ContractTemplate Entity Reference
Template for a contract containing the standard attributes of a contract.
Added by: Service Solution
Messages
| Message | Web API Operation | SDK Assembly |
|---|---|---|
| Create | POST [org URI]/api/data/v9.0/contracttemplates See Create |
CreateRequest or Create |
| Delete | DELETE [org URI]/api/data/v9.0/contracttemplates(contracttemplateid) See Delete |
DeleteRequest or Delete |
| Retrieve | GET [org URI]/api/data/v9.0/contracttemplates(contracttemplateid) See Retrieve |
RetrieveRequest or Retrieve |
| RetrieveMultiple | GET [org URI]/api/data/v9.0/contracttemplates See Query Data |
RetrieveMultipleRequest or RetrieveMultiple |
| Update | PATCH [org URI]/api/data/v9.0/contracttemplates(contracttemplateid) See Update |
UpdateRequest or Update |
Entity Properties
| Property | Value |
|---|---|
| CollectionSchemaName | ContractTemplates |
| DisplayCollectionName | Contract Templates |
| DisplayName | Contract Template |
| EntitySetName | contracttemplates |
| IsBPFEntity | False |
| LogicalCollectionName | contracttemplates |
| LogicalName | contracttemplate |
| OwnershipType | OrganizationOwned |
| PrimaryIdAttribute | contracttemplateid |
| PrimaryNameAttribute | name |
| SchemaName | ContractTemplate |
Writable attributes
These attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.
- Abbreviation
- AllotmentTypeCode
- BillingFrequencyCode
- ContractServiceLevelCode
- ContractTemplateId
- Description
- EffectivityCalendar
- ImportSequenceNumber
- IntroducedVersion
- IsCustomizable
- Name
- OverriddenCreatedOn
- TimeZoneRuleVersionNumber
- UseDiscountAsPercentage
- UTCConversionTimeZoneCode
Abbreviation
| Property | Value |
|---|---|
| Description | Abbreviation of the contract template name. |
| DisplayName | Abbreviation |
| FormatName | Text |
| IsLocalizable | False |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | abbreviation |
| MaxLength | 20 |
| RequiredLevel | SystemRequired |
| Type | String |
AllotmentTypeCode
| Property | Value |
|---|---|
| Description | Criteria for the contracts based on the template, such as number of cases, time, or coverage dates. |
| DisplayName | Allotment Type |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | allotmenttypecode |
| RequiredLevel | None |
| Type | Picklist |
AllotmentTypeCode Options
| Value | Label |
|---|---|
| 1 | Number of Cases |
| 2 | Time |
| 3 | Coverage Dates |
BillingFrequencyCode
| Property | Value |
|---|---|
| Description | How often the customer or account is to be billed in contracts that are based on the template. |
| DisplayName | Billing Frequency |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | billingfrequencycode |
| RequiredLevel | None |
| Type | Picklist |
BillingFrequencyCode Options
| Value | Label |
|---|---|
| 1 | Monthly |
| 2 | Bimonthly |
| 3 | Quarterly |
| 4 | Semiannually |
| 5 | Annually |
ContractServiceLevelCode
| Property | Value |
|---|---|
| Description | Unique identifier of the level of service specified in contracts that are based on the template. |
| DisplayName | Contract Service Level |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | contractservicelevelcode |
| RequiredLevel | None |
| Type | Picklist |
ContractServiceLevelCode Options
| Value | Label |
|---|---|
| 1 | Gold |
| 2 | Silver |
| 3 | Bronze |
ContractTemplateId
| Property | Value |
|---|---|
| Description | Unique identifier of the contract template. |
| DisplayName | Contract Template |
| IsValidForForm | False |
| IsValidForRead | True |
| IsValidForUpdate | False |
| LogicalName | contracttemplateid |
| RequiredLevel | SystemRequired |
| Type | Uniqueidentifier |
Description
| Property | Value |
|---|---|
| Description | Description of the contract template. |
| DisplayName | Description |
| Format | Text |
| IsLocalizable | False |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | description |
| MaxLength | 2000 |
| RequiredLevel | None |
| Type | Memo |
EffectivityCalendar
| Property | Value |
|---|---|
| Description | Days of the week and times for which contracts based on the template are effective. |
| DisplayName | Support Calendar |
| FormatName | Text |
| IsLocalizable | False |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | effectivitycalendar |
| MaxLength | 168 |
| RequiredLevel | None |
| Type | String |
ImportSequenceNumber
| Property | Value |
|---|---|
| Description | Sequence number of the import that created this record. |
| DisplayName | Import Sequence Number |
| Format | None |
| IsValidForForm | False |
| IsValidForRead | True |
| IsValidForUpdate | False |
| LogicalName | importsequencenumber |
| MaxValue | 2147483647 |
| MinValue | -2147483648 |
| RequiredLevel | None |
| Type | Integer |
IntroducedVersion
| Property | Value |
|---|---|
| Description | Version in which the form is introduced. |
| DisplayName | Introduced Version |
| FormatName | VersionNumber |
| IsLocalizable | False |
| IsValidForForm | False |
| IsValidForRead | True |
| IsValidForUpdate | False |
| LogicalName | introducedversion |
| MaxLength | 48 |
| RequiredLevel | None |
| Type | String |
IsCustomizable
| Property | Value |
|---|---|
| Description | Information that specifies whether this component can be customized. |
| DisplayName | Customizable |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | iscustomizable |
| RequiredLevel | SystemRequired |
| Type | ManagedProperty |
Name
| Property | Value |
|---|---|
| Description | Name of the contract template. |
| DisplayName | Name |
| FormatName | Text |
| IsLocalizable | False |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | name |
| MaxLength | 100 |
| RequiredLevel | SystemRequired |
| Type | String |
OverriddenCreatedOn
| Property | Value |
|---|---|
| DateTimeBehavior | UserLocal |
| Description | Date and time that the record was migrated. |
| DisplayName | Record Created On |
| Format | DateOnly |
| IsValidForForm | False |
| IsValidForRead | True |
| IsValidForUpdate | False |
| LogicalName | overriddencreatedon |
| RequiredLevel | None |
| Type | DateTime |
TimeZoneRuleVersionNumber
| Property | Value |
|---|---|
| Description | For internal use only. |
| DisplayName | Time Zone Rule Version Number |
| Format | None |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | timezoneruleversionnumber |
| MaxValue | 2147483647 |
| MinValue | -1 |
| RequiredLevel | None |
| Type | Integer |
UseDiscountAsPercentage
| Property | Value |
|---|---|
| Description | Specifies whether the discount is a percentage or a monetary amount in contracts based on the template. |
| DisplayName | Use Discount as Percentage |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | usediscountaspercentage |
| RequiredLevel | None |
| Type | Boolean |
UseDiscountAsPercentage Options
| Value | Label |
|---|---|
| 1 | Yes |
| 0 | No |
DefaultValue: False
UTCConversionTimeZoneCode
| Property | Value |
|---|---|
| Description | Time zone code that was in use when the record was created. |
| DisplayName | UTC Conversion Time Zone Code |
| Format | None |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | utcconversiontimezonecode |
| MaxValue | 2147483647 |
| MinValue | -1 |
| RequiredLevel | None |
| Type | Integer |
Read-only attributes
These attributes return false for both IsValidForCreate or IsValidForUpdate. Listed by SchemaName.
- ComponentState
- ContractTemplateIdUnique
- CreatedBy
- CreatedByName
- CreatedByYomiName
- CreatedOn
- CreatedOnBehalfBy
- CreatedOnBehalfByName
- CreatedOnBehalfByYomiName
- IsManaged
- ModifiedBy
- ModifiedByName
- ModifiedByYomiName
- ModifiedOn
- ModifiedOnBehalfBy
- ModifiedOnBehalfByName
- ModifiedOnBehalfByYomiName
- OrganizationId
- OrganizationIdName
- OverwriteTime
- SolutionId
- SupportingSolutionId
- VersionNumber
ComponentState
| Property | Value |
|---|---|
| Description | For internal use only. |
| DisplayName | Component State |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | componentstate |
| RequiredLevel | SystemRequired |
| Type | Picklist |
ComponentState Options
| Value | Label |
|---|---|
| 0 | Published |
| 1 | Unpublished |
| 2 | Deleted |
| 3 | Deleted Unpublished |
ContractTemplateIdUnique
| Property | Value |
|---|---|
| Description | For internal use only. |
| DisplayName | |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | contracttemplateidunique |
| RequiredLevel | SystemRequired |
| Type | Uniqueidentifier |
CreatedBy
| Property | Value |
|---|---|
| Description | Unique identifier of the user who created the contract template. |
| DisplayName | Created By |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | createdby |
| RequiredLevel | None |
| Targets | systemuser |
| Type | Lookup |
CreatedByName
| Property | Value |
|---|---|
| Description | |
| DisplayName | |
| FormatName | Text |
| IsLocalizable | False |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | createdbyname |
| MaxLength | 100 |
| RequiredLevel | None |
| Type | String |
CreatedByYomiName
| Property | Value |
|---|---|
| Description | |
| DisplayName | |
| FormatName | Text |
| IsLocalizable | False |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | createdbyyominame |
| MaxLength | 100 |
| RequiredLevel | None |
| Type | String |
CreatedOn
| Property | Value |
|---|---|
| DateTimeBehavior | UserLocal |
| Description | Date and time when the contract template was created. |
| DisplayName | Created On |
| Format | DateAndTime |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | createdon |
| RequiredLevel | None |
| Type | DateTime |
CreatedOnBehalfBy
| Property | Value |
|---|---|
| Description | Unique identifier of the delegate user who created the contracttemplate. |
| DisplayName | Created By (Delegate) |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | createdonbehalfby |
| RequiredLevel | None |
| Targets | systemuser |
| Type | Lookup |
CreatedOnBehalfByName
| Property | Value |
|---|---|
| Description | |
| DisplayName | |
| FormatName | Text |
| IsLocalizable | False |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | createdonbehalfbyname |
| MaxLength | 100 |
| RequiredLevel | None |
| Type | String |
CreatedOnBehalfByYomiName
| Property | Value |
|---|---|
| Description | |
| DisplayName | |
| FormatName | Text |
| IsLocalizable | False |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | createdonbehalfbyyominame |
| MaxLength | 100 |
| RequiredLevel | None |
| Type | String |
IsManaged
| Property | Value |
|---|---|
| Description | Indicates whether the solution component is part of a managed solution. |
| DisplayName | Is Managed |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | ismanaged |
| RequiredLevel | SystemRequired |
| Type | Boolean |
IsManaged Options
| Value | Label |
|---|---|
| 1 | Managed |
| 0 | Unmanaged |
DefaultValue: False
ModifiedBy
| Property | Value |
|---|---|
| Description | Unique identifier of the user who last modified the contract template. |
| DisplayName | Modified By |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | modifiedby |
| RequiredLevel | None |
| Targets | systemuser |
| Type | Lookup |
ModifiedByName
| Property | Value |
|---|---|
| Description | |
| DisplayName | |
| FormatName | Text |
| IsLocalizable | False |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | modifiedbyname |
| MaxLength | 100 |
| RequiredLevel | None |
| Type | String |
ModifiedByYomiName
| Property | Value |
|---|---|
| Description | |
| DisplayName | |
| FormatName | Text |
| IsLocalizable | False |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | modifiedbyyominame |
| MaxLength | 100 |
| RequiredLevel | None |
| Type | String |
ModifiedOn
| Property | Value |
|---|---|
| DateTimeBehavior | UserLocal |
| Description | Date and time when the contract template was last modified. |
| DisplayName | Modified On |
| Format | DateAndTime |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | modifiedon |
| RequiredLevel | None |
| Type | DateTime |
ModifiedOnBehalfBy
| Property | Value |
|---|---|
| Description | Unique identifier of the delegate user who last modified the contracttemplate. |
| DisplayName | Modified By (Delegate) |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | modifiedonbehalfby |
| RequiredLevel | None |
| Targets | systemuser |
| Type | Lookup |
ModifiedOnBehalfByName
| Property | Value |
|---|---|
| Description | |
| DisplayName | |
| FormatName | Text |
| IsLocalizable | False |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | modifiedonbehalfbyname |
| MaxLength | 100 |
| RequiredLevel | None |
| Type | String |
ModifiedOnBehalfByYomiName
| Property | Value |
|---|---|
| Description | |
| DisplayName | |
| FormatName | Text |
| IsLocalizable | False |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | modifiedonbehalfbyyominame |
| MaxLength | 100 |
| RequiredLevel | None |
| Type | String |
OrganizationId
| Property | Value |
|---|---|
| Description | Unique identifier for the organization |
| DisplayName | Organization Id |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | organizationid |
| RequiredLevel | SystemRequired |
| Targets | organization |
| Type | Lookup |
OrganizationIdName
| Property | Value |
|---|---|
| Description | |
| DisplayName | |
| FormatName | Text |
| IsLocalizable | False |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | organizationidname |
| MaxLength | 100 |
| RequiredLevel | SystemRequired |
| Type | String |
OverwriteTime
| Property | Value |
|---|---|
| DateTimeBehavior | UserLocal |
| Description | For internal use only. |
| DisplayName | Record Overwrite Time |
| Format | DateOnly |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | overwritetime |
| RequiredLevel | SystemRequired |
| Type | DateTime |
SolutionId
| Property | Value |
|---|---|
| Description | Unique identifier of the associated solution. |
| DisplayName | Solution |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | solutionid |
| RequiredLevel | SystemRequired |
| Type | Uniqueidentifier |
SupportingSolutionId
| Property | Value |
|---|---|
| Description | For internal use only. |
| DisplayName | Solution |
| IsValidForForm | False |
| IsValidForRead | False |
| LogicalName | supportingsolutionid |
| RequiredLevel | None |
| Type | Uniqueidentifier |
VersionNumber
| Property | Value |
|---|---|
| Description | Version Number |
| DisplayName | Version Number |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | versionnumber |
| MaxValue | 9223372036854775807 |
| MinValue | -9223372036854775808 |
| RequiredLevel | None |
| Type | BigInt |
One-To-Many Relationships
Listed by SchemaName.
- ContractTemplate_SyncErrors
- ContractTemplate_AsyncOperations
- contracttemplate_MailboxTrackingFolders
- ContractTemplate_ProcessSessions
- ContractTemplate_BulkDeleteFailures
- contracttemplate_PrincipalObjectAttributeAccesses
- contract_template_contracts
ContractTemplate_SyncErrors
Added by: System Solution Solution
Same as syncerror entity ContractTemplate_SyncErrors Many-To-One relationship.
| Property | Value |
|---|---|
| ReferencingEntity | syncerror |
| ReferencingAttribute | regardingobjectid |
| IsHierarchical | False |
| IsCustomizable | True |
| ReferencedEntityNavigationPropertyName | ContractTemplate_SyncErrors |
| AssociatedMenuConfiguration | Behavior: DoNotDisplay Group: Details Label: Order: |
| CascadeConfiguration | Assign: Cascade Delete: Cascade Merge: Cascade Reparent: Cascade Share: Cascade Unshare: Cascade |
ContractTemplate_AsyncOperations
Added by: System Solution Solution
Same as asyncoperation entity ContractTemplate_AsyncOperations Many-To-One relationship.
| Property | Value |
|---|---|
| ReferencingEntity | asyncoperation |
| ReferencingAttribute | regardingobjectid |
| IsHierarchical | False |
| IsCustomizable | False |
| ReferencedEntityNavigationPropertyName | ContractTemplate_AsyncOperations |
| AssociatedMenuConfiguration | Behavior: DoNotDisplay Group: Details Label: Order: |
| CascadeConfiguration | Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade Share: NoCascade Unshare: NoCascade |
contracttemplate_MailboxTrackingFolders
Added by: System Solution Solution
Same as mailboxtrackingfolder entity contracttemplate_MailboxTrackingFolders Many-To-One relationship.
| Property | Value |
|---|---|
| ReferencingEntity | mailboxtrackingfolder |
| ReferencingAttribute | regardingobjectid |
| IsHierarchical | False |
| IsCustomizable | True |
| ReferencedEntityNavigationPropertyName | contracttemplate_MailboxTrackingFolders |
| AssociatedMenuConfiguration | Behavior: DoNotDisplay Group: Details Label: Order: |
| CascadeConfiguration | Assign: NoCascade Delete: Cascade Merge: NoCascade Reparent: NoCascade Share: NoCascade Unshare: NoCascade |
ContractTemplate_ProcessSessions
Added by: System Solution Solution
Same as processsession entity ContractTemplate_ProcessSessions Many-To-One relationship.
| Property | Value |
|---|---|
| ReferencingEntity | processsession |
| ReferencingAttribute | regardingobjectid |
| IsHierarchical | False |
| IsCustomizable | False |
| ReferencedEntityNavigationPropertyName | ContractTemplate_ProcessSessions |
| AssociatedMenuConfiguration | Behavior: UseCollectionName Group: Details Label: Order: 110 |
| CascadeConfiguration | Assign: NoCascade Delete: NoCascade Merge: NoCascade Reparent: NoCascade Share: NoCascade Unshare: NoCascade |
ContractTemplate_BulkDeleteFailures
Added by: System Solution Solution
Same as bulkdeletefailure entity ContractTemplate_BulkDeleteFailures Many-To-One relationship.
| Property | Value |
|---|---|
| ReferencingEntity | bulkdeletefailure |
| ReferencingAttribute | regardingobjectid |
| IsHierarchical | False |
| IsCustomizable | False |
| ReferencedEntityNavigationPropertyName | ContractTemplate_BulkDeleteFailures |
| AssociatedMenuConfiguration | Behavior: DoNotDisplay Group: Details Label: Order: |
| CascadeConfiguration | Assign: NoCascade Delete: Cascade Merge: NoCascade Reparent: NoCascade Share: NoCascade Unshare: NoCascade |
contracttemplate_PrincipalObjectAttributeAccesses
Added by: System Solution Solution
Same as principalobjectattributeaccess entity contracttemplate_PrincipalObjectAttributeAccesses Many-To-One relationship.
| Property | Value |
|---|---|
| ReferencingEntity | principalobjectattributeaccess |
| ReferencingAttribute | objectid |
| IsHierarchical | False |
| IsCustomizable | True |
| ReferencedEntityNavigationPropertyName | contracttemplate_PrincipalObjectAttributeAccesses |
| AssociatedMenuConfiguration | Behavior: DoNotDisplay Group: Details Label: Order: |
| CascadeConfiguration | Assign: NoCascade Delete: Cascade Merge: NoCascade Reparent: NoCascade Share: NoCascade Unshare: NoCascade |
contract_template_contracts
Same as contract entity contract_template_contracts Many-To-One relationship.
| Property | Value |
|---|---|
| ReferencingEntity | contract |
| ReferencingAttribute | contracttemplateid |
| IsHierarchical | False |
| IsCustomizable | False |
| ReferencedEntityNavigationPropertyName | contract_template_contracts |
| AssociatedMenuConfiguration | Behavior: DoNotDisplay Group: Details Label: Order: |
| CascadeConfiguration | Assign: NoCascade Delete: Restrict Merge: NoCascade Reparent: NoCascade Share: NoCascade Unshare: NoCascade |
Many-To-One Relationships
Each Many-To-One relationship is defined by a corresponding One-To-Many relationship with the related entity. Listed by SchemaName.
- lk_contracttemplatebase_createdby
- lk_contracttemplate_createdonbehalfby
- lk_contracttemplatebase_modifiedby
- lk_contracttemplate_modifiedonbehalfby
- organization_contract_templates
lk_contracttemplatebase_createdby
Added by: System Solution Solution
See systemuser Entity lk_contracttemplatebase_createdby One-To-Many relationship.
lk_contracttemplate_createdonbehalfby
Added by: System Solution Solution
See systemuser Entity lk_contracttemplate_createdonbehalfby One-To-Many relationship.
lk_contracttemplatebase_modifiedby
Added by: System Solution Solution
See systemuser Entity lk_contracttemplatebase_modifiedby One-To-Many relationship.
lk_contracttemplate_modifiedonbehalfby
Added by: System Solution Solution
See systemuser Entity lk_contracttemplate_modifiedonbehalfby One-To-Many relationship.
organization_contract_templates
Added by: System Solution Solution
See organization Entity organization_contract_templates One-To-Many relationship.
See also
About the Entity Reference
Programming reference for Dynamics 365 Customer Engagement
Web API Reference
Microsoft.Dynamics.CRM.contracttemplate
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