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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
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

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

logicalnametitle
msdyn_analyticsforcsDynamics Customer Service Analytics
accountAccount
msdyn_accountkpiitemAccount KPI Item
msdyn_actioncardregardingAction Card Regarding
msdyn_actioncardrolesettingAction Card Role Setting
msdyn_productivityactioninputparameterAction Input Parameter
msdyn_productivityactionoutputparameterAction Output Parameter
activitypointerActivity
msdyn_activityanalysiscleanupstateActivity Analysis CleanUp State
activityfileattachmentActivity File Attachment
activitymonitorActivity monitor
msdyn_adaptivecardconfigurationAdaptive Card Configuration
msdyncrm_addtocalendarstyleAddToCalendar style
adminsettingsentityadmin_settings_entity
msdyn_adminappstateAdminAppState
msdyn_agentcapacityprofileunitAgent Capacity Profile Unit
msdyn_agentcapacityupdatehistoryAgent capacity update history
msdyn_agentcopilotsettingAgent Copilot Setting
msdyn_agentresourceforecastingAgent Resource Forecasting
msdyn_productivityagentscriptAgent script
msdyn_productivityagentscriptstepAgent script step
msdyn_agentstatusAgent Status
msdyn_agentstatushistoryAgent Status history
msdyn_aibdatasetAI Builder Dataset
msdyn_aibdatasetfileAI Builder Dataset File
msdyn_aibdatasetrecordAI Builder Dataset Record
msdyn_aibdatasetscontainerAI Builder Datasets Container
msdyn_aibfeedbackloopAI Builder Feedback Loop
msdyn_aibfileAI Builder File
msdyn_aibfileattacheddataAI Builder File Attached Data
msdyn_aiconfigurationAI Configuration
msdyn_aieventAI Event
msdyn_aifptrainingdocumentAI Form Processing Document
msdyn_aimodelAI Model
msdyn_aiodtrainingboundingboxAI Object Detection Bounding Box
msdyn_aiodimageAI Object Detection Image
msdyn_aiodtrainingimageAI Object Detection Image Mapping
msdyn_aiodlabelAI Object Detection Label
msdyn_aitemplateAI Template
msdyn_analysiscomponentAnalysis Component
msdyn_analysisjobAnalysis Job
msdyn_analysisoverrideAnalysis Override
msdyn_analysisresultAnalysis Result
msdyn_analysisresultdetailAnalysis Result Detail
appactionApp Action
appactionmigrationApp Action Migration
appactionruleApp Action Rule
msdyn_appinsightsmetadataApp Insights Metadata
msdyn_consoleappparameterdefinitionApp Parameter Definition (Deprecated)
msdyn_appconfigurationApp profile
msdyn_appprofilerolemappingApp profile role mapping
msdyn_appstateApp state
msdyn_applicationextensionApplication Extension
msdyn_applicationtabtemplateApplication Tab Template
msdyn_consoleapplicationtemplateApplication Tab Template (Deprecated)
msdyn_consoleapplicationtypeApplication Type (Deprecated)
applicationuserApplicationUser
appointmentAppointment
archivecleanupinfoArchiveCleanupInfo
archivecleanupoperationArchiveCleanupOperation
kbarticleArticle
msdyn_assetcategorytemplateassociationAsset Category Template Association
msdyn_assettemplateassociationAsset Template Association
msdyn_assignmentconfigurationAssignment Configuration
msdyn_assignmentconfigurationstepAssignment Configuration Step
msdyn_assignmentmapAssignment Map
msdyn_assignmentruleAssignment Rule
msdyn_skillattachmenttargetAttach Skill
msdyn_attributeAttribute
msdyn_attributeinfluencestatisticsAttribute Influence Statistics
msdyn_attributevalueAttribute Value
msdyn_soundfileAudio File
msdyn_authsettingsentryAuth Settings Entry
msdyn_authenticationsettingsAuthentication Settings
msdyn_ocautoblockruleAuto block rule
msdyn_autocaptureruleAuto Capture Rule
msdyn_autocapturesettingsAuto Capture Settings
msdyncrm_basestylebasestyle
bookableresourceBookable Resource
bookableresourcebookingBookable Resource Booking
bookableresourcebookingheaderBookable Resource Booking Header
msdyn_bookableresourcecapacityprofileBookable Resource Capacity Profile
bookableresourcecategoryBookable Resource Category
bookableresourcecategoryassnBookable Resource Category Assn
bookableresourcecharacteristicBookable Resource Characteristic
bookableresourcegroupBookable Resource Group
bookingstatusBooking Status
msdyn_ocbotchannelregistrationBot Channel Registration
msdyn_ocbotchannelregistrationsecretBot Channel Registration Secret
msdynce_botcontentBotContent
bulkarchiveconfigBulkArchiveConfig
bulkarchivefailuredetailBulkArchiveFailureDetail
bulkarchiveoperationBulkArchiveOperation
bulkarchiveoperationdetailBulkArchiveOperationDetail
msdyncrm_buttonstyleButton style
campaignCampaign
campaignactivityCampaign Activity
campaignresponseCampaign Response
canvasappextendedmetadataCanvasApp Extended Metadata
msdyn_capacityprofileCapacity Profile
cardCard
cascadegrantrevokeaccessrecordstrackerCascadeGrantRevokeAccessRecordsTracker
cascadegrantrevokeaccessversiontrackerCascadeGrantRevokeAccessVersionTracker
incidentCase
msdyn_caseenrichmentCase Enrichment
msdyn_casesuggestionrequestpayloadCase Suggestion Request Payload
msdyn_casetopicCase Topic
msdyn_casetopic_incidentCase topic Incident mapping
msdyn_casetopicsettingCase Topic Setting
msdyn_casetopicsummaryCase Topic Summary
catalogCatalog
catalogassignmentCatalog Assignment
mspcat_catalogsubmissionfilesCatalog Submission Files
msdynmkt_catalogeventstatusconfigurationCatalogEventStatusConfiguration
msdyn_occhannelapimethodmappingChannel api method mapping
msdyn_channelcapabilityChannel Capability
msdyn_occhannelconfigurationChannel Configuration
msdyn_channeldefinitionChannel Definition
msdyn_channeldefinitionconsentChannel Definition Consent
msdyn_channeldefinitionlocaleChannel Definition Locale
msdyn_channelinstanceChannel Instance
msdyn_channelinstanceaccountChannel Instance Account
msdyn_ciproviderChannel Integration Framework v1.0 Provider
msdyn_channelproviderChannel Integration Framework v2.0 Provider
msdyn_channelmessageattachmentChannel Message Attachment
msdyn_channelmessagecontextpartChannel Message Context Part
msdyn_channelmessagepartChannel Message Part
msdyn_occhannelstateconfigurationChannel State Configuration
characteristicCharacteristic
msdyn_ocsitdskillCharacteristic mapping
botChatbot
botcomponentChatbot subcomponent
msdyncrm_codestyleCode style
msdyn_collabspaceteamassociationCollab Space Team Association
msdyncrm_columnstyleColumn style
commentComment
competitorCompetitor
msdynmkt_configurationConfiguration
connectionConnection
connectioninstanceConnection Instance
connectionreferenceConnection Reference
connectorConnector
msdyn_consumingapplicationConsuming Application
contactContact
msdyn_contactkpiitemContact KPI Item
msdyn_contactsuggestionruleContact suggestion rule
msdyn_contactsuggestionrulesetContact suggestion ruleset
msdyncrm_contentblockstyleContent Block
msdyn_ocliveworkitemcontextitemContext item value
msdyn_ocliveworkstreamcontextvariableContext variable
contractContract
msdyn_ocliveworkitemConversation
msdyn_conversationactionConversation Action
msdyn_conversationactionlocaleConversation Action Locale
msdyn_ocliveworkitemcapacityprofileConversation Capacity profile
msdyn_ocliveworkitemcharacteristicConversation Characteristic
msdyn_conversationdataConversation Data (Deprecated)
msdyn_conversationmessageblockConversation Message Block
msdyn_ocliveworkitemsentimentConversation Sentiment
msdyn_conversationinsightConversationInsight
conversationtranscriptConversationTranscript
msdyn_copilotinteractionCopilot Interaction
msdyn_copilotinteractiondataCopilot Interaction Data
msdyn_copilotsummarizationsettingCopilot Summarization Setting
msdyn_copilottranscriptCopilot Transcript
msdyn_copilottranscriptdataCopilot Transcript Data
msdyn_crmconnectionCRM Connection
msdyn_csadminconfigCSAdminConfig
customapiCustom API
customapirequestparameterCustom API Request Parameter
customapiresponsepropertyCustom API Response Property
msdyn_customapirulesetconfigurationCustom API Ruleset Configuration
msdyn_customcontrolextendedsettingsCustom Control Extended Setting
msdyn_customerassetCustomer Asset
msdyn_customerassetattachmentCustomer Asset Attachment
msdyn_customerassetcategoryCustomer Asset Category
msdyn_customeremailcommunicationCustomer email communication
msdyn_dataanalyticsreport_csrmanagerCustomer Service historical analytics
msdyn_cskeyvalueconfigCustomer Service Key Value Configuration
msfp_alertCustomer Voice alert
msfp_alertruleCustomer Voice alert rule
msfp_fileresponseCustomer Voice file response
msfp_localizedemailtemplateCustomer Voice localized survey email template
msfp_projectCustomer Voice project
msfp_satisfactionmetricCustomer Voice satisfaction metric
msfp_surveyCustomer Voice survey
msfp_emailtemplateCustomer Voice survey email template
msfp_surveyinviteCustomer Voice survey invite
msfp_questionCustomer Voice survey question
msfp_questionresponseCustomer Voice survey question response
msfp_surveyreminderCustomer Voice survey reminder
msfp_surveyresponseCustomer Voice survey response
msfp_unsubscribedrecipientCustomer Voice unsubscribed recipient
msdyn_dailyaccountkpiitemDaily Kpis for account
msdyn_dailycontactkpiitemDaily kpis for contact
msdyn_dailyleadkpiitemDaily kpis for lead
msdyn_dailyopportunitykpiitemDaily kpis for Opportunity
msdyn_analyticsadminsettingsData Analytics Admin Settings (Deprecated)
msdyn_dataanalyticsdatasetData Analytics Dataset
msdyn_dataanalyticsreportData Analytics Report
msdyn_dataanalyticscustomizedreportData Analytics User Customized Report
msdyn_dataanalyticsworkspaceData Analytics Workspace
msdyn_datahygienesettinginfoData Hygiene Setting Info
datalakefolderData Lake Folder
datalakefolderpermissionData Lake Folder Permission
datalakeworkspaceData Lake Workspace
datalakeworkspacepermissionData Lake Workspace Permission
msdyn_dmsrequestData Movement Service Request
msdyn_dmsrequeststatusData Movement Service Request Status
dataprocessingconfigurationData Processing configuration
datasyncstateData Sync State
msdyn_databaseversionDatabase Version
msdyn_dataflowDataflow
msdyn_dataflow_datalakefolderDataflow DatalakeFolder
msdyn_dataflowtemplateDataflow Template
msdyn_dataflowrefreshhistoryDataflowRefreshHistory
msdyn_dealmanagersettingsDeal manager settings
msdyn_dealmanageraccessdealmanageraccess
msdyn_decisioncontractDecision contract
msdyn_decisionrulesetDecision rule set
delegatedauthorizationDelegatedAuthorization
msdyn_deletedconversationDeletedConversation
msdyn_entityconfigDeprecated Workstream Entity Configuration
desktopflowbinaryDesktop Flow Binary
desktopflowmoduleDesktop Flow Module
msdyn_digitalsellingactivetaskDigitalSellingActiveTask
msdyn_digitalsellingcompletedtaskDigitalSellingCompletedTask
msdyn_distributedlockDistributed Lock
msdyncrm_dividerstyleDivider style
recommendeddocumentDocument Suggestions
msdyn_duplicatedetectionpluginrunDuplicate Detection Plugin Run
msdyn_duplicateleadmappingDuplicate Lead Mapping
msdyn_effortpredictionresultEffort estimate
msdyn_iermlmodelEffort estimation model
msdyn_iermltrainingEffort model training details
emailEmail
enablearchivalrequestEnableArchivalRequest
entitlementEntitlement
entitlementchannelEntitlement Channel
entitlemententityallocationtypemappingEntitlement Entity Allocation Type Mapping
entitlementtemplatechannelEntitlement Template Channel
msdyn_entityroutingconfigurationEntity
entityanalyticsconfigEntity Analytics Config
msdyn_entityattachmentEntity Attachment
msdyn_entitylinkchatconfigurationEntity link chat configuration
msdyn_cdsentityengagementctxEntity Routing Context
msdyn_entityrankingruleEntityRankingRule
entityrecordfilterEntityRecordFilter
msdyn_entityrefreshhistoryEntityRefreshHistory
environmentvariabledefinitionEnvironment Variable Definition
environmentvariablevalueEnvironment Variable Value
msdynmkt_eventparametermetadataEventParameterMetadata
expiredprocessExpired Process
exportedexcelExported Excel
exportsolutionuploadExportSolutionUpload
msdyn_extendedusersettingExtended User Setting
msdyn_ocexternalcontextExternal context
msdyn_favoriteknowledgearticleFavorite knowledge article
faxFax
featurecontrolsettingFeatureControlSetting
msdyn_fileuploadFile Upload
msdyn_wallsavedqueryusersettingsFilter
msdyn_ocflaggedspamFlagged spam
flowmachineFlow Machine
flowmachinegroupFlow Machine Group
flowmachineimageFlow Machine Image
flowmachineimageversionFlow Machine Image Version
flowmachinenetworkFlow Machine Network
flowsessionFlow Session
msdyn_flowcardtypeflowcardtype
msdyn_forecastinstanceForecast
msdyn_dataanalyticsreport_forecastForecast (preview)
msdyn_forecastconfigurationForecast Configuration
msdyn_forecastdefinitionForecast definition
msdyn_forecastpredictionstatusForecast Prediction Status
msdyn_forecastrecurrenceForecast recurrence
msdyn_forecastsettingsandsummaryForecast Summary and Setting
msdyn_forecastingcacheForecasting Cache
msdyn_functionallocationFunctional Location
fxexpressionFxExpression
msdyn_gdprdataGDPRData
msdyncrm_generalstylesGeneral styles
msdyn_oc_geolocationproviderGeo Location Provider
goalGoal
metricGoal Metric
msdyn_helppageHelp Page
msdyn_icebreakersconfigicebreakersconfig
msdyncrm_imagestyleimagestyle
msdyn_inboxconfigurationInbox Configuration
msdynmkt_infobipchannelinstanceInfobip channel instance
msdynmkt_infobipchannelinstanceaccountInfobip channel instance account
msdyn_salessuggestionInsight
msdyn_datainsightsandanalyticsfeatureInsights
msdyn_insightsstorevirtualentityInsights Store Virtual Entity
msdyn_integratedsearchproviderIntegrated search provider
internalcatalogassignmentInternal Catalog Assignment
invoiceInvoice
invoicedetailInvoice Product
msdyn_iotalertIoT Alert
msdyn_iottocaseprocessIoT Alert to Case Process
msdyn_iotdeviceIoT Device
msdyn_iotdevicecategoryIoT Device Category
msdyn_iotdevicecommandIoT Device Command
msdyn_iotdevicecommanddefinitionIoT Device Command Definition
msdyn_iotdevicedatahistoryIoT Device Data History
msdyn_iotdevicepropertyIoT Device Property
msdyn_iotdeviceregistrationhistoryIoT Device Registration History
msdyn_iotdevicevisualizationconfigurationIoT Device Visualization Configuration
msdyn_iotfieldmappingIoT Field Mapping
msdyn_iotpropertydefinitionIoT Property Definition
msdyn_iotproviderIoT Provider
msdyn_iotproviderinstanceIoT Provider Instance
msdyn_iotsettingsIoT Settings
msdyn_kbenrichmentKB Enrichment
msdyn_kbkeywordsdescsuggestionsettingKeywords Description Suggestion Setting
msdyn_dataanalyticsreport_ksinsightsKnowledge analytics
knowledgearticleKnowledge Article
msdyn_kbattachmentKnowledge Article Attachment
msdyn_knowledgearticleimageKnowledge Article Image
knowledgearticleincidentKnowledge Article Incident
msdyn_kalanguagesettingKnowledge article language setting
msdyn_knowledgearticletemplateKnowledge Article Template
knowledgearticleviewsKnowledge Article Views
knowledgebaserecordKnowledge Base Record
msdyn_knowledgeconfigurationKnowledge Configuration
msdyn_federatedarticleKnowledge Federated Article
msdyn_federatedarticleincidentKnowledge Federated Article Incident
msdyn_knowledgeinteractioninsightKnowledge Interaction Insight
msdyn_knowledgemanagementsettingKnowledge Management Setting
msdyn_kmpersonalizationsettingKnowledge personalization
msdyn_knowledgesearchfilterKnowledge search filter
msdyn_knowledgesearchinsightKnowledge Search Insight
msdyn_knowledgepersonalfilterKnowledge search personal filter config
msdyn_kpieventdataKPI Event Data
msdyn_kpieventdefinitionKPI Event Definition
msdyn_oclanguageLanguage
msdyncrm_layoutstyleLayout Style
leadLead
msdyn_leadhygienesettingLead Hygiene Setting
msdyn_leadkpiitemLead KPI Item
leadtoopportunitysalesprocessLead To Opportunity Sales Process
msdyn_leadmodelconfigLeadModelConfig
letterLetter
msdynmkt_linkmobilitychannelinstanceLink mobility channel instance
msdynmkt_linkmobilitychannelinstanceaccountLink mobility channel instance account
msdyn_linkedentityattributevalidityLinked Entity Attribute Validity
listoperationList Operation
msdyn_liveworkitemeventLive work item event
msdyn_ocliveworkitemparticipantLive Work Item Participant (Deprecated)
msdyn_oclocalizationdataLocalization
msdyn_productivitymacroactiontemplateMacro Action Template
msdyn_productivitymacroconnectorMacro Connector
msdyn_macrosessionMacro Run History
msdyn_productivitymacrosolutionconfigurationMacro Solution Configuration
mailboxMailbox
mailboxstatisticsMailbox Statistics
msdynmkt_featureconfigurationMarketing feature configuration
marketingformdisplayattributesMarketing Form Display Attributes
listMarketing List
msdyn_maskingruleMasking Rule
msdyn_masterentityroutingconfigurationMaster Entity Routing Configuration
msdyn_ocsystemmessageMessage
msdynmkt_metadataentityrelationshipMetadata Entity Relationship
msdynmkt_metadataitemMetadata Item
msdynmkt_metadatastorestateMetadata Store State
metadataforarchivalMetadataForArchival
msdyn_orgchartnodeMicrosoft Orgchart node entity
msdyn_teamschatassociationMicrosoft Teams chat association entity
msdyn_teamschatsuggestionMicrosoft Teams chat suggestion
msdyn_teamscollaborationMicrosoft Teams Collaboration entity
msdyn_collabgraphresourceMicrosoft Teams Graph resource Entity
msdyn_migrationtrackerMigration tracker
msdyn_mobileappMobile App
mobileofflineprofileextensionMobileOfflineProfileExtension
mobileofflineprofileitemfilterMobileOfflineProfileItemFilter
msdynmkt_mocksmsproviderchannelinstanceMockSmsProvider channel instance
msdynmkt_mocksmsproviderchannelinstanceaccountMockSmsProvider channel instance account
msdyn_ocsimltrainingModel training details
appmodulecomponentnodeModel-Driven App Component Node
appmodulecomponentedgeModel-Driven App Component Node's Edge
appelementModel-Driven App Element
appsettingModel-Driven App Setting
appusersettingModel-Driven App User Setting
msdyn_modelpreviewstatusModelPreviewStatus
msdyn_mostcontactedMost Contacted
msdyn_mostcontactedbyMost Contacted By
msgraphresourcetosubscriptionMs Graph Resource To Subscription
msdyn_defextendedchannelinstancemsdyn_DefExtendedChannelInstance
msdyn_defextendedchannelinstanceaccountmsdyn_DefExtendedChannelInstanceAccount
msdyn_msteamssettingmsdyn_msteamssetting
msdyn_msteamssettingsv2msdyn_msteamssettingsv2
msdyn_relationshipinsightsunifiedconfigmsdyn_relationshipinsightsunifiedconfig
msdyn_vivaentitysettingmsdyn_vivaentitysetting
msdyn_vivaorgsettingmsdyn_vivaorgsetting
msdyn_vivausersettingmsdyn_vivausersetting
msdynmkt_experimentv2msdynmkt_experimentv2
newprocessNew Process
msdyn_notesanalysisconfigNotes analysis Config
msdyn_notificationfieldNotification Field
msdyn_consoleapplicationnotificationfieldNotification Field (Deprecated)
msdyn_notificationtemplateNotification Template
msdyn_consoleapplicationnotificationtemplateNotification Template (Deprecated)
msdyn_ocpaymentprofileOC Payment Profile
officegraphdocumentOffice Graph Document
msdyn_occhannelapiconversationprivilegeOmnichannel channel api conversation privilege
msdyn_occhannelapimessageprivilegeOmnichannel channel api message privilege
msdyn_omnichannelconfigurationOmnichannel Configuration
msdyn_omnichannelpersonalizationOmnichannel Personalization
msdyn_omnichannelqueueOmnichannel Queue (Deprecated)
msdyn_ocrequestOmnichannel Request
msdyn_omnichannelsyncconfigOmnichannel Sync Config
msdyn_liveconversationOngoing conversation (Deprecated)
msdyn_operatinghourOperating Hour
opportunityOpportunity
msdyn_opportunitykpiitemOpportunity KPI Item
opportunityproductOpportunity Product
opportunitysalesprocessOpportunity Sales Process
msdyn_opportunitymodelconfigOpportunityModelConfig
salesorderOrder
salesorderdetailOrder Product
msdyn_salescopilotorgsettingsOrg level settings for Sales Copilot apps
organizationsettingOrganization Setting
organizationdatasyncfnostateOrganizationDataSyncFnoState
organizationdatasyncstateOrganizationDataSyncState
organizationdatasyncsubscriptionOrganizationDataSyncSubscription
organizationdatasyncsubscriptionentityOrganizationDataSyncSubscriptionEntity
organizationdatasyncsubscriptionfnotableOrganizationDataSyncSubscriptionFnoTable
msdyn_overflowactionconfigOverflow Action Config
packagePackage
mspcat_packagestorePackage Submission Store
msdyn_panetabconfigurationPane tab configuration
msdyn_panetoolconfigurationPane tool configuration
msdyn_consoleapplicationtemplateparameterParameter (Deprecated)
msdyn_productivityparameterdefinitionParameter definition
pdfsettingPDF Setting
msdyn_personasecurityrolemappingPersona Security Role Mapping
msdyn_personalmessagePersonal quick reply
msdyn_personalsoundsettingPersonal sound setting
phonecallPhone Call
phonetocaseprocessPhone To Case Process
msdyn_playbookinstancePlaybook
msdyn_playbookactivityPlaybook activity
msdyn_playbookactivityattributePlaybook activity attribute
msdyn_callablecontextPlaybook Callable Context
msdyn_playbookcategoryPlaybook category
msdyn_playbooktemplatePlaybook template
pluginpackagePlugin Package
msdyn_pmanalysishistoryPM Analysis History
msdyn_pmcalendarPM Calendar
msdyn_pmcalendarversionPM Calendar Version
msdyn_pminferredtaskPM Inferred Task
msdyn_pmprocessextendedmetadataversionPM Process Extended Metadata Version
msdyn_pmprocesstemplatePM Process Template
msdyn_pmprocessusersettingsPM Process User Settings
msdyn_pmprocessversionPM Process Version
msdyn_pmrecordingPM Recording
msdyn_pmtemplatePM Template
msdyn_pmviewPM View
positionPosition
msdyn_postconfigPost Configuration
msdyn_postruleconfigPost Rule Configuration
msdyn_analyticsPower BI Configuration
powerbidatasetPower BI Dataset
powerbimashupparameterPower BI Mashup Parameter
powerbireportPower BI Report
powerbidatasetapdxpowerbidatasetapdx
powerbireportapdxpowerbireportapdx
powerfxrulePowerfxRule
msdynmkt_predefinedplaceholderPredefined Placeholder
msdyn_predictioncomputationoperationPrediction Computation Operation
msdyn_predictionmodelstatusPrediction Model Status
msdyn_predictionscheduledoperationPrediction Scheduled Operation
msdyn_predictivemodelscorePredictive Model Score
msdyn_predictivescorePredictive Score
msdyn_preferredagentPreferred Agent
msdyn_preferredagentcustomeridentityPreferred Agent Customer Identity
msdyn_preferredagentroutedentityPreferred Agent Routed Entity
msdyn_presencePresence
pricelevelPrice List
principalentitybusinessunitmapPrincipalEntityBusinessUnitMap
privilegesremovalsettingPrivileges Removal Setting
workflowlogProcess Log
processstageparameterProcessStageParameter
productProduct
productassociationProduct Association
productsubstituteProduct Relationship
msdyn_paneconfigurationProductivity pane configuration
msdyn_postalbumProfile Album
msdyn_propertyassetassociationProperty Asset Association
msdyn_propertyProperty Definition
msdyn_propertylogProperty Log
msdyn_propertytemplateassociationProperty Template Association
msdyn_providerProvider
msdyn_ocprovisioningstateProvisioning State
provisionlanguageforuserProvisionLanguageForUser
msdyncrm_qrcodestyleQR code style
queueitemQueue Item
bulkoperationQuick Campaign
msdyn_cannedmessageQuick reply
quoteQuote
quotedetailQuote Product
ratingmodelRating Model
ratingvalueRating Value
msdyn_readtrackingenabledinfoRead tracking enabled information
msdyn_realtimescoringReal Time Scoring
msdyn_realtimescoringoperationReal Time Scoring Operation
msdyn_recomputetrackerRecompute Tracker
reconciliationentityinfoReconciliationEntityInfo
reconciliationinfoReconciliationInfo
recordfilterRecord Filter
msdyn_ocrecordingRecording
msdyn_recordingRecording
recurringappointmentmasterRecurring Appointment
msdyn_recurringsalesactionRecurring Sales Action
msdyn_activityanalysisconfigRelationship Analytics Config
msdyn_relationshipanalyticsmetadataRelationship Analytics Metadata
reportReport
msdyn_reportbookmarkReport Bookmark
retaineddataexcelRetainedData Excel
retentioncleanupinfoRetentionCleanupInfo
retentioncleanupoperationRetentionCleanupOperation
retentionconfigRetentionConfig
retentionfailuredetailRetentionFailureDetail
retentionoperationRetentionOperation
retentionoperationdetailRetentionOperationDetail
revokeinheritedaccessrecordstrackerRevokeInheritedAccessRecordsTracker
msdyn_ocrichobjectRich message
msdyn_ocrichobjectmapRich message map
msdyn_richtextfileRich Text Attachment
roleeditorlayoutRoleEditorLayout
goalrollupqueryRollup Query
msdyn_routingconfigurationRouting configuration
msdyn_routingconfigurationstepRouting configuration step
msdyn_unifiedroutingrunRouting diagnostic
msdyn_unifiedroutingdiagnosticRouting diagnostic item
msdyn_routingrulesetsettingRouting Rule Set Setting
msdyn_routingrequestRoutingRequest
msdyn_ocruleitemRule Item
msdyn_rulesetdependencymappingRulesetentitymapping
msdyn_sabackupdiagnosticsabackupdiagnostic
msdyn_sabatchruninstanceSABatchRunInstance
msdyn_salesaccelerationinsightSales acceleration insights
msdyn_salesaccelerationsettingsSales Acceleration settings
msdyn_salesassignmentsettingSales Assignment Setting
salesliteratureSales Literature
msdyn_serviceoneprovisioningrequestSales provisioning request
msdyn_salesroutingrunSales routing run
msdyn_salestagSales Tag
msdyn_usagereportingSales usage reporting
msdyn_dataanalyticsreport_sutreportingSales usage telemetry reports
msdyn_salesinsightssettingssalesinsightssettings
msdyn_salesocmessageSalesOmnichannel Message
msdyn_salesroutingdiagnosticsalesroutingdiagnostic
msdyn_saruninstanceSARunInstance
msdyn_scheduleSchedule
msdyn_searchconfigurationSearch Configuration
msdyn_kmfederatedsearchconfigSearch provider
searchattributesettingsSearchAttributeSettings
searchcustomanalyzerSearchCustomAnalyzer
searchrelationshipsettingsSearchRelationshipSettings
msdyn_segmentSegment
msdyn_segmentattributesegmentattribute
msdyn_segmentationsettingsegmentsetting
msdyn_segmentcatalogueSegmentsUtil
msdyn_visitorjourneySelf service
msdyn_sentimentanalysisSentiment analysis
msdyn_ocsentimentdailytopicSentiment daily topic
msdyn_ocsentimentdailytopickeywordSentiment daily topic keyword
msdyn_ocsentimentdailytopictrendingSentiment daily topic trending
msdyn_sequenceSequence
msdyn_sequencestatSequence Stat
msdyn_sequencetargetSequence Target
msdyn_sequencetargetstepSequence Target Step
msdyn_sequencetemplateSequence Template
serviceService
serviceappointmentService Activity
msdyn_serviceconfigurationService Configuration
serviceplanService Plan
serviceplanmappingService Plan Mapping
msdyn_ocsessionSession
msdyn_ocsessioncharacteristicSession Characteristic
msdyn_sessiondataSession Data (Deprecated)
msdyn_sessioneventSession event
msdyn_sessionparticipantSession participant
msdyn_sessionparticipantdataSession Participant Data (Deprecated)
msdyn_ocsessionparticipanteventSession Participant Event
msdyn_ocsessionsentimentSession Sentiment
msdyn_sessiontemplateSession Template
msdyn_consoleapplicationsessiontemplateSession Templates (Deprecated)
settingdefinitionSetting Definition
msdyn_shareasconfigurationShareAs Configuration
sharedlinksettingShared Link Setting
sharedobjectShared Object
sharedworkspaceShared Workspace
sharedworkspacepoolShared Workspace Pool
msdyn_sikeyvalueconfigSI Key Value Config
msdyn_siconfigsiconfig
msdyn_similarentitiesfeatureimportanceSimilar entities feature importance
msdyn_skillattachmentruleitemSkill Attachment Rule
msdyn_ocskillidentmlmodelSkill finder model
msdyn_slakpiSLA KPI
slakpiinstanceSLA KPI Instance
msdyn_smartassistconfigSmartassist configuration
socialactivitySocial Activity
socialprofileSocial Profile
solutioncomponentattributeconfigurationSolution Component Attribute Configuration
solutioncomponentbatchconfigurationSolution Component Batch Configuration
solutioncomponentconfigurationSolution Component Configuration
solutioncomponentrelationshipconfigurationSolution Component Relationship Configuration
msdyn_solutionhealthruleSolution Health Rule
msdyn_solutionhealthruleargumentSolution Health Rule Argument
msdyn_solutionhealthrulesetSolution Health Rule Set
msdyn_soundnotificationsettingSound notification setting
stagedentityStaged Entity
stagedentityattributeStaged Entity Attribute
stagesolutionuploadStageSolutionUpload
msdyn_submodeldefinitionSubmodel Definition
msdyn_suggestionassignmentruleSuggestion Assignment Rule
msdyn_suggestioninteractionSuggestion Interaction
msdyn_suggestionprincipalobjectaccessSuggestion Principal Object Access
msdyn_suggestionrequestpayloadSuggestion request payload
msdyn_suggestionsellerprioritySuggestion Seller Priority
msdyn_suggestionsmodelsummarySuggestions Model Summary
msdyn_suggestionssettingSuggestions Setting
supportusertableSupportUserTable
msdyn_swarmSwarm
msdyn_swarmparticipantSwarm participant
msdyn_swarmparticipantruleSwarm participant rule
msdyn_swarmroleSwarm role
msdyn_swarmskillSwarm skill
msdyn_swarmtemplateSwarm template
synapsedatabaseSynapse Database
synapselinkexternaltablestateSynapse Link External Table State
synapselinkprofileSynapse Link Profile
synapselinkprofileentitySynapse Link Profile Entity
synapselinkprofileentitystateSynapse Link Profile Entity State
synapselinkscheduleSynapse Link Schedule
systemuserauthorizationchangetrackerSystemUserAuthorizationChangeTracker
msdyn_octagTag
msdyn_taggedrecordTagged Record
taskTask
tdsmetadataTdsMetadata
teamTeam
teammobileofflineprofilemembershipTeamMobileOfflineProfileMembership
chatTeams chat
msdyn_aicontactsuggestionTeams Contact Suggestion by AI
msdyn_teamsdialeradminsettingsTeams Dialer Admin settings
msdynmkt_telesignchannelinstanceTeleSign channel instance
msdynmkt_telesignchannelinstanceaccountTeleSign channel instance account
msdyn_templateforpropertiesTemplate For Properties
msdyn_templateparameterTemplate Parameter
msdyn_templatetagsTemplate Tag (Deprecated)
territoryTerritory
msdyn_salesocsmstemplateText message template
msdyncrm_textstyleText style
msdyn_timespentTime spent in BPF
msdyn_tourTour
tracelogTrace
msdyn_ocsitdimportconfigTraining data import configuration
msdyn_ocsitrainingdataTraining record
msdyn_trainingresultTraining Result
msdyn_transcriptTranscript
translationprocessTranslation Process
msdynmkt_eventmetadataTrigger
msdynmkt_eventmetadata_sdkmessageprocessingstepTriggers To Sdk Message Processing Steps
msdynmkt_twiliochannelinstanceTwilio channel instance
msdynmkt_twiliochannelinstanceaccountTwilio channel instance account
msdyn_unifiedroutingsetuptrackerUnified Routing Setup Tracker
uomscheduleUnit Group
msdyn_untrackedappointmentUntrackedAppointment
msdyn_upgraderunUpgrade Run
msdyn_upgradestepUpgrade Step
msdyn_upgradeversionUpgrade Version
msdyn_urnotificationtemplateUR notification template
msdyn_urnotificationtemplatemappingUR Notification Template Mapping
msdyn_usagemetricUsage Metric
systemuserUser
userratingUser Rating
msdyn_usersettingUser settings
usermobileofflineprofilemembershipUserMobileOfflineProfileMembership
msdyncrm_videostyleVideo style
virtualentitymetadataVirtual Entity Metadata
msdyn_virtualtablecolumncandidateVirtual Table Column Candidate
msdyn_vivacustomerlistViva Sales customer list
msdyn_wallsavedqueryWall View
msdyn_wkwcolleaguesforcompanywkwcolleaguesforcompany
msdyn_wkwcolleaguesforcontactwkwcolleaguesforcontact
msdyn_wkwconfigwkwconfig
msdyn_workqueueusersettingWork list user setting
msdyn_worklistviewconfigurationWork List View Configuration
workqueueWork Queue
workqueueitemWork Queue Item
msdyn_workqueuestateWork Queue Record State
msdyn_liveworkstreamWork Stream
msdyn_liveworkstreamcapacityprofileWork stream capacity profile
msdyn_workflowactionstatusWorkflow Action Status
workflowbinaryWorkflow Binary

Connection

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
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
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