjectsOwner | Reassigns all records that are owned by the security principal (user or team) to another security principal (user or team). |
ReassignObjectsSystemUser | Reassigns all records that are owned by a specified user to another security principal (user or team). |
Recalculate | Recalculate system-computed values for rollup fields in the goal hierarchy. |
ReleaseToQueue | Assigns a queue item back to the queue owner so others can pick it. |
RemoveAppComponents | |
RemoveFromQueue | Removes a queue item from a queue. |
RemoveItemCampaign | Removes an item from a campaign. |
RemoveItemCampaignActivity | Removes an item from a campaign activity. |
RemoveMemberList | Removes a member from a list (marketing list). |
RemoveMembersTeam | Removes members from a team. |
RemoveParent | Removes the parent for a system user (user) record. |
RemovePrivilegeRole | Removes a privilege from an existing role. |
RemoveSolutionComponent | Removes a component from an unmanaged solution. |
RemoveUserFromRecordTeam | Removes a user from the auto created access team for the specified record. |
RenewContract | Renews a contract and create the contract details for a new contract. |
RenewEntitlement | Renews an entitlement. |
ReplacePrivilegesRole | Replaces the privilege set of an existing role. |
Reschedule | Reschedules an appointment, recurring appointment, or service appointment (service activity). |
ResetUserFilters | Resets the offline data filters for the calling user to the default filters for the organization. |
RevertProduct | Reverts changes done to properties of a product family, product, or bundle record, and set it back to its last published (active) state. |
ReviseQuote | Sets the state of a quote to Draft. |
RevokeAccess | Replaces the access rights on the target record for the specified security principal (user or team). |
RouteTo | Routes a queue item to a queue, a user, or a team. |
SendBulkMail | Sends bulk email messages. |
SendEmail | Sends an e-mail message. |
SendEmailFromTemplate | Sends an e-mail message to a recipient using an e-mail template. |
SendFax | Sends a fax. |
SendTemplate | Sends a bulk email message that is created from a template. |
SetAutoNumberSeed | |
SetBusinessSystemUser | Moves a system user (user) to a different business unit. |
SetDataEncryptionKey | Sets or restore the data encryption key. |
SetFeatureStatus | internal |
SetLocLabels | Sets localized labels for a limited set of entity attributes. |
SetParentSystemUser | Sets a new parent system user (user) for the specified user. |
SetProcess | Sets the process that associates with a given target entity. The user can set to another business process or specify null to clear out the current process. |
SetReportRelated | Links an instance of a report entity to related entities. |
TransformImport | Submits an asynchronous job that transforms the parsed data. |
TriggerServiceEndpointCheck | Validates the configuration of a Microsoft Azure Service Bus solution’s service endpoint. |
UninstallSampleData | Uninstalls the sample data. |
UnlockInvoicePricing | Unlocks pricing for an invoice. |
UnlockSalesOrderPricing | Unlocks pricing for a sales order (order). |
UnpublishDuplicateRule | Submits an asynchronous job to unpublish a duplicate rule. |
UpdateFeatureConfig | internal |
UpdateOptionValue | Updates an option value in a global or local option set. |
UpdateProductProperties | Updates values of the property instances (dynamic property instances) for a product added to an opportunity, quote, order, or invoice. |
UpdateSolutionComponent | Updates a component in an unmanaged solution. |
UpdateStateValue | Updates an option set value in for a StateAttributeMetadata attribute. |
Validate | Verifies that an appointment or service appointment (service activity) has valid available resources for the activity, duration, and site, as appropriate. |
ValidateSavedQuery | Validates a saved query. |
WinOpportunity | Sets the state of an opportunity to Won. |
WinQuote | Sets the state of a quote to Won. |