Dynamics 365

Microsoft Dynamics 365

模块
- Business Central
- Commerce
- Customer Insights
- Customer Service
- Customer Voice
- Field Service
- Finance
- Fraud Protection
- Guides
- Human Resources
- Intelligent Order Management
- Marketing
- Project Operations
- Remote Assist
- Sales (Premium, Enterprise, Professional)
- Supply Chain Management
Microsoft Dynamics 365 documentation
microsoft.github.io/CDM
Dataverse - 数据平台
- Common Data Model - 公共数据模型
- CDS - Common Data Service - 公共数据服务
- Microsoft Dataverse
- 与 Microsoft Power Platform 集成
  - Power Apps、Power Automate、Power BI
- 支持低代码和无代码开发
- 通过内置的业务规则、数据关系、数据验证和安全性控制，实现高效的数据治理和应用开发。

术语	定义
客户	客户可以是单位或联系人。在企业到企业 (B2B) 场景下，客户通常是一个单位。在企业到消费者 (B2C) 场景下，客户通常是一个联系人。在商机中，客户是指商机适用的潜在客户。
单位	单位是指企业或组织。单位可以设置为商机的潜在客户。
联系人	联系人是指一个个人。联系人可以设置为商机的潜在客户。
活动	活动是一种提供跟踪和计划选项的表。商机通常包含多个不同类型的活动，例如，任务、预约和电话联络。
业务流程流	业务流程流 (BPF) 是 Microsoft Power Platform 中的一种自动化功能。 BPF 位于一个表页面，可为用户提供关于数据收集的指导和可预测行动计划。对于商机，业务流程流可以指导用户完成将商机转化为销售所需的步骤和阶段。
潜在客户	潜在客户用于确定某人是否可能成为潜在的客户。具备资格的潜在客户会转化为商机。
产品目录	产品目录是一个记录集合，旨在协助管理销售交易所涉及的产品、价目表、折扣和产品系列。产品目录中的产品可以添加为商机的明细项。
报价单	报价单是产品或服务的正式报价，为客户列出了具体价格和相关付款期限。您可以从商机记录创建报价单。
订单	订单是依据指定条款交付货物和服务的已确认请求。或者，它还可以是客户已接受的报价单。
发票	发票是已向客户开具帐单的订单或销售记录，其中包括有关所购买产品或服务的详细信息。

PBL - Portable Business Logic - 可移植业务逻辑
Ticker Symbol - 股票代码、证券代码
Entitlements - 服务权限、配额
- Phone, Email, Web, Facebook, Twitter, IoT

Entity

View
Stats
Status
List
Form
Summary
Detail
Import/Export
Template

Customer Engagement

Access

Read
Write
Create
Delete
Append
Append To
Assign
Share

Customer Service Hub

My Work
- Dashboards
- Activities
Customers
- Accounts
- Contacts
- Social Profiles
Service
- Cases
- Queues
Knowledge
- Articles
- Search
Template
- Email Templates
- Email Signatures

Sales Hub

Sales
- Sequences
- Timeline
- Assistant
- Stakeholders
- Competitors
- Business Process Flows

活动可以转换为商机

信息	说明
利益干系人	Dynamics 365 中对商机有既得利益的联系人。利益干系人可以包括项目经理、董事会成员、律师和赞助商。
销售团队	将会参与到将商机转化为销售的过程中的内部团队成员。
竞争对手	您可能在交易中与之竞争的任何外部竞争对手。
定价信息	将使用的价目表以及用于估算商机价值的计算方法。
商机明细项目	作为解决方案的一部分向客户推荐的特定产品和服务。

Viva Sales

My Work
- Sales Accelerator
- Activities
- Dashboards
Customers
- Accounts
- Contacts
Sales
- Leads
- Opportunities
Collateral - 销售辅助工具/配套材料
- Quotes
- Orders
- Invoices
- Products
- Sales Literature
Marketing
- Marketing List - 营销名单/邮件列表 - 目标客户群
  - 邮件列表
  - 电话列表
  - 微信列表
  - 邮寄列表
  - 社交媒体列表
AppSettings
- Sales Administration
  - Sales Territories
  - Marketing Settings
- Product Catalog
  - Families and products
  - Discount Lists
  - Price Lists
  - Unit Groups
- Performance management
  - Goals
  - Goal Metrics
    - No. of Product Units
    - Revenue
    - No. of Cases
  - Rollup Queries

dynamics.microsoft.com/zh-cn/sales/overview
Dynamics 365 Sales Professional

State vs Status

Status
- 显示为 Status Reason
- 可以修改
- 绑定 State - 但修改 Status 时会对应修改 State
State
- 显示为 Status
- 不可以修改

One Contact to Multi Account

Connection

Records

从 PowerAPP 导出

logicalname	title
msdyn_analyticsforcs	~~Dynamics Customer Service Analytics~~
account	Account
msdyn_accountkpiitem	Account KPI Item
msdyn_actioncardregarding	Action Card Regarding
msdyn_actioncardrolesetting	Action Card Role Setting
msdyn_productivityactioninputparameter	Action Input Parameter
msdyn_productivityactionoutputparameter	Action Output Parameter
activitypointer	Activity
msdyn_activityanalysiscleanupstate	Activity Analysis CleanUp State
activityfileattachment	Activity File Attachment
activitymonitor	Activity monitor
msdyn_adaptivecardconfiguration	Adaptive Card Configuration
msdyncrm_addtocalendarstyle	AddToCalendar style
adminsettingsentity	admin_settings_entity
msdyn_adminappstate	AdminAppState
msdyn_agentcapacityprofileunit	Agent Capacity Profile Unit
msdyn_agentcapacityupdatehistory	Agent capacity update history
msdyn_agentcopilotsetting	Agent Copilot Setting
msdyn_agentresourceforecasting	Agent Resource Forecasting
msdyn_productivityagentscript	Agent script
msdyn_productivityagentscriptstep	Agent script step
msdyn_agentstatus	Agent Status
msdyn_agentstatushistory	Agent Status history
msdyn_aibdataset	AI Builder Dataset
msdyn_aibdatasetfile	AI Builder Dataset File
msdyn_aibdatasetrecord	AI Builder Dataset Record
msdyn_aibdatasetscontainer	AI Builder Datasets Container
msdyn_aibfeedbackloop	AI Builder Feedback Loop
msdyn_aibfile	AI Builder File
msdyn_aibfileattacheddata	AI Builder File Attached Data
msdyn_aiconfiguration	AI Configuration
msdyn_aievent	AI Event
msdyn_aifptrainingdocument	AI Form Processing Document
msdyn_aimodel	AI Model
msdyn_aiodtrainingboundingbox	AI Object Detection Bounding Box
msdyn_aiodimage	AI Object Detection Image
msdyn_aiodtrainingimage	AI Object Detection Image Mapping
msdyn_aiodlabel	AI Object Detection Label
msdyn_aitemplate	AI Template
msdyn_analysiscomponent	Analysis Component
msdyn_analysisjob	Analysis Job
msdyn_analysisoverride	Analysis Override
msdyn_analysisresult	Analysis Result
msdyn_analysisresultdetail	Analysis Result Detail
appaction	App Action
appactionmigration	App Action Migration
appactionrule	App Action Rule
msdyn_appinsightsmetadata	App Insights Metadata
msdyn_consoleappparameterdefinition	App Parameter Definition (Deprecated)
msdyn_appconfiguration	App profile
msdyn_appprofilerolemapping	App profile role mapping
msdyn_appstate	App state
msdyn_applicationextension	Application Extension
msdyn_applicationtabtemplate	Application Tab Template
msdyn_consoleapplicationtemplate	Application Tab Template (Deprecated)
msdyn_consoleapplicationtype	Application Type (Deprecated)
applicationuser	ApplicationUser
appointment	Appointment
archivecleanupinfo	ArchiveCleanupInfo
archivecleanupoperation	ArchiveCleanupOperation
kbarticle	Article
msdyn_assetcategorytemplateassociation	Asset Category Template Association
msdyn_assettemplateassociation	Asset Template Association
msdyn_assignmentconfiguration	Assignment Configuration
msdyn_assignmentconfigurationstep	Assignment Configuration Step
msdyn_assignmentmap	Assignment Map
msdyn_assignmentrule	Assignment Rule
msdyn_skillattachmenttarget	Attach Skill
msdyn_attribute	Attribute
msdyn_attributeinfluencestatistics	Attribute Influence Statistics
msdyn_attributevalue	Attribute Value
msdyn_soundfile	Audio File
msdyn_authsettingsentry	Auth Settings Entry
msdyn_authenticationsettings	Authentication Settings
msdyn_ocautoblockrule	Auto block rule
msdyn_autocapturerule	Auto Capture Rule
msdyn_autocapturesettings	Auto Capture Settings
msdyncrm_basestyle	basestyle
bookableresource	Bookable Resource
bookableresourcebooking	Bookable Resource Booking
bookableresourcebookingheader	Bookable Resource Booking Header
msdyn_bookableresourcecapacityprofile	Bookable Resource Capacity Profile
bookableresourcecategory	Bookable Resource Category
bookableresourcecategoryassn	Bookable Resource Category Assn
bookableresourcecharacteristic	Bookable Resource Characteristic
bookableresourcegroup	Bookable Resource Group
bookingstatus	Booking Status
msdyn_ocbotchannelregistration	Bot Channel Registration
msdyn_ocbotchannelregistrationsecret	Bot Channel Registration Secret
msdynce_botcontent	BotContent
bulkarchiveconfig	BulkArchiveConfig
bulkarchivefailuredetail	BulkArchiveFailureDetail
bulkarchiveoperation	BulkArchiveOperation
bulkarchiveoperationdetail	BulkArchiveOperationDetail
msdyncrm_buttonstyle	Button style
campaign	Campaign
campaignactivity	Campaign Activity
campaignresponse	Campaign Response
canvasappextendedmetadata	CanvasApp Extended Metadata
msdyn_capacityprofile	Capacity Profile
card	Card
cascadegrantrevokeaccessrecordstracker	CascadeGrantRevokeAccessRecordsTracker
cascadegrantrevokeaccessversiontracker	CascadeGrantRevokeAccessVersionTracker
incident	Case
msdyn_caseenrichment	Case Enrichment
msdyn_casesuggestionrequestpayload	Case Suggestion Request Payload
msdyn_casetopic	Case Topic
msdyn_casetopic_incident	Case topic Incident mapping
msdyn_casetopicsetting	Case Topic Setting
msdyn_casetopicsummary	Case Topic Summary
catalog	Catalog
catalogassignment	Catalog Assignment
mspcat_catalogsubmissionfiles	Catalog Submission Files
msdynmkt_catalogeventstatusconfiguration	CatalogEventStatusConfiguration
msdyn_occhannelapimethodmapping	Channel api method mapping
msdyn_channelcapability	Channel Capability
msdyn_occhannelconfiguration	Channel Configuration
msdyn_channeldefinition	Channel Definition
msdyn_channeldefinitionconsent	Channel Definition Consent
msdyn_channeldefinitionlocale	Channel Definition Locale
msdyn_channelinstance	Channel Instance
msdyn_channelinstanceaccount	Channel Instance Account
msdyn_ciprovider	Channel Integration Framework v1.0 Provider
msdyn_channelprovider	Channel Integration Framework v2.0 Provider
msdyn_channelmessageattachment	Channel Message Attachment
msdyn_channelmessagecontextpart	Channel Message Context Part
msdyn_channelmessagepart	Channel Message Part
msdyn_occhannelstateconfiguration	Channel State Configuration
characteristic	Characteristic
msdyn_ocsitdskill	Characteristic mapping
bot	Chatbot
botcomponent	Chatbot subcomponent
msdyncrm_codestyle	Code style
msdyn_collabspaceteamassociation	Collab Space Team Association
msdyncrm_columnstyle	Column style
comment	Comment
competitor	Competitor
msdynmkt_configuration	Configuration
connection	Connection
connectioninstance	Connection Instance
connectionreference	Connection Reference
connector	Connector
msdyn_consumingapplication	Consuming Application
contact	Contact
msdyn_contactkpiitem	Contact KPI Item
msdyn_contactsuggestionrule	Contact suggestion rule
msdyn_contactsuggestionruleset	Contact suggestion ruleset
msdyncrm_contentblockstyle	Content Block
msdyn_ocliveworkitemcontextitem	Context item value
msdyn_ocliveworkstreamcontextvariable	Context variable
contract	Contract
msdyn_ocliveworkitem	Conversation
msdyn_conversationaction	Conversation Action
msdyn_conversationactionlocale	Conversation Action Locale
msdyn_ocliveworkitemcapacityprofile	Conversation Capacity profile
msdyn_ocliveworkitemcharacteristic	Conversation Characteristic
msdyn_conversationdata	Conversation Data (Deprecated)
msdyn_conversationmessageblock	Conversation Message Block
msdyn_ocliveworkitemsentiment	Conversation Sentiment
msdyn_conversationinsight	ConversationInsight
conversationtranscript	ConversationTranscript
msdyn_copilotinteraction	Copilot Interaction
msdyn_copilotinteractiondata	Copilot Interaction Data
msdyn_copilotsummarizationsetting	Copilot Summarization Setting
msdyn_copilottranscript	Copilot Transcript
msdyn_copilottranscriptdata	Copilot Transcript Data
msdyn_crmconnection	CRM Connection
msdyn_csadminconfig	CSAdminConfig
customapi	Custom API
customapirequestparameter	Custom API Request Parameter
customapiresponseproperty	Custom API Response Property
msdyn_customapirulesetconfiguration	Custom API Ruleset Configuration
msdyn_customcontrolextendedsettings	Custom Control Extended Setting
msdyn_customerasset	Customer Asset
msdyn_customerassetattachment	Customer Asset Attachment
msdyn_customerassetcategory	Customer Asset Category
msdyn_customeremailcommunication	Customer email communication
msdyn_dataanalyticsreport_csrmanager	Customer Service historical analytics
msdyn_cskeyvalueconfig	Customer Service Key Value Configuration
msfp_alert	Customer Voice alert
msfp_alertrule	Customer Voice alert rule
msfp_fileresponse	Customer Voice file response
msfp_localizedemailtemplate	Customer Voice localized survey email template
msfp_project	Customer Voice project
msfp_satisfactionmetric	Customer Voice satisfaction metric
msfp_survey	Customer Voice survey
msfp_emailtemplate	Customer Voice survey email template
msfp_surveyinvite	Customer Voice survey invite
msfp_question	Customer Voice survey question
msfp_questionresponse	Customer Voice survey question response
msfp_surveyreminder	Customer Voice survey reminder
msfp_surveyresponse	Customer Voice survey response
msfp_unsubscribedrecipient	Customer Voice unsubscribed recipient
msdyn_dailyaccountkpiitem	Daily Kpis for account
msdyn_dailycontactkpiitem	Daily kpis for contact
msdyn_dailyleadkpiitem	Daily kpis for lead
msdyn_dailyopportunitykpiitem	Daily kpis for Opportunity
msdyn_analyticsadminsettings	Data Analytics Admin Settings (Deprecated)
msdyn_dataanalyticsdataset	Data Analytics Dataset
msdyn_dataanalyticsreport	Data Analytics Report
msdyn_dataanalyticscustomizedreport	Data Analytics User Customized Report
msdyn_dataanalyticsworkspace	Data Analytics Workspace
msdyn_datahygienesettinginfo	Data Hygiene Setting Info
datalakefolder	Data Lake Folder
datalakefolderpermission	Data Lake Folder Permission
datalakeworkspace	Data Lake Workspace
datalakeworkspacepermission	Data Lake Workspace Permission
msdyn_dmsrequest	Data Movement Service Request
msdyn_dmsrequeststatus	Data Movement Service Request Status
dataprocessingconfiguration	Data Processing configuration
datasyncstate	Data Sync State
msdyn_databaseversion	Database Version
msdyn_dataflow	Dataflow
msdyn_dataflow_datalakefolder	Dataflow DatalakeFolder
msdyn_dataflowtemplate	Dataflow Template
msdyn_dataflowrefreshhistory	DataflowRefreshHistory
msdyn_dealmanagersettings	Deal manager settings
msdyn_dealmanageraccess	dealmanageraccess
msdyn_decisioncontract	Decision contract
msdyn_decisionruleset	Decision rule set
delegatedauthorization	DelegatedAuthorization
msdyn_deletedconversation	DeletedConversation
msdyn_entityconfig	Deprecated Workstream Entity Configuration
desktopflowbinary	Desktop Flow Binary
desktopflowmodule	Desktop Flow Module
msdyn_digitalsellingactivetask	DigitalSellingActiveTask
msdyn_digitalsellingcompletedtask	DigitalSellingCompletedTask
msdyn_distributedlock	Distributed Lock
msdyncrm_dividerstyle	Divider style
recommendeddocument	Document Suggestions
msdyn_duplicatedetectionpluginrun	Duplicate Detection Plugin Run
msdyn_duplicateleadmapping	Duplicate Lead Mapping
msdyn_effortpredictionresult	Effort estimate
msdyn_iermlmodel	Effort estimation model
msdyn_iermltraining	Effort model training details
email	Email
enablearchivalrequest	EnableArchivalRequest
entitlement	Entitlement
entitlementchannel	Entitlement Channel
entitlemententityallocationtypemapping	Entitlement Entity Allocation Type Mapping
entitlementtemplatechannel	Entitlement Template Channel
msdyn_entityroutingconfiguration	Entity
entityanalyticsconfig	Entity Analytics Config
msdyn_entityattachment	Entity Attachment
msdyn_entitylinkchatconfiguration	Entity link chat configuration
msdyn_cdsentityengagementctx	Entity Routing Context
msdyn_entityrankingrule	EntityRankingRule
entityrecordfilter	EntityRecordFilter
msdyn_entityrefreshhistory	EntityRefreshHistory
environmentvariabledefinition	Environment Variable Definition
environmentvariablevalue	Environment Variable Value
msdynmkt_eventparametermetadata	EventParameterMetadata
expiredprocess	Expired Process
exportedexcel	Exported Excel
exportsolutionupload	ExportSolutionUpload
msdyn_extendedusersetting	Extended User Setting
msdyn_ocexternalcontext	External context
msdyn_favoriteknowledgearticle	Favorite knowledge article
fax	Fax
featurecontrolsetting	FeatureControlSetting
msdyn_fileupload	File Upload
msdyn_wallsavedqueryusersettings	Filter
msdyn_ocflaggedspam	Flagged spam
flowmachine	Flow Machine
flowmachinegroup	Flow Machine Group
flowmachineimage	Flow Machine Image
flowmachineimageversion	Flow Machine Image Version
flowmachinenetwork	Flow Machine Network
flowsession	Flow Session
msdyn_flowcardtype	flowcardtype
msdyn_forecastinstance	Forecast
msdyn_dataanalyticsreport_forecast	Forecast (preview)
msdyn_forecastconfiguration	Forecast Configuration
msdyn_forecastdefinition	Forecast definition
msdyn_forecastpredictionstatus	Forecast Prediction Status
msdyn_forecastrecurrence	Forecast recurrence
msdyn_forecastsettingsandsummary	Forecast Summary and Setting
msdyn_forecastingcache	Forecasting Cache
msdyn_functionallocation	Functional Location
fxexpression	FxExpression
msdyn_gdprdata	GDPRData
msdyncrm_generalstyles	General styles
msdyn_oc_geolocationprovider	Geo Location Provider
goal	Goal
metric	Goal Metric
msdyn_helppage	Help Page
msdyn_icebreakersconfig	icebreakersconfig
msdyncrm_imagestyle	imagestyle
msdyn_inboxconfiguration	Inbox Configuration
msdynmkt_infobipchannelinstance	Infobip channel instance
msdynmkt_infobipchannelinstanceaccount	Infobip channel instance account
msdyn_salessuggestion	Insight
msdyn_datainsightsandanalyticsfeature	Insights
msdyn_insightsstorevirtualentity	Insights Store Virtual Entity
msdyn_integratedsearchprovider	Integrated search provider
internalcatalogassignment	Internal Catalog Assignment
invoice	Invoice
invoicedetail	Invoice Product
msdyn_iotalert	IoT Alert
msdyn_iottocaseprocess	IoT Alert to Case Process
msdyn_iotdevice	IoT Device
msdyn_iotdevicecategory	IoT Device Category
msdyn_iotdevicecommand	IoT Device Command
msdyn_iotdevicecommanddefinition	IoT Device Command Definition
msdyn_iotdevicedatahistory	IoT Device Data History
msdyn_iotdeviceproperty	IoT Device Property
msdyn_iotdeviceregistrationhistory	IoT Device Registration History
msdyn_iotdevicevisualizationconfiguration	IoT Device Visualization Configuration
msdyn_iotfieldmapping	IoT Field Mapping
msdyn_iotpropertydefinition	IoT Property Definition
msdyn_iotprovider	IoT Provider
msdyn_iotproviderinstance	IoT Provider Instance
msdyn_iotsettings	IoT Settings
msdyn_kbenrichment	KB Enrichment
msdyn_kbkeywordsdescsuggestionsetting	Keywords Description Suggestion Setting
msdyn_dataanalyticsreport_ksinsights	Knowledge analytics
knowledgearticle	Knowledge Article
msdyn_kbattachment	Knowledge Article Attachment
msdyn_knowledgearticleimage	Knowledge Article Image
knowledgearticleincident	Knowledge Article Incident
msdyn_kalanguagesetting	Knowledge article language setting
msdyn_knowledgearticletemplate	Knowledge Article Template
knowledgearticleviews	Knowledge Article Views
knowledgebaserecord	Knowledge Base Record
msdyn_knowledgeconfiguration	Knowledge Configuration
msdyn_federatedarticle	Knowledge Federated Article
msdyn_federatedarticleincident	Knowledge Federated Article Incident
msdyn_knowledgeinteractioninsight	Knowledge Interaction Insight
msdyn_knowledgemanagementsetting	Knowledge Management Setting
msdyn_kmpersonalizationsetting	Knowledge personalization
msdyn_knowledgesearchfilter	Knowledge search filter
msdyn_knowledgesearchinsight	Knowledge Search Insight
msdyn_knowledgepersonalfilter	Knowledge search personal filter config
msdyn_kpieventdata	KPI Event Data
msdyn_kpieventdefinition	KPI Event Definition
msdyn_oclanguage	Language
msdyncrm_layoutstyle	Layout Style
lead	Lead
msdyn_leadhygienesetting	Lead Hygiene Setting
msdyn_leadkpiitem	Lead KPI Item
leadtoopportunitysalesprocess	Lead To Opportunity Sales Process
msdyn_leadmodelconfig	LeadModelConfig
letter	Letter
msdynmkt_linkmobilitychannelinstance	Link mobility channel instance
msdynmkt_linkmobilitychannelinstanceaccount	Link mobility channel instance account
msdyn_linkedentityattributevalidity	Linked Entity Attribute Validity
listoperation	List Operation
msdyn_liveworkitemevent	Live work item event
msdyn_ocliveworkitemparticipant	Live Work Item Participant (Deprecated)
msdyn_oclocalizationdata	Localization
msdyn_productivitymacroactiontemplate	Macro Action Template
msdyn_productivitymacroconnector	Macro Connector
msdyn_macrosession	Macro Run History
msdyn_productivitymacrosolutionconfiguration	Macro Solution Configuration
mailbox	Mailbox
mailboxstatistics	Mailbox Statistics
msdynmkt_featureconfiguration	Marketing feature configuration
marketingformdisplayattributes	Marketing Form Display Attributes
list	Marketing List
msdyn_maskingrule	Masking Rule
msdyn_masterentityroutingconfiguration	Master Entity Routing Configuration
msdyn_ocsystemmessage	Message
msdynmkt_metadataentityrelationship	Metadata Entity Relationship
msdynmkt_metadataitem	Metadata Item
msdynmkt_metadatastorestate	Metadata Store State
metadataforarchival	MetadataForArchival
msdyn_orgchartnode	Microsoft Orgchart node entity
msdyn_teamschatassociation	Microsoft Teams chat association entity
msdyn_teamschatsuggestion	Microsoft Teams chat suggestion
msdyn_teamscollaboration	Microsoft Teams Collaboration entity
msdyn_collabgraphresource	Microsoft Teams Graph resource Entity
msdyn_migrationtracker	Migration tracker
msdyn_mobileapp	Mobile App
mobileofflineprofileextension	MobileOfflineProfileExtension
mobileofflineprofileitemfilter	MobileOfflineProfileItemFilter
msdynmkt_mocksmsproviderchannelinstance	MockSmsProvider channel instance
msdynmkt_mocksmsproviderchannelinstanceaccount	MockSmsProvider channel instance account
msdyn_ocsimltraining	Model training details
appmodulecomponentnode	Model-Driven App Component Node
appmodulecomponentedge	Model-Driven App Component Node's Edge
appelement	Model-Driven App Element
appsetting	Model-Driven App Setting
appusersetting	Model-Driven App User Setting
msdyn_modelpreviewstatus	ModelPreviewStatus
msdyn_mostcontacted	Most Contacted
msdyn_mostcontactedby	Most Contacted By
msgraphresourcetosubscription	Ms Graph Resource To Subscription
msdyn_defextendedchannelinstance	msdyn_DefExtendedChannelInstance
msdyn_defextendedchannelinstanceaccount	msdyn_DefExtendedChannelInstanceAccount
msdyn_msteamssetting	msdyn_msteamssetting
msdyn_msteamssettingsv2	msdyn_msteamssettingsv2
msdyn_relationshipinsightsunifiedconfig	msdyn_relationshipinsightsunifiedconfig
msdyn_vivaentitysetting	msdyn_vivaentitysetting
msdyn_vivaorgsetting	msdyn_vivaorgsetting
msdyn_vivausersetting	msdyn_vivausersetting
msdynmkt_experimentv2	msdynmkt_experimentv2
newprocess	New Process
msdyn_notesanalysisconfig	Notes analysis Config
msdyn_notificationfield	Notification Field
msdyn_consoleapplicationnotificationfield	Notification Field (Deprecated)
msdyn_notificationtemplate	Notification Template
msdyn_consoleapplicationnotificationtemplate	Notification Template (Deprecated)
msdyn_ocpaymentprofile	OC Payment Profile
officegraphdocument	Office Graph Document
msdyn_occhannelapiconversationprivilege	Omnichannel channel api conversation privilege
msdyn_occhannelapimessageprivilege	Omnichannel channel api message privilege
msdyn_omnichannelconfiguration	Omnichannel Configuration
msdyn_omnichannelpersonalization	Omnichannel Personalization
msdyn_omnichannelqueue	Omnichannel Queue (Deprecated)
msdyn_ocrequest	Omnichannel Request
msdyn_omnichannelsyncconfig	Omnichannel Sync Config
msdyn_liveconversation	Ongoing conversation (Deprecated)
msdyn_operatinghour	Operating Hour
opportunity	Opportunity
msdyn_opportunitykpiitem	Opportunity KPI Item
opportunityproduct	Opportunity Product
opportunitysalesprocess	Opportunity Sales Process
msdyn_opportunitymodelconfig	OpportunityModelConfig
salesorder	Order
salesorderdetail	Order Product
msdyn_salescopilotorgsettings	Org level settings for Sales Copilot apps
organizationsetting	Organization Setting
organizationdatasyncfnostate	OrganizationDataSyncFnoState
organizationdatasyncstate	OrganizationDataSyncState
organizationdatasyncsubscription	OrganizationDataSyncSubscription
organizationdatasyncsubscriptionentity	OrganizationDataSyncSubscriptionEntity
organizationdatasyncsubscriptionfnotable	OrganizationDataSyncSubscriptionFnoTable
msdyn_overflowactionconfig	Overflow Action Config
package	Package
mspcat_packagestore	Package Submission Store
msdyn_panetabconfiguration	Pane tab configuration
msdyn_panetoolconfiguration	Pane tool configuration
msdyn_consoleapplicationtemplateparameter	Parameter (Deprecated)
msdyn_productivityparameterdefinition	Parameter definition
pdfsetting	PDF Setting
msdyn_personasecurityrolemapping	Persona Security Role Mapping
msdyn_personalmessage	Personal quick reply
msdyn_personalsoundsetting	Personal sound setting
phonecall	Phone Call
phonetocaseprocess	Phone To Case Process
msdyn_playbookinstance	Playbook
msdyn_playbookactivity	Playbook activity
msdyn_playbookactivityattribute	Playbook activity attribute
msdyn_callablecontext	Playbook Callable Context
msdyn_playbookcategory	Playbook category
msdyn_playbooktemplate	Playbook template
pluginpackage	Plugin Package
msdyn_pmanalysishistory	PM Analysis History
msdyn_pmcalendar	PM Calendar
msdyn_pmcalendarversion	PM Calendar Version
msdyn_pminferredtask	PM Inferred Task
msdyn_pmprocessextendedmetadataversion	PM Process Extended Metadata Version
msdyn_pmprocesstemplate	PM Process Template
msdyn_pmprocessusersettings	PM Process User Settings
msdyn_pmprocessversion	PM Process Version
msdyn_pmrecording	PM Recording
msdyn_pmtemplate	PM Template
msdyn_pmview	PM View
position	Position
msdyn_postconfig	Post Configuration
msdyn_postruleconfig	Post Rule Configuration
msdyn_analytics	Power BI Configuration
powerbidataset	Power BI Dataset
powerbimashupparameter	Power BI Mashup Parameter
powerbireport	Power BI Report
powerbidatasetapdx	powerbidatasetapdx
powerbireportapdx	powerbireportapdx
powerfxrule	PowerfxRule
msdynmkt_predefinedplaceholder	Predefined Placeholder
msdyn_predictioncomputationoperation	Prediction Computation Operation
msdyn_predictionmodelstatus	Prediction Model Status
msdyn_predictionscheduledoperation	Prediction Scheduled Operation
msdyn_predictivemodelscore	Predictive Model Score
msdyn_predictivescore	Predictive Score
msdyn_preferredagent	Preferred Agent
msdyn_preferredagentcustomeridentity	Preferred Agent Customer Identity
msdyn_preferredagentroutedentity	Preferred Agent Routed Entity
msdyn_presence	Presence
pricelevel	Price List
principalentitybusinessunitmap	PrincipalEntityBusinessUnitMap
privilegesremovalsetting	Privileges Removal Setting
workflowlog	Process Log
processstageparameter	ProcessStageParameter
product	Product
productassociation	Product Association
productsubstitute	Product Relationship
msdyn_paneconfiguration	Productivity pane configuration
msdyn_postalbum	Profile Album
msdyn_propertyassetassociation	Property Asset Association
msdyn_property	Property Definition
msdyn_propertylog	Property Log
msdyn_propertytemplateassociation	Property Template Association
msdyn_provider	Provider
msdyn_ocprovisioningstate	Provisioning State
provisionlanguageforuser	ProvisionLanguageForUser
msdyncrm_qrcodestyle	QR code style
queueitem	Queue Item
bulkoperation	Quick Campaign
msdyn_cannedmessage	Quick reply
quote	Quote
quotedetail	Quote Product
ratingmodel	Rating Model
ratingvalue	Rating Value
msdyn_readtrackingenabledinfo	Read tracking enabled information
msdyn_realtimescoring	Real Time Scoring
msdyn_realtimescoringoperation	Real Time Scoring Operation
msdyn_recomputetracker	Recompute Tracker
reconciliationentityinfo	ReconciliationEntityInfo
reconciliationinfo	ReconciliationInfo
recordfilter	Record Filter
msdyn_ocrecording	Recording
msdyn_recording	Recording
recurringappointmentmaster	Recurring Appointment
msdyn_recurringsalesaction	Recurring Sales Action
msdyn_activityanalysisconfig	Relationship Analytics Config
msdyn_relationshipanalyticsmetadata	Relationship Analytics Metadata
report	Report
msdyn_reportbookmark	Report Bookmark
retaineddataexcel	RetainedData Excel
retentioncleanupinfo	RetentionCleanupInfo
retentioncleanupoperation	RetentionCleanupOperation
retentionconfig	RetentionConfig
retentionfailuredetail	RetentionFailureDetail
retentionoperation	RetentionOperation
retentionoperationdetail	RetentionOperationDetail
revokeinheritedaccessrecordstracker	RevokeInheritedAccessRecordsTracker
msdyn_ocrichobject	Rich message
msdyn_ocrichobjectmap	Rich message map
msdyn_richtextfile	Rich Text Attachment
roleeditorlayout	RoleEditorLayout
goalrollupquery	Rollup Query
msdyn_routingconfiguration	Routing configuration
msdyn_routingconfigurationstep	Routing configuration step
msdyn_unifiedroutingrun	Routing diagnostic
msdyn_unifiedroutingdiagnostic	Routing diagnostic item
msdyn_routingrulesetsetting	Routing Rule Set Setting
msdyn_routingrequest	RoutingRequest
msdyn_ocruleitem	Rule Item
msdyn_rulesetdependencymapping	Rulesetentitymapping
msdyn_sabackupdiagnostic	sabackupdiagnostic
msdyn_sabatchruninstance	SABatchRunInstance
msdyn_salesaccelerationinsight	Sales acceleration insights
msdyn_salesaccelerationsettings	Sales Acceleration settings
msdyn_salesassignmentsetting	Sales Assignment Setting
salesliterature	Sales Literature
msdyn_serviceoneprovisioningrequest	Sales provisioning request
msdyn_salesroutingrun	Sales routing run
msdyn_salestag	Sales Tag
msdyn_usagereporting	Sales usage reporting
msdyn_dataanalyticsreport_sutreporting	Sales usage telemetry reports
msdyn_salesinsightssettings	salesinsightssettings
msdyn_salesocmessage	SalesOmnichannel Message
msdyn_salesroutingdiagnostic	salesroutingdiagnostic
msdyn_saruninstance	SARunInstance
msdyn_schedule	Schedule
msdyn_searchconfiguration	Search Configuration
msdyn_kmfederatedsearchconfig	Search provider
searchattributesettings	SearchAttributeSettings
searchcustomanalyzer	SearchCustomAnalyzer
searchrelationshipsettings	SearchRelationshipSettings
msdyn_segment	Segment
msdyn_segmentattribute	segmentattribute
msdyn_segmentationsetting	segmentsetting
msdyn_segmentcatalogue	SegmentsUtil
msdyn_visitorjourney	Self service
msdyn_sentimentanalysis	Sentiment analysis
msdyn_ocsentimentdailytopic	Sentiment daily topic
msdyn_ocsentimentdailytopickeyword	Sentiment daily topic keyword
msdyn_ocsentimentdailytopictrending	Sentiment daily topic trending
msdyn_sequence	Sequence
msdyn_sequencestat	Sequence Stat
msdyn_sequencetarget	Sequence Target
msdyn_sequencetargetstep	Sequence Target Step
msdyn_sequencetemplate	Sequence Template
service	Service
serviceappointment	Service Activity
msdyn_serviceconfiguration	Service Configuration
serviceplan	Service Plan
serviceplanmapping	Service Plan Mapping
msdyn_ocsession	Session
msdyn_ocsessioncharacteristic	Session Characteristic
msdyn_sessiondata	Session Data (Deprecated)
msdyn_sessionevent	Session event
msdyn_sessionparticipant	Session participant
msdyn_sessionparticipantdata	Session Participant Data (Deprecated)
msdyn_ocsessionparticipantevent	Session Participant Event
msdyn_ocsessionsentiment	Session Sentiment
msdyn_sessiontemplate	Session Template
msdyn_consoleapplicationsessiontemplate	Session Templates (Deprecated)
settingdefinition	Setting Definition
msdyn_shareasconfiguration	ShareAs Configuration
sharedlinksetting	Shared Link Setting
sharedobject	Shared Object
sharedworkspace	Shared Workspace
sharedworkspacepool	Shared Workspace Pool
msdyn_sikeyvalueconfig	SI Key Value Config
msdyn_siconfig	siconfig
msdyn_similarentitiesfeatureimportance	Similar entities feature importance
msdyn_skillattachmentruleitem	Skill Attachment Rule
msdyn_ocskillidentmlmodel	Skill finder model
msdyn_slakpi	SLA KPI
slakpiinstance	SLA KPI Instance
msdyn_smartassistconfig	Smartassist configuration
socialactivity	Social Activity
socialprofile	Social Profile
solutioncomponentattributeconfiguration	Solution Component Attribute Configuration
solutioncomponentbatchconfiguration	Solution Component Batch Configuration
solutioncomponentconfiguration	Solution Component Configuration
solutioncomponentrelationshipconfiguration	Solution Component Relationship Configuration
msdyn_solutionhealthrule	Solution Health Rule
msdyn_solutionhealthruleargument	Solution Health Rule Argument
msdyn_solutionhealthruleset	Solution Health Rule Set
msdyn_soundnotificationsetting	Sound notification setting
stagedentity	Staged Entity
stagedentityattribute	Staged Entity Attribute
stagesolutionupload	StageSolutionUpload
msdyn_submodeldefinition	Submodel Definition
msdyn_suggestionassignmentrule	Suggestion Assignment Rule
msdyn_suggestioninteraction	Suggestion Interaction
msdyn_suggestionprincipalobjectaccess	Suggestion Principal Object Access
msdyn_suggestionrequestpayload	Suggestion request payload
msdyn_suggestionsellerpriority	Suggestion Seller Priority
msdyn_suggestionsmodelsummary	Suggestions Model Summary
msdyn_suggestionssetting	Suggestions Setting
supportusertable	SupportUserTable
msdyn_swarm	Swarm
msdyn_swarmparticipant	Swarm participant
msdyn_swarmparticipantrule	Swarm participant rule
msdyn_swarmrole	Swarm role
msdyn_swarmskill	Swarm skill
msdyn_swarmtemplate	Swarm template
synapsedatabase	Synapse Database
synapselinkexternaltablestate	Synapse Link External Table State
synapselinkprofile	Synapse Link Profile
synapselinkprofileentity	Synapse Link Profile Entity
synapselinkprofileentitystate	Synapse Link Profile Entity State
synapselinkschedule	Synapse Link Schedule
systemuserauthorizationchangetracker	SystemUserAuthorizationChangeTracker
msdyn_octag	Tag
msdyn_taggedrecord	Tagged Record
task	Task
tdsmetadata	TdsMetadata
team	Team
teammobileofflineprofilemembership	TeamMobileOfflineProfileMembership
chat	Teams chat
msdyn_aicontactsuggestion	Teams Contact Suggestion by AI
msdyn_teamsdialeradminsettings	Teams Dialer Admin settings
msdynmkt_telesignchannelinstance	TeleSign channel instance
msdynmkt_telesignchannelinstanceaccount	TeleSign channel instance account
msdyn_templateforproperties	Template For Properties
msdyn_templateparameter	Template Parameter
msdyn_templatetags	Template Tag (Deprecated)
territory	Territory
msdyn_salesocsmstemplate	Text message template
msdyncrm_textstyle	Text style
msdyn_timespent	Time spent in BPF
msdyn_tour	Tour
tracelog	Trace
msdyn_ocsitdimportconfig	Training data import configuration
msdyn_ocsitrainingdata	Training record
msdyn_trainingresult	Training Result
msdyn_transcript	Transcript
translationprocess	Translation Process
msdynmkt_eventmetadata	Trigger
msdynmkt_eventmetadata_sdkmessageprocessingstep	Triggers To Sdk Message Processing Steps
msdynmkt_twiliochannelinstance	Twilio channel instance
msdynmkt_twiliochannelinstanceaccount	Twilio channel instance account
msdyn_unifiedroutingsetuptracker	Unified Routing Setup Tracker
uomschedule	Unit Group
msdyn_untrackedappointment	UntrackedAppointment
msdyn_upgraderun	Upgrade Run
msdyn_upgradestep	Upgrade Step
msdyn_upgradeversion	Upgrade Version
msdyn_urnotificationtemplate	UR notification template
msdyn_urnotificationtemplatemapping	UR Notification Template Mapping
msdyn_usagemetric	Usage Metric
systemuser	User
userrating	User Rating
msdyn_usersetting	User settings
usermobileofflineprofilemembership	UserMobileOfflineProfileMembership
msdyncrm_videostyle	Video style
virtualentitymetadata	Virtual Entity Metadata
msdyn_virtualtablecolumncandidate	Virtual Table Column Candidate
msdyn_vivacustomerlist	Viva Sales customer list
msdyn_wallsavedquery	Wall View
msdyn_wkwcolleaguesforcompany	wkwcolleaguesforcompany
msdyn_wkwcolleaguesforcontact	wkwcolleaguesforcontact
msdyn_wkwconfig	wkwconfig
msdyn_workqueueusersetting	Work list user setting
msdyn_worklistviewconfiguration	Work List View Configuration
workqueue	Work Queue
workqueueitem	Work Queue Item
msdyn_workqueuestate	Work Queue Record State
msdyn_liveworkstream	Work Stream
msdyn_liveworkstreamcapacityprofile	Work stream capacity profile
msdyn_workflowactionstatus	Workflow Action Status
workflowbinary	Workflow Binary

Connection

text

account_connections1
account_connections2
activitypointer_connections1
activitypointer_connections2
appointment_connections1
appointment_connections2
business_unit_connections
campaign_connections1
campaign_connections2
campaignactivity_connections1
campaignactivity_connections2
competitor_connections1
competitor_connections2
connection_related_connection
connection_role_connections1
connection_role_connections2
constraintbasedgroup_connections1
constraintbasedgroup_connections2
contact_connections1
contact_connections2
contract_connections1
contract_connections2
createdby_connection
email_connections1
email_connections2
entitlement_connections1
entitlement_connections2
entitlementchannel_connections1
entitlementchannel_connections2
entitlementtemplatechannel_connections1
entitlementtemplatechannel_connections2
equipment_connections1
equipment_connections2
fax_connections1
fax_connections2
goal_connections1
goal_connections2
incident_connections1
incident_connections2
invoice_connections1
invoice_connections2
knowledgearticle_connections1
knowledgearticle_connections2
KnowledgeBaseRecord_connections1
KnowledgeBaseRecord_connections2
lead_connections1
lead_connections2
letter_connections1
letter_connections2
list_connections1
list_connections2
lk_connectionbase_createdonbehalfby
lk_connectionbase_modifiedonbehalfby
modifiedby_connection
msdyn_postalbum_connections1
msdyn_postalbum_connections2
opportunity_connections1
opportunity_connections2
phonecall_connections1
phonecall_connections2
position_connection1
position_connection2
pricelevel_connections1
pricelevel_connections2
processsession_connections1
processsession_connections2
product_connections1
product_connections2
quote_connections1
quote_connections2
recurringappointmentmaster_connections1
recurringappointmentmaster_connections2
resourcegroup_connections1
resourcegroup_connections2
salesorder_connections1
salesorder_connections2
serviceappointment_connections1
serviceappointment_connections2
socialactivity_connections1
socialactivity_connections2
socialprofile_connections1
socialprofile_connections2
systemuser_connections1
systemuser_connections2
task_connections1
task_connections2
team_connections1
team_connections2
territory_connections1
territory_connections2
TransactionCurrency_Connection

text

KnowledgeBaseRecord
account
activitypointer
appointment
campaign
campaignactivity
competitor
connection_role
constraintbasedgroup
contact
contract
email
entitlement
entitlementchannel
entitlementtemplatechannel
equipment
fax
goal
incident
invoice
knowledgearticle
lead
letter
list
msdyn_postalbum
opportunity
phonecall
position
pricelevel
processsession
product
quote
recurringappointmentmaster
resourcegroup
salesorder
serviceappointment
socialactivity
socialprofile
systemuser
task
team
territory

text

KnowledgeBaseRecord - 知识库文章记录
Account - 客户账户
ActivityPointer - 活动指针
Appointment - 约会
Business_unit_connections - 业务单元连接
Campaign - 活动
CampaignActivity - 活动动作
Competitor - 竞争对手
Connection - 连接
ConnectionRole - 连接角色
ConstraintBasedGroup - 基于约束的组
Contact - 联系人
Contract - 合同
CreatedBy_Connection - 创建者连接
Email - 电子邮件
Entitlement - 权益
EntitlementChannel - 权益频道
EntitlementTemplateChannel - 权益模板频道
Equipment - 设备
Fax - 传真
Goal - 目标
Incident - 事件
Invoice - 发票
KnowledgeArticle - 知识文章
Lead - 线索
Letter - 信件
List - 列表
ModifiedBy_Connection - 修改者连接
Opportunity - 商机
PhoneCall - 电话通话
Position - 职位
PriceLevel - 价格层级
ProcessSession - 流程会话
Product - 产品
Quote - 报价
RecurringAppointmentMaster - 定期约会主记录
ResourceGroup - 资源组
SalesOrder - 销售订单
ServiceAppointment - 服务约会
SocialActivity - 社交活动
SocialProfile - 社交配置文件
SystemUser - 系统用户
Task - 任务
Team - 团队
Territory - 区域

Workflow

Workflow=Process
- activestageid
- Process变种
  - PhoneToCaseProcess
  - LeadToOpportunitySalesProcess
  - OpportunitySalesProcess
  - TranslationProcess
  - NewProcess
  - ExpiredProcess
Workflow -> NewProcess - 创建实例
ProcessStage
- 关联
  - account
  - appointments
  - BookableResource
  - BookableResourceBooking
  - BookableResourceBookingHeader
  - BookableResourceCharacteristic
  - campaignactivities
  - campaignresponses
  - campaigns
  - competitors
  - contact
  - emails
  - Entitlement
  - faxes
  - incident
  - invoices
  - knowledgearticle
  - lead
  - letters
  - lists
  - opportunity
  - phonecalls
  - productpricelevels
  - products
  - quotes
  - recurringappointmentmasters
  - salesliteratures
  - salesorders
  - SyncErrors
  - systemusers
  - tasks
  - teams
ProcessSession
- Dialog

Service Solution

dynamics.microsoft.com/en-us/service-solution

Microsoft Dynamics 365

Entity

Customer Engagement

Access

Customer Service Hub

Sales Hub

State vs Status

One Contact to Multi Account

Records

Connection

Workflow

Service Solution

关联信息

参考资料