Data entities - Sales and marketing (Pre-sales)

This topic provides a list of the data entities that are available for Sales and marketing pre-sales.

Available data entities

28.1.001 SLM - Activities

Suggested sequence Entity name Area Entity type Dependency Comments
1 Sales activity plans Activities Setup Set up and maintain activity plans.
2 Sales activity types Activities Setup A list of sales and marketing activity types.
3 Sales activity phases Activities Setup A list of activity phases that can be used to track the status of an activity.

28.1.002 SLM - Campaigns

Suggested sequence Entity name Area Entity type Dependency Comments
4 Campaign groups Campaigns Setup Divide campaigns into general categories.
5 Campaign process (Microsoft Dynamics 365 for Operations - Platform May 2016) Campaigns Setup Projects, Work breakdown structure Define processes and activities for a campaign.
6 Campaign targets Campaigns Setup A list of campaign targets.
7 Campaign types Campaigns Setup Define a campaign in more detail.
8 Campaign email templates Campaigns Setup Email templates for campaigns.
9 Campaign media types Campaigns Setup Define the various types of media that are used in campaigns.
10 Campaign cancellation reason codes Campaigns Setup Campaign reason codes during cancellations.

28.1.003 SLM - Contacts

Suggested sequence Entity name Area Entity type Dependency Comments
11 Personal character types Contacts Setup The levels of personal characters that can be selected when a contact person record is created.
12 Complimentary closings Contacts Setup A list of the standard complimentary closings that are used in written communication with contacts.
13 Contact person titles Contacts Setup Set up and maintain contact person titles.
14 Decision making roles Contacts Setup A list of decision codes that can be used to describe the contact person’s influence on the decision making process for a prospect.
15 Employment job functions Contacts Setup A list of job functions that can be used to categorize the areas of job responsibility for a prospect’s contact person.
16 Interest types Contacts Setup A list of both professional and personal interests that can be used when information is entered for a contact person.
17 Loyalty levels Contacts Setup A list of phrases that describe a contact person’s loyalty to a company.
18 Salutations Contacts Setup The standard salutations that are used in written communication with contacts.

28.1.004 SLM - Leads

Suggested sequence Entity name Area Entity type Dependency Comments
19 Lead types Leads Setup Type codes and descriptions for leads.
20 Lead priorities Leads Setup Set priority codes for lead records.
21 Lead ratings Leads Setup Ratings of the importance or probability of a lead record.

28.1.005 SLM - Mailings

Suggested sequence Entity name Area Entity type Dependency Comments
22 Email categories Mailings Setup Set up email categories.
23 Email groups Mailings Setup Email categories Email groups for several kinds of tasks.
24 Direct mailing categories Mailings Setup Mailing categories for contacts.
25 Direct mailing category items Mailings Setup Direct mailing categories Subcategories for each mailing category.

28.1.006 SLM - Opportunities

Suggested sequence Entity name Area Entity type Dependency Comments
26 Sales activity phases Opportunities Setup Quotation phases that can be used to track quotation progress.
27 Opportunity probability rates Opportunities Setup Probability rates for sales orders.
28 Quotation prognosis Opportunities Setup Prognosis periods for sales quotations.
29 Opportunity reason codes Opportunities Setup Define reasons why a quotation or sale was won or lost.

28.1.007 SLM - Prospects

Suggested sequence Entity name Area Entity type Dependency Comments
30 Business classifications Prospects Setup Register the business classifications that the prospect or customer belongs to.
31 Company chains Prospects Setup A list of company chains. In this context, a company chain is a parent company that consists of many smaller business units.
32 Prospect relation types Prospects Setup Set up prospect types.
33 Sales districts Prospects Setup A list of geographical areas that can be used for sales and sales statistics.
34 Business segments Prospects Setup General business segments that are used to categorize prospects.
35 Prospect statuses Prospects Setup Direct mailing categories A list of phrases that describe the performance of a prospect.
36 Business subsegments Prospects Setup Specific business segments that are used to further categorize prospects.

28.1.008 SLM - Quotations

Suggested sequence Entity name Area Entity type Dependency Comments
37 Quotation document conclusions Quotations Setup Conclusions for quotation documents.
38 Quotation document introductions Quotations Setup Introductions and salutations for quotation documents.
39 Quotation document titles Quotations Setup Titles that can be used in quotation documents.
40 Quotation template groups Quotations Setup Used to ease the categorization of quotation templates.
41 Quotation type Quotations Setup The types of quotations that you have. You use quotation types to categorize your quotations.
42 Sales units Quotations Setup Responsibilities, Worker information

28.1.009 SLM - Telemarketing

Suggested sequence Entity name Area Entity type Dependency Comments
43 Telemarketing cancellation reasons Telemarketing Setup Set up reasons that describe why a telemarketing call was canceled.

28.1.010 SLM - Responsibility

Suggested sequence Entity name Area Entity type Dependency Comments
44 Sales role responsibilities Responsibility Setup Assign responsibilities to various individuals in your organization, based on their roles and tasks. You can also change or delete assignments of responsibility at any time.
45 Opportunity source types Responsibility Setup Types of sources for leads and opportunities.

28.4.001 SLM - Leads main

Suggested sequence Entity name Area Entity type Dependency Comments
46 Leads Leads Master Lead records

28.4.002 SLM - Contact person main

Note: Before you import the Contact person data entity, set the number sequence to manual. If you're using demo data, select the Basi_97 number sequence, and set Manual to Yes. After you import the Contact person entity, you can change the number sequence back to its original setting. If you're using demo data for the import, 19 records will fail. This issue occurs, because the party parent and child relationship IDs are the same.

Suggested sequence Entity name Area Entity type Dependency Comments
47 Contacts Contact person Master Contact person records

28.4.003 SLM - Prospects main

Suggested sequence Entity name Area Entity type Dependency Comments
48 Prospects Prospects Master Prospect records

28.4.004 SLM - Business classification of parties

Suggested sequence Entity name Area Entity type Dependency Comments
49 Business classification of parties Business classification of parties Setup Set up business classifications.

28.4.005 SLM - Prospect statistics default values

Suggested sequence Entity name Area Entity type Dependency Comments
50 Prospect statistics default values Prospect statistics default values Setup Default values for prospect statistics and sales target.

See also

Data entities and packages framework

Data entities