System Solution Solution
- Unique Name
- System
- Version
- 5.0
- Customization Prefix
- default
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. | |
| actioncard | Action card entity to show action cards. | |
| activitymimeattachment | MIME attachment for an activity. | |
| 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. | |
| appointment | Commitment representing a time interval with start/end times and duration. | |
| attribute | ||
| businessunit | Business, division, or department in the Microsoft Dynamics 365 database. | |
| category | Entity for categorizing records to make it easier for your customers to find them on portals and through search. | |
| 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. | |
| duplicaterulecondition | Condition of a duplicate detection rule. | |
| Activity that is delivered using email protocols. | ||
| emailserverprofile | Holds the Email Server Profiles of an organization | |
| entity | ||
| entitykey | ||
| entityrelationship | ||
| 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 | |
| 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. | |
| importmap | Data map used in import. | |
| 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 | |
| letter | Activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter. | |
| mailbox | ||
| mailmergetemplate | Template for a mail merge document that contains the standard attributes of that document. | |
| managedproperty | ||
| 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. | |
| newprocess | New Process Business Process Flow | |
| optionset | ||
| organization | Top level of the Microsoft Dynamics 365 business hierarchy. The organization can be a specific business, holding company, or corporation. | |
| phonecall | Activity to track a telephone call. | |
| position | Position of a user in the hierarchy | |
| processsession | Information that is generated when a dialog is run. Every time that you run a dialog, a dialog session is created. | |
| processtrigger | Trigger that invoke a rule. | |
| queue | A list of records that require action, such as accounts, activities, and cases. | |
| 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. | |
| roleprivileges | Group of privileges used to categorize users to provide appropriate access to entities. | |
| rollupfield | Field to be rolled up to calculate the actual and in-progress values against the goal. | |
| savedquery | Saved query against the database. | |
| savedqueryvisualization | System chart attached to an entity. | |
| 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 | ||
| 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. | |
| 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. | |
| syncerror | Failure reason and other detailed information for a record that failed to sync. | |
| 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. | |
| transactioncurrency | Currency in which a financial transaction is carried out. | |
| translationprocess | Translation Process Business Process Flow | |
| usermapping | User Mapping | |
| userqueryvisualization | Chart attached to an entity. | |
| workflow | Set of logical rules that define the steps necessary to automate a specific business process, task, or set of actions to be performed. |
Actions
The following actions are included in this solution.
| Name | Description |
|---|---|
| AddAppComponents | Adds app components to a business app. |
| 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. |
| AlmHandler | Synchronizes models in the AI Builder backend. |
| Analyze | Initiates process mining for the process to generate analytics on the associated data. |
| AnalyzeSentiment | Analyzes sentiments. |
| ApplyRecordCreationAndUpdateRule | Applies record creation and update rules to activities in 365 created as a result of the integration with external applications. |
| AutoMapEntity | Generates a new set of attribute mappings based on the metadata. |
| BackgroundSendEmail | Send email messages asynchronously. |
| BatchGetFlowMachineStatus | Returns the current connection status for the stated machines. |
| BatchPrediction | Runs batch prediction on an AI Model. |
| 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. |
| 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. |
| CancelDesktopFlowRun | Cancel an ongoing desktop flow run. |
| CancelTraining | Cancels the training of an AI model. |
| CanManyToMany | Checks whether an entity can participate in a many-to-many relationship. |
| cascadeAsync_SuccessAPI | Register a plug-in step on this message to be notified when an asynchronous cascade operation succeeds. |
| CategorizeText | Categorizes text. |
| 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. |
| CloneMobileOfflineProfile | For internal use only. |
| CommitAnnotationBlocksUpload | Commits the uploaded data blocks to the annotation store. |
| CommitAttachmentBlocksUpload | |
| CommitFileBlocksUpload | Commits the uploaded data blocks to the file store. |
| 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. |
| CopySystemForm | Creates a new entity form that is based on an existing entity form. |
| CreateAsyncJobToRevokeInheritedAccess | Creates an async job to correct inherited access. |
| 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. |
| CreateHostedFlowMachineGroup | |
| 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. |
| CreatePolymorphicLookupAttribute | Create a multi-table lookup column. |
| 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. |
| DeleteFile | Deletes a stored binary file, attachment, or annotation. |
| DeleteFlowMachineGroup | |
| 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. |
| DeliverImmediatePromoteEmail | Delivers an email from an email client. |
| 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. |
| DetectLanguage | Detects the language. |
| DownloadBlock | Downloads a data block. |
| DownloadSolutionExportData | Download the exported solution data. |
| ExecuteWorkflow | Executes a workflow. |
| ExportMappingsImportMap | Exports a data map as an XML formatted data. |
| ExportSolution | Exports a solution. |
| ExportSolutionAsync | Exports a solution using an asynchronous job. |
| ExportTranslation | Exports all translations for a specific solution to a compressed file. |
| ExtractKeyPhrases | Extracts key phrases from text. |
| ExtractTextEntities | Extracts entities from inputted text. |
| FullTextSearchKnowledgeArticle | Performs a full-text search on knowledge articles in Dynamics 365 using the specified search text. |
| GenerateSharedLink | Generates a shareable link that grants access to the specified record for office collaboration. |
| GenerateSocialProfile | Returns an existing social profile record if one exists, otherwise generates a new one and returns it. |
| GetAutoNumberSeed | Returns the value set as the seed value for a specified table and column. |
| GetJobStatus | Get the status of a job. The message status returned contains the correlation id and the organization id. |
| GetNextAutoNumberValue | Returns the value that will be assigned to the next record for a specified table and column based on the last autonumber used. |
| GetPublicKey | Returns the public key of a FlowMachineGroup of FlowGroupType Default. |
| 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. |
| ImmediateBook | Books an appointment obeying the scheduling engine selected and resource availability. If the resources involved are available at the specified time, this operation creates new appointment record and returns a successful validation result. Otherwise, it returns a failed validation result. |
| ImportCardTypeSchema | Imports and create a new cardtype required by the installed solution. |
| 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. |
| ImportSolutionAsync | Imports a solution using an asynchronous job. |
| ImportTranslation | Imports translations from a compressed file. |
| Ingest | Initializes ingestion for a recording to prep it to be ready for labelling and process mining. |
| InitializeAnnotationBlocksDownload | Initialize the download of one or more annotation data blocks. |
| InitializeAnnotationBlocksUpload | Initializes annotation storage for receiving (uploading) one or more annotation data blocks. |
| InitializeAttachmentBlocksDownload | Initializes the download of one or more attachment data blocks. |
| InitializeAttachmentBlocksUpload | Initializes attachment storage for receiving (uploading) one or more attachment data blocks. |
| InitializeFileBlocksDownload | Initializes the download of one or more binary data blocks. |
| InitializeFileBlocksUpload | Initializes file storage for receiving (uploading) one or more binary data blocks. |
| InsertOptionValue | Inserts a new option value for a global or local option set. |
| InsertStatusValue | Inserts a new option into a StatusAttributeMetadata attribute. |
| install | Creates an endpoint for an individual user to invoke a flow with the necessary connections that are specific to the invoker. |
| 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). |
| IsPaiEnabled | Checks whether AI Builder is enabled on a given environment. |
| IsPmEnabled | Determines if the process mining feature is enabled. |
| LeaveGroup | Leaves the curent flowmachinegroup and created a default flowmachinegroup for the bound flowmachine. |
| 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). |
| OnExternalCreated | Notifies Dataverse about a record that was created in an external system exposed as a virtual table in Dataverse. |
| OnExternalDeleted | Notifies Dataverse about a record that was deleted in an external system exposed as a virtual table in Dataverse. |
| OnExternalUpdated | Notifies Dataverse about a record that was updated in an external system exposed as a virtual table in Dataverse. |
| 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. |
| Predict | Uses AI to make a prediction. |
| PredictByReference | Run real time prediction with reference to record to predict on. |
| PredictionSchema | Gets the prediction schema. |
| ProvisionLanguage | Provisions a new language. |
| ProvisionLanguageAsync | Provisions a new language using a background job. |
| PublishAIConfiguration | Publishes an AI configuration |
| PublishAllXml | Publishes all changes to solution components. |
| PublishAllXmlAsync | Publishes all changes to solution components asynchronously. |
| PublishDuplicateRule | Submits an asynchronous job to publish a duplicate rule. |
| PublishTheme | Publishes a theme and set it as the current theme. |
| PublishXml | Publishes specified solution components. |
| PvaAuthorize | |
| PvaCreateBotComponents | |
| PvaCreateContentSnapshot | |
| PvaDeleteBot | |
| PvaGetDirectLineEndpoint | |
| PvaGetFeatureControlSet | |
| PvaGetUserBots | |
| PvaPublish | |
| PvaStartConversation | |
| QueryExpressionToFetchXml | Converts a QueryExpression query to its equivalent FetchXML query |
| QueueUpdateRibbonClientMetadata | Queues UpdateRibbonClientMetadata to a background job. |
| QuickTest | Uses AI to make a prediction. |
| 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. |
| RecognizeText | Extracts text from a document. |
| RegisterFlowMachine | Registers a flowmachine to use with Desktop Flows direct connectivity. |
| ReleaseToQueue | Assigns a queue item back to the queue owner so others can pick it. |
| RemoveAppComponents | Removes a component from an app. |
| RemoveFromQueue | Removes a queue item from a queue. |
| 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. |
| 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. |
| RevokeAccess | Replaces the access rights on the target record for the specified security principal (user or team). |
| RevokeSharedLink | Revokes an existing SharedLink. All users who clicked on the link will lose access. |
| RouteTo | Routes a queue item to a queue, a user, or a team. |
| RunDesktopFlow | Trigger a new run of a desktop flow. |
| SaveSettingValue | Creates or updates app/organization level override. |
| SchedulePrediction | Schedules a prediction for an AI model. |
| ScheduleRetrain | Schedules retraining for an AI model. |
| ScheduleTraining | Schedules training for an AI model. |
| searchautocomplete | Provides autocompletion of input as the user enters text into a form field. |
| searchquery | Provides a search results page. |
| searchsuggest | Provides suggestions as the user enters text into a form field. |
| 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. |
| SetParentTeam | Sets the parent business unit of a team. |
| 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. |
| Share | |
| StageAndUpgrade | Imports a solution, stages it for upgrade, and applies the upgrade as the default (when applicable). |
| StageSolution | Stage the solution for upgrade. |
| SyncBulkOperation | Performs bulk operations to cancel, resume, or pause workflows. |
| Train | Trains a new model. |
| 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. |
| UnpublishAIConfiguration | Unpublishes an AI configuration. |
| UnpublishDuplicateRule | Submits an asynchronous job to unpublish a duplicate rule. |
| UnschedulePrediction | Unschedules batch prediction on an AI model. |
| UnscheduleTraining | Unschedules training for an AI Model. |
| UpdateFeatureConfig | internal |
| UpdateOptionValue | Updates an option value in a global or local option set. |
| UpdateSolutionComponent | Updates a component in an unmanaged solution. |
| UpdateStateValue | Updates an option set value in for a StateAttributeMetadata attribute. |
| UploadBlock | Uploads a block of data to storage. |
| UpsertCompositeDataSource | API responsible for creating or updating a composite environment variable. |
| UpsertEnvironmentVariable | API responsible for creating or updating an environment variable. |
| Validate | Verifies that an appointment or service appointment (service activity) has valid available resources for the activity, duration, and site, as appropriate. |
| ValidateAIConfiguration | Validates an AI configuration. |
| ValidateSavedQuery | Validates a saved query. |
| ValidateUnpublished | Validates that a mobile offline profile, including unpublished changes, can be published. |