Field Service Common Solution

Unique Name
Customization Prefix


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.
invoice Order that has been billed.
lead Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived.
msdyn_paymentterm Specify payment terms used for billing.
msdyn_purchaseorder Record Purchase Orders pertaining to Work Orders or otherwise
msdyn_purchaseorderproduct Record products to be ordered on purchase order
msdyn_purchaseorderreceipt Specify purchase order receipt.
msdyn_purchaseorderreceiptproduct Specify product for purchase order receipt.
msdyn_shipvia Specify the different shipping methods used.
msdyn_taxcode Store tax related information. Each tax code could contain multiple child tax codes, and in that case the tax rate will be determined by the total tax of all children.
msdyn_taxcodedetail In this entity you can link multiple tax codes together to form a group of tax codes to be charged for the customer to form the total tax.
msdyn_warehouse Warehouses where inventory products are stored and managed
opportunity Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion.
product Information about products and their pricing information.
quote Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.
salesorder Quote that has been accepted.

See also