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CrmService Entities

CRM 1.2
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The following table lists all the entities available in a default system. Note that the display name of an entity may be changed and new entities added through system customization.

Class Display name Description
account Account A person or business to whom the salesperson tries to sell a product or service. This is the entity that is billed in business transactions.
activitymimeattachment E-Mail Attachment A MIME attachment for an e-mail activity.
activityparty Activity Party A person or group associated with an activity. An activity can have multiple activity parties.
activitypointer Activity A task performed, or to be performed, by a user. An activity can be thought of as any action for which an entry can be made on a calendar.
annotation Note A mechanism for attaching notes to records. A note can be attached to multiple objects, including other notes.
annualfiscalcalendar Annual Fiscal Calendar The year long fiscal calendar of an organization. This represents a span of time during which the financial activities of an organization are calculated.
appointment Appointment A commitment that represents a time interval with start/end times and duration.
bulkoperation Quick Campaign An asynchronous marketing campaign.
bulkoperationlog Bulk Operation Log A log file for quick campaigns.
businessunit Business Unit A business, division, or department in the Microsoft CRM database. Business units own all objects implicitly. The database maintains this ownership on behalf of the platform.
businessunitnewsarticle Announcement An announcement associated with an organization.
calendar Calendar A calendar used by the scheduling system to define when an appointment or activity is to occur.
calendarrule Calendar Rule The definition of free and busy times for a service and for resources or resource groups (for example, working, non-working, vacation, and blocked).
campaign Campaign A container into which a business can attach campaign activities, campaign responses, sales literature, products, and lists to create, plan, execute and track the results of a specific marketing campaign through its life.
campaignactivity Campaign Activity The steps of a campaign with owner, partner, budget, timelines and other information. Can be created for planning as well running a campaign.
campaignactivityitem Campaign Activity Item A work item of a campaign activity, such as a list or sales literature.
campaignitem Campaign Item A work item of a campaign, such as a list or sales literature.
campaignresponse Campaign Response A response from an existing or a potential new customer for a campaign.
competitor Competitor Another business that competes for the sale represented by a lead or opportunity.
constraintbasedgroup Resource Group A group or collection of people, equipment, and/or facilities that can be scheduled.
contact Contact A person with whom a business unit has a relationship, for example, a customer, a supplier, or a colleague.
contract Contract An agreement to provide customer service during specified coverage dates, for a specified number of cases or an amount of time.
contractdetail Contract Line A line item detail in a contract that specifies the type of service a customer is entitled to.
contracttemplate Contract Template A template for a contract that contains the standard attributes of a contract.
customeraddress Address The address and shipping information for a customer. This entity is used to store additional addresses for an account.
customeropportunityrole Opportunity Relationship The relationship between an account or contact and an opportunity.
customerrelationship Customer Relationship The relationship between a customer (account or contact) and a partner (account, or contact).
discount Discount A price reduction made from the list price of a product or service based on the quantity purchased, specified as a percentage or monetary amount.
discounttype Discount List The type of price reduction made from the list price of a product or service based on the quantity purchased, specified as a percentage or monetary amount.
displaystring Display String Customized messages for an entity that has been renamed.
email E-mail An activity that is delivered using e-mail protocols.
equipment Facility/Equipment A resource that can be scheduled.
fax Fax An activity that tracks call outcome and number of pages. This entity optionally stores the electronic copy of the actual document.
fixedmonthlyfiscalcalendar Fixed Monthly Fiscal Calendar The fixed monthly fiscal calendar of an organization. This represents a span of time during which the financial activities of an organization are calculated.
incident Case A service incident associated with a contract.
incidentresolution Case Resolution A special type of activity that includes such information as the description of the resolution, billing status, and the duration of the incident.
invoice Invoice An order that has been billed.
invoicedetail Invoice Product A line item in an invoice that contains detailed billing information.
kbarticle Article Structured content that is part of the knowledge base.
kbarticlecomment Article Comment A comment on a knowledge base article.
kbarticletemplate Article Template A template for a knowledge base article that contains the standard attributes of an article.
lead Lead A prospect or potential sales opportunity. Leads will be converted into accounts, contacts, or opportunities if they are qualified. Otherwise, they are deleted or archived.
letter Letter An activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter.
license License Information about a Microsoft CRM license.
list Marketing List A group of existing or potential customers created for a marketing campaign or other sales purposes.
listmember Member An item in a marketing list.
monthlyfiscalcalendar Monthly Fiscal Calendar The monthly fiscal calendar of an organization. This represents a span of time during which the financial activities of an organization are calculated.
opportunity Opportunity A potential revenue-generating event, or sale to an account, that needs to be tracked through a sales process to completion.
opportunityclose Opportunity Close A special activity that is created when an opportunity is closed. It includes such information as the description of the closing and actual revenue.
opportunityproduct Opportunity Product An association between an opportunity and a product.
orderclose Order Close An activity generated when closing an order.
organization Organization The top level of the Microsoft CRM business hierarchy. The organization can be a specific business, holding company, or corporation.
phonecall Phone Call An activity to track a telephone call.
plugintype Plug-in Type A registry for dynamic common language runtime (CLR) types that may be loaded by the scheduling expression evaluation logic.
pricelevel Price List The pricing levels.
privilege Privilege A permission to perform an action in Microsoft CRM. The platform checks for the privilege and rejects the attempt if the user does not hold the privilege.
product Product Information about products and their pricing information.
productpricelevel Price List Item Information about how to price a product in the specified price level, including pricing method, rounding option and discount type based on specified product unit.
quarterlyfiscalcalendar Quarterly Fiscal Calendar The quarterly fiscal calendar of an organization. This represents a span of time during which the financial activities of an organization are calculated.
queue Queue An ordered list containing activities or incidents (cases).
queueitem Queue Item An item in a queue that specifies an activity or incident (case).
quote Quote A formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.
quoteclose Quote Close The quarterly fiscal calendar of an organization. This represents a span of time during which the financial activities of an organization are calculated.
quotedetail Quote Product A line item in a quote. The details include such information as product ID, description, quantity, and cost.
relationshiprole Relationship Role A relationship between an account or contact and an opportunity. RelationshipRole is needed when a CustomerRelationship or CustomerOpportunityRole object is created.
relationshiprolemap Relationship Role Map The primary object code and associated entity type code between which the relationship role is valid.
resource Resource A resource that can be scheduled for a service. Users and Facility/Equipment entities are both resources.
resourcegroup Scheduling Group A resource group or team whose members can be scheduled for a service.
resourcespec Resource Specification A selection rule that allows the scheduling engine to select a number of resources from a pool of resources. The rules can be associated with a service.
role Role A grouping of security privileges. Users are assigned roles that authorize their access to the Microsoft CRM system.
salesliterature Sales Literature Sales literature. One sales literature entity may contain multiple documents.
salesliteratureitem Document An item in the sales literature collection.
salesorder Order An order is a quote that has been accepted.
salesorderdetail Order Product A line item in a sales order.
savedquery View A stored database query against the logical database. The SavedQuery also holds presentation information for the application grid controls.
semiannualfiscalcalendar Semi Annual Fiscal Calendar A calendar that represents the semiannual span of time during which the financial activities of an organization are calculated.
service Service An activity that represents work done to satisfy a customer's need.
serviceappointment Service Activity An activity offered by the organization to satisfy its customer's needs. Each service appointment includes date, time, duration, and required resources.
site Site A location or branch office where an organization does business. An organization can have multiple sites.
subject Subject Information about subjects available in the system.
systemuser User A person with access to the Microsoft CRM system and who owns objects in the Microsoft CRM database.
task Task A generic activity that represents work needed to be done.
team Team A group of otherwise unrelated users. Teams can be used to control access to specific objects.
template E-mail Template A template for an e-mail message that contains the standard attributes of an e-mail message.
territory Territory This entity stores territories to represent sales regions.
uom Unit A unit of measure.
uomschedule Unit Group A grouping of units of measures.
userquery Saved View A saved database query that is owned by a user.
usersettings User Settings A user's preferred settings.
wfprocess Process A group of interrelated steps, or actions, and the rules that drive the transition between these steps.
wfprocessinstance Process Instance A running instance of a workflow process. A process is instantiated either by a system event on its associated object or manually by a user or caller.


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