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Microsoft CRM Entity Model

CRM 1.2
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This section covers the entity model for Microsoft CRM. The entity model illustrates the developer's view of the business and service entities. Described here are the entities used by all Microsoft CRM developers, such as Contact, Account, Lead, and Opportunity, including the entity relationships and behaviors. The entities are divided up to correspond to the areas shown in the Web application.

Note   In the Microsoft CRM 1.2 SDK the terms object and entity were used interchangeably. For consistency, this version uses the term entity for an entity type such as account or site. The term object referes to an instance of an entity such as the account named "Fabrikam".

In This Topic

Key to Entity Diagrams

Provides a key to the entity diagrams.

General Information about Entities

Specifies general information about the entity model such as common actions that can be performed on most entities.

Organization Management

Provides information about the entities that describe your organization: organization, site, businessunit, systemuser, and team.

Customer Management

Provides information about the entities used to describe your customers and the activities for your business: account, contact, queue, and all types of activities.

Sales Force Automation

Provides information about the entities used to manage your sales processes: lead, opportunity, competitor, quote, order and invoice, product catalog, and sales literature.

Marketing Automation

Provides information about the entities used to run marketing campaigns: campaign and list.

Customer Service Management

Provides information about the entities used for customer service: contract, incident, subject, and the knowledge base.

Scheduling

Provides information about entities used for scheduling: calendar, equipment and facilities, schedule, appointment, and service appointment.

Customization

Provides information about custom entities and the import, export, and publish services.

Queries, Notes and Attachments

Provides information about entities that work with other entities: userquery, saved query, annotation, and attachments.

Workflow Management

Provides information about the entity used to manage running workflow processes: wfprocessinstance.

Reporting and Filtered Views

Provides information about filteredviews, used to retrieve data from the database, honoring the roles and privileges defined to restrict data access.

Accessing the Metadata

Provides information about the metadata service, which allows access to the database that describes the entities and their attributes and relationships.


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