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.
email 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.

See also