| AcademicPeriod |
education/higherEducation/ |
The periods of time in which courses are offered by the institution, such as a term or semester. |
Docs |
| AcademicPeriodDetail |
education/higherEducation/ |
Status between student and their academic periods. |
Docs |
| Account |
core/applicationCommon/ |
Business that represents a customer or potential customer. The company that is billed in business transactions. |
Docs |
| Account |
applicationCommon/foundationCommon/ |
Business that represents a customer or potential customer. The company that is billed in business transactions. |
Docs |
| Account |
foundationCommon/crmCommon/ |
Business that represents a customer or potential customer. The company that is billed in business transactions. |
Docs |
| Account |
accelerators/nonProfit/ |
Business that represents a customer or potential customer. The company that is billed in business transactions. |
Docs |
| Account |
solutions/portals/ |
Business that represents a customer or potential customer. The company that is billed in business transactions. |
Docs |
| Account |
healthCare/electronicMedicalRecords/ |
Business that represents a customer or potential customer. The company that is billed in business transactions. |
Docs |
| Account |
education/higherEducation/ |
Business that represents a customer or potential customer. The company that is billed in business transactions. |
Docs |
| Account |
marketing/eventManagement/ |
Business that represents a customer or potential customer. The company that is billed in business transactions. |
Docs |
| AccountLeads |
foundationCommon/crmCommon/ |
description. |
Docs |
| Activity |
core/applicationCommon/ |
Task performed, or to be performed, by a user. An activity is any action for which an entry can be made on a calendar. |
Docs |
| Activity |
foundationCommon/crmCommon/ |
Task performed, or to be performed, by a user. An activity is any action for which an entry can be made on a calendar. |
Docs |
| ActivityCommon |
core/ |
|
Docs |
| ActivityContactDispatched |
marketing/interactions/ |
|
Docs |
| ActivityContactProcessingFailed |
marketing/interactions/ |
|
Docs |
| ActivityParty |
core/applicationCommon/ |
Person or group associated with an activity. An activity can have multiple activity parties. |
Docs |
| ActivityParty |
crmCommon/service/ |
Person or group associated with an activity. An activity can have multiple activity parties. |
Docs |
| ActivitySystem |
core/ |
|
Docs |
| Ad |
solutions/portals/ |
|
Docs |
| AdPlacement |
solutions/portals/ |
|
Docs |
| Address |
core/applicationCommon/ |
Address and shipping information. Used to store additional addresses for an account or contact. |
Docs |
| Address |
accelerators/nonProfit/ |
Address and shipping information. Used to store additional addresses for an account or contact. |
Docs |
| Address |
education/higherEducation/ |
Address and shipping information. Used to store additional addresses for an account or contact. |
Docs |
| Address |
healthCare/electronicMedicalRecords/ |
Address and shipping information. Used to store additional addresses for an account or contact. |
Docs |
| AllergyIntolerance |
healthCare/electronicMedicalRecords/ |
Risk of harmful or undesirable, physiological response which is unique to an individual and associated with exposure to a substance. |
Docs |
| Appointment |
core/applicationCommon/ |
Commitment representing a time interval with start/end times and duration. |
Docs |
| Appointment |
foundationCommon/crmCommon/ |
Commitment representing a time interval with start/end times and duration. |
Docs |
| Appointment |
solutions/marketing/ |
Commitment representing a time interval with start/end times and duration. |
Docs |
| AreaOfInterest |
education/higherEducation/ |
The master list of all area of interests offered by an institution. Areas of interest are higher level subject groupings like astronomy, or business. |
Docs |
| AreaOfStudy |
education/higherEducation/ |
The master list of all area of studies offered by an institution. Areas of studies are more specific program offerings, such as Master's of Public Administration - Emergency Management. |
Docs |
| Article |
core/applicationCommon/ |
Structured content that is part of the knowledge base. |
Docs |
| Article |
solutions/portals/ |
Structured content that is part of the knowledge base. |
Docs |
| ArticleComment |
core/applicationCommon/ |
Comment on a knowledge base article. |
Docs |
| ArticleTemplate |
core/applicationCommon/ |
Template for a knowledge base article that contains the standard attributes of an article. |
Docs |
| AttendeePass |
marketing/eventManagement/ |
|
Docs |
| Award |
accelerators/nonProfit/ |
The total amount of funding that has been agreed to be awarded to an individual or institution and related data, including but not limited to the recipient, date of the award, and purpose of the award |
Docs |
| AwardVersion |
accelerators/nonProfit/ |
A point in time snapshot of the attributes of an Award. |
Docs |
| Badge |
solutions/portals/ |
|
Docs |
| BadgeType |
solutions/portals/ |
|
Docs |
| Blog |
solutions/portals/ |
The root entity for a portal blog. |
Docs |
| BlogPost |
solutions/portals/ |
A post belonging to a portal blog. |
Docs |
| BookableResource |
applicationCommon/foundationCommon/ |
Resource that has capacity which can be allocated to work. |
Docs |
| BookableResourceBooking |
applicationCommon/foundationCommon/ |
Represents the line details of a resource booking. |
Docs |
| BookableResourceBookingHeader |
applicationCommon/foundationCommon/ |
Reservation entity representing the summary of the associated resource bookings. |
Docs |
| BookableResourceCategory |
applicationCommon/foundationCommon/ |
Categorize resources that have capacity into categories such as roles. |
Docs |
| BookableResourceCategoryAssn |
applicationCommon/foundationCommon/ |
Association entity to model the categorization of resources. |
Docs |
| BookableResourceCharacteristic |
applicationCommon/foundationCommon/ |
Associates resources with their characteristics and specifies the proficiency level of a resource for that characteristic. |
Docs |
| BookableResourceGroup |
applicationCommon/foundationCommon/ |
Associates resources with resource groups that they are a member of. |
Docs |
| BookingStatus |
applicationCommon/foundationCommon/ |
Allows creation of multiple sub statuses mapped to a booking status option. |
Docs |
| Budget |
accelerators/nonProfit/ |
Amount of funds that can be designated for an Objective and/or Delivery Framework (i.e. Program, Project) for a given period of time. |
Docs |
| Building |
marketing/eventManagement/ |
A single venue can be comprised of zero or more buildings where event activities are held. Each building in turn is comprised of zero or more rooms where event activities are held. |
Docs |
| BusinessUnit |
core/applicationCommon/ |
Business, division, or department in the Microsoft Dynamics 365 database. |
Docs |
| Campaign |
foundationCommon/crmCommon/ |
Container for campaign activities and responses, sales literature, products, and lists to create, plan, execute, and track the results of a specific marketing campaign through its life. |
Docs |
| Campaign |
accelerators/nonProfit/ |
Container for campaign activities and responses, sales literature, products, and lists to create, plan, execute, and track the results of a specific marketing campaign through its life. |
Docs |
| CampaignActivity |
foundationCommon/crmCommon/ |
Task performed, or to be performed, by a user for planning or running a campaign. |
Docs |
| CampaignActivityItem |
foundationCommon/crmCommon/ |
Work item of a campaign activity, such as a list or sales literature. |
Docs |
| CampaignItem |
foundationCommon/crmCommon/ |
Work item in a campaign, a list or sales literature. |
Docs |
| CampaignResponse |
foundationCommon/crmCommon/ |
Response from an existing or a potential new customer for a campaign. |
Docs |
| CarePlan |
healthCare/electronicMedicalRecords/ |
Describes the intention of how one or more practitioners intend to deliver care for a particular patient, group or community for a period of time, possibly limited to care for a specific condition |
Docs |
| CarePlanGoal |
healthCare/electronicMedicalRecords/ |
Describes the intended objective(s) of carrying out the care plan. |
Docs |
| CareTeam |
healthCare/electronicMedicalRecords/ |
The Care Team includes all the people and organizations who plan to participate in the coordination and delivery of care for a patient. |
Docs |
| CareTeamParticipant |
healthCare/electronicMedicalRecords/ |
Identifies all people and organizations who are expected to be involved in the care team. |
Docs |
| Case |
crmCommon/service/ |
Service request case associated with a contract. |
Docs |
| Case |
solutions/portals/ |
Service request case associated with a contract. |
Docs |
| CaseDeflection |
solutions/portals/ |
Captures the number of Found My Answer clicks in the portal. |
Docs |
| CaseResolution |
crmCommon/service/ |
Special type of activity that includes description of the resolution, billing status, and the duration of the case. |
Docs |
| CdsStandard |
core/ |
|
Docs |
| Characteristic |
applicationCommon/foundationCommon/ |
Skills, education and certifications of resources. |
Docs |
| CheckIn |
marketing/eventManagement/ |
|
Docs |
| ChildIncidentCount |
crmCommon/service/ |
For internal use only. |
Docs |
| CodeableConcept |
healthCare/electronicMedicalRecords/ |
A Codeable Concept represents a value that is usually supplied by providing a reference to one or more terminologies, but may also be defined by the provision of text. |
Docs |
| Company |
applicationCommon/foundationCommon/ |
Uniquely identifies a Company by name and type |
Docs |
| Competitor |
crmCommon/sales/ |
Business competing for the sale represented by a lead or opportunity. |
Docs |
| CompetitorAddress |
crmCommon/sales/ |
Additional addresses for a competitor. The first two addresses are stored in the competitor object. |
Docs |
| CompetitorProduct |
crmCommon/sales/ |
Association between a competitor and a product offered by the competitor. |
Docs |
| CompetitorSalesLiterature |
crmCommon/sales/ |
|
Docs |
| Condition |
healthCare/electronicMedicalRecords/ |
A clinical condition, problem, diagnosis, or other event, situation, issue, or clinical concept that has risen to a level of concern. |
Docs |
| Connection |
core/applicationCommon/ |
Relationship between two entities. |
Docs |
| Connection |
solutions/marketing/ |
Relationship between two entities. |
Docs |
| ConnectionRole |
core/applicationCommon/ |
Role describing a relationship between a two records. |
Docs |
| Contact |
core/applicationCommon/ |
Person with whom a business unit has a relationship, such as customer, supplier, and colleague. |
Docs |
| Contact |
applicationCommon/foundationCommon/ |
Person with whom a business unit has a relationship, such as customer, supplier, and colleague. |
Docs |
| Contact |
foundationCommon/crmCommon/ |
Person with whom a business unit has a relationship, such as customer, supplier, and colleague. |
Docs |
| Contact |
accelerators/nonProfit/ |
Person with whom a business unit has a relationship, such as customer, supplier, and colleague. |
Docs |
| Contact |
solutions/portals/ |
Person with whom a business unit has a relationship, such as customer, supplier, and colleague. |
Docs |
| Contact |
solutions/marketing/ |
Person with whom a business unit has a relationship, such as customer, supplier, and colleague. |
Docs |
| Contact |
healthCare/electronicMedicalRecords/ |
Person with whom a business unit has a relationship, such as customer, supplier, and colleague. |
Docs |
| Contact |
education/higherEducation/ |
Person with whom a business unit has a relationship, such as customer, supplier, and colleague. |
Docs |
| ContactCheckedIntoEvent |
marketing/interactions/ |
|
Docs |
| ContactInvoices |
crmCommon/sales/ |
|
Docs |
| ContactLeads |
foundationCommon/crmCommon/ |
|
Docs |
| ContactOrders |
crmCommon/sales/ |
|
Docs |
| ContactQuotes |
crmCommon/sales/ |
|
Docs |
| ContactRegisteredToEvent |
marketing/interactions/ |
|
Docs |
| ContentSettings |
solutions/marketing/ |
|
Docs |
| Contract |
crmCommon/service/ |
Agreement to provide customer service during a specified amount of time or number of cases. |
Docs |
| ContractLine |
crmCommon/service/ |
Line item in a contract that specifies the type of service a customer is entitled to. |
Docs |
| Course |
education/higherEducation/ |
The master list of all courses offered by an institution. |
Docs |
| CourseHistory |
education/higherEducation/ |
The course history for a student. |
Docs |
| CourseSection |
education/higherEducation/ |
The relationship between an instructor and a specific course. |
Docs |
| CreateCrmActivityContactProcessed |
marketing/interactions/ |
|
Docs |
| CreateCustomChannelActivityContactProcessed |
marketing/interactions/ |
|
Docs |
| CreditPlan |
accelerators/nonProfit/ |
Credit Plans control who will be credited with hard or soft credits after a payment clears. A credit plan could "counted" for membership or other benefit prior to a payment actually being cleared. A Credit Plan shows up as a A line item attached to a Pledge, Payment Schedule, or Account . The goal of a credit plan is to avoid the double counting of hard, soft and split crediting. The most elegant way to manage Credit Plan is by ensuring there are business rules in place like an "auto" soft credit rule attached to Accounts, Contacts, Opportunities or Donor Commitments depending on the conditions met. Credit Plans can be countable toward fulfilling a benefit even if they are never fully realized as a hard or soft credit. |
Docs |
| CreditRecipient |
accelerators/nonProfit/ |
The contact, donor or constitiuent who receives "credit" for the hard or soft cleared payment. A credit plan is always tied to a recipient in order to ensure full reconciliation and accounting of donations. All nonprofits have business rules in place to govern how hard and soft credits are applied, but these rules are notoriously inconsistent from organization to organization. For example, 6 of 12 enterprise nonprofits we recently surveyed about how they handle third party (corporate) giving crediting soft credit the corporation and hard credit the individual donors, whereas the other 6 surveyed nonprofits hard credit the third party providing the matching gift payments (i.e., Benevity is an example of a third party gift management company). Still other organizations hard credit the corporation themselves. For example, if Jane Smith donates $50 through her company Microsoft, and Microsoft matches the gift dollar for dollar, but Benevity collects and distributes the gift to Oxfam International, where is hard and soft credit applied? Some organizations hard credit Jane Smith $100 ($50 donated plus the $50 match). Some organizations hard credit Jane Smith $50 and Microsoft $50. Some orgs hard credit Microsoft $100. And still more orgs hard credit Benevity some or all of the $100 donation. |
Docs |
| Currency |
core/applicationCommon/ |
Currency in which a financial transaction is carried out. |
Docs |
| CustomChannelResponse |
marketing/interactions/ |
|
Docs |
| CustomRegistrationField |
marketing/eventManagement/ |
|
Docs |
| CustomerJourney |
solutions/marketing/ |
|
Docs |
| CustomerJourneyContactRecordUpdated |
marketing/interactions/ |
|
Docs |
| CustomerRelationship |
core/applicationCommon/ |
Relationship between a customer and a partner in which either can be an account or contact. |
Docs |
| DeliveryFramework |
accelerators/nonProfit/ |
A Delivery Framework is a Management Unit of work defined by the organization or entity doing the work. |
Docs |
| DesignatedCredit |
accelerators/nonProfit/ |
A segment of a donation payment or in-kind gift that indicating the partial amount that is hard- or soft-credited to a Customer and allocated to one Designation. |
Docs |
| Designation |
accelerators/nonProfit/ |
An area to which funds may be allocated, including a GL-relevant accounting code. Designations are the way a donor instructs an organization about how their donation should be spent or earmarked. All nonprofit organizations strive to secure the largest % of unrestricted or undesignated funds possible so they can use this money at their own discretion toward the areas of greatest need, including the ability to pay down their operating costs. Direct marketing-oriented nonprofits, and nonprofits with missions aligned to cause, cure, and global issues (like Oxfam) tend to have as few designations as they possibly can (~100-200 total designations) because they derive the majority of their funds from donors giving small gift amounts. They also focus on recurring giving programs, which have a high administration cost if gifts are permitted to be designated or split designated across multiple funds. A Higher Education organization, on the other hand, derives a large % of its annual fundraising from major donors, who typically want much more control about where they are directing their gifts. |
Docs |
| DesignationPlan |
accelerators/nonProfit/ |
A line item attached to a Pledge, Payment Schedule, or Campaign indicating how associated payments should be designated. Sometimes, 100% of a donation is designated to a single fund (ideally, to an unrestricted fund that the nonprofit can use any way they wish). Other times, a donor has specified a desire that the donation be "split designated" among two or more funds. For example, a donor giving $5,000 might specify that $1000 goes to the unrestricted fund $1000 to the new building fund and $3000 to building water wells Sub-saharan Africa. |
Docs |
| Device |
healthCare/electronicMedicalRecords/ |
This entity identifies an instance or a type of a manufactured item that is used in the provision of healthcare without being substantially changed through that activity. |
Docs |
| Disbursement |
accelerators/nonProfit/ |
A Disbursement represents an Award disbursement to an individual or organizational awardee. A Disbursement is related to a specific Award and Budget through a Disbursement Distribution. |
Docs |
| DisbursementDistribution |
accelerators/nonProfit/ |
Defines the Delivery Framework(s) - i.e. Program, Project, Initiative - that contribute to funding an Award Disbursement. |
Docs |
| Discount |
crmCommon/sales/ |
Price reduction made from the list price of a product or service based on the quantity purchased. |
Docs |
| DiscountList |
crmCommon/sales/ |
Type of discount specified as either a percentage or an amount. |
Docs |
| Docket |
accelerators/nonProfit/ |
A Docket is used to associate inquiries (LOIs) and requests with a specific grant/award cycle or date (usually a review/board meeting) on which a foundation will make final decisions on applications. |
Docs |
| DonorCommitment |
accelerators/nonProfit/ |
Donor commitments track the frequency with which constituents donate funds to a nonprofit or Foundation. All nonprofits and Foundations seek to attract as many monthly/recurring/sustaining gifts or donor commitments that they can. Other donors routinely give on a one-time basis. Monthly givers require additional payment and transaction information tracking including payment method, schedules, in-kind pledge relevance, and more. |
Docs |
| Education |
accelerators/nonProfit/ |
Biographical information about the education institutions a contact attended or is attending, the areas of study (major/minor) concentrated on, activities and roles served, preferences (football booster, patron of the on-campus art museum, etc.), and the start and end dates associated with this information. It's particularly important for mid-level and major gift fundraisers based in the United States to understand someone's university/college alumni/alumnae network and peers in order to build a bigger qualified prospect pipeline. University/college association is not as relevant or important in the UK, for example, compared to the US. Nonprofit organizations with a bigger focus on major gifts care more about tracking educational information at a deeper level. |
Docs |
| EducationLevel |
education/higherEducation/ |
The master list of all education levels mapped in the external system, such as Associate of Arts, Bachelor, Certificate. |
Docs |
| Email |
core/applicationCommon/ |
Activity that is delivered using email protocols. |
Docs |
| Email |
foundationCommon/crmCommon/ |
Activity that is delivered using email protocols. |
Docs |
| EmailBlockBounced |
marketing/interactions/ |
|
Docs |
| EmailBlocked |
marketing/interactions/ |
|
Docs |
| EmailClicked |
marketing/interactions/ |
|
Docs |
| EmailContainsBlacklistedLinks |
marketing/interactions/ |
|
Docs |
| EmailDelivered |
marketing/interactions/ |
|
Docs |
| EmailFeedbackLoop |
marketing/interactions/ |
|
Docs |
| EmailForwarded |
marketing/interactions/ |
|
Docs |
| EmailHardBounced |
marketing/interactions/ |
|
Docs |
| EmailOpened |
marketing/interactions/ |
|
Docs |
| EmailSendingFailed |
marketing/interactions/ |
|
Docs |
| EmailSent |
marketing/interactions/ |
|
Docs |
| EmailSignature |
core/applicationCommon/ |
Signature for email message |
Docs |
| EmailSoftBounced |
marketing/interactions/ |
|
Docs |
| EmailSubscriptionSubmit |
marketing/interactions/ |
|
Docs |
| EmploymentHistory |
accelerators/nonProfit/ |
Historical and/or current information about where a contact works, volunteers or serves in some capacity at an organization. For nonprofits, tracking employer information is critical for a few reasons: it is important to understand if the employee is part of a eligible matching gift program, to have visibility into an employee's "network" and to visualize the degrees of separation between an employee and other prospective donors that the organization wants to solicit, and more. |
Docs |
| EmrAppointment |
healthCare/electronicMedicalRecords/ |
A booking of a healthcare event among patient(s), practitioner(s), related person(s) and/or device(s) for a specific date/time. This may result in one or more Encounter(s). |
Docs |
| Encounter |
healthCare/electronicMedicalRecords/ |
An interaction between a patient and healthcare provider(s) for the purpose of providing healthcare service(s) or assessing the health status of a patient. |
Docs |
| Entitlement |
crmCommon/service/ |
Defines the amount and type of support a customer should receive. |
Docs |
| EntitlementContact |
crmCommon/service/ |
|
Docs |
| EntitlementProduct |
crmCommon/service/ |
|
Docs |
| EpisodeOfCare |
healthCare/electronicMedicalRecords/ |
An association between a patient and an organization / healthcare provider(s) during which time encounters may occur. |
Docs |
| Event |
marketing/eventManagement/ |
Container to manage and plan marketing activities that take place at a specific venue or location. |
Docs |
| EventCustomRegistrationField |
marketing/eventManagement/ |
|
Docs |
| EventRegistration |
marketing/eventManagement/ |
|
Docs |
| EventTeamMember |
marketing/eventManagement/ |
|
Docs |
| EventVendor |
marketing/eventManagement/ |
|
Docs |
| ExternalIdentity |
solutions/portals/ |
|
Docs |
| ExtraCurricularActivity |
education/higherEducation/ |
The master list of all extra curricular activities tracked by the institution. |
Docs |
| ExtraCurricularParticipant |
education/higherEducation/ |
The relationship between a Contact and a specific Extra Curricular Activity. |
Docs |
| FacilityEquipment |
crmCommon/service/ |
Resource that can be scheduled. |
Docs |
| Fax |
core/applicationCommon/ |
Activity that tracks call outcome and number of pages for a fax and optionally stores an electronic copy of the document. |
Docs |
| Fax |
foundationCommon/crmCommon/ |
Activity that tracks call outcome and number of pages for a fax and optionally stores an electronic copy of the document. |
Docs |
| Feedback |
core/applicationCommon/ |
Container for feedback and ratings for knowledge articles. |
Docs |
| Feedback |
solutions/portals/ |
Container for feedback and ratings for knowledge articles. |
Docs |
| FinancialActivity |
foundationCommon/financialCommon/ |
Summarization of financial activity for a ledger, date, account, and dimension combination |
Docs |
| FiscalCalendarPeriod |
foundationCommon/financialCommon/ |
Represents the period in which financial activity occurred, as defined by a fiscal calendar. |
Docs |
| FormPage |
solutions/marketing/ |
|
Docs |
| FormSubmitted |
marketing/interactions/ |
|
Docs |
| FormVisited |
marketing/interactions/ |
|
Docs |
| Forum |
solutions/portals/ |
|
Docs |
| ForumPost |
solutions/portals/ |
|
Docs |
| ForumThread |
solutions/portals/ |
|
Docs |
| ForumThreadType |
solutions/portals/ |
|
Docs |
| GeoPin |
solutions/marketing/ |
|
Docs |
| Goal |
core/applicationCommon/ |
Target objective for a user or a team for a specified time period. |
Docs |
| GoalMetric |
core/applicationCommon/ |
Type of measurement for a goal, such as money amount or count. |
Docs |
| HealthcareService |
healthCare/electronicMedicalRecords/ |
The details of a healthcare service available at a location. |
Docs |
| Hotel |
marketing/eventManagement/ |
This represents a single hotel property (for e.g, Marriott in Bellevue). Each individual property belongs to a Hotel Group (e.g., Marriott) which is represented by an Account |
Docs |
| HotelRoomAllocation |
marketing/eventManagement/ |
This entity records the number of rooms that are allocated from a single hotel for guests of a single event. |
Docs |
| HotelRoomReservation |
marketing/eventManagement/ |
Each record of this type tracks a single request made by an event attendee (through the registration portal) to reserve a hotel room from the available hotel allocations |
Docs |
| Idea |
solutions/portals/ |
An idea belonging to a portal Idea Forum. |
Docs |
| IdeaForum |
solutions/portals/ |
The root entity for portal Ideas. |
Docs |
| IncidentKnowledgeBaseRecord |
crmCommon/service/ |
|
Docs |
| Indicator |
accelerators/nonProfit/ |
An Indicator describes what will be measured to track evidence of a Result. Indicators can be qualitative or quantitative and may or may not be aggregable. |
Docs |
| IndicatorValue |
accelerators/nonProfit/ |
A quantitative or qualitative value of measurement of an Indicator |
Docs |
| InvalidRecipientAddress |
marketing/interactions/ |
|
Docs |
| InvalidSenderAddress |
marketing/interactions/ |
|
Docs |
| Invitation |
solutions/portals/ |
Send invitations to existing contacts or email addresses and assign them to web roles upon redemption. |
Docs |
| Invitation |
marketing/eventManagement/ |
Send invitations to existing contacts or email addresses and assign them to web roles upon redemption. |
Docs |
| InviteRedemption |
solutions/portals/ |
Holds information about the redemption of an invite. |
Docs |
| Invoice |
crmCommon/sales/ |
Order that has been billed. |
Docs |
| InvoiceProduct |
crmCommon/sales/ |
Line item in an invoice containing detailed billing information for a product. |
Docs |
| KnowledgeArticle |
core/applicationCommon/ |
Organizational knowledge for internal and external use. |
Docs |
| KnowledgeArticle |
applicationCommon/foundationCommon/ |
Organizational knowledge for internal and external use. |
Docs |
| KnowledgeArticleCategory |
core/applicationCommon/ |
Category for a Knowledge Article. |
Docs |
| KnowledgeArticleIncident |
crmCommon/service/ |
Association between an knowledge article and incident. |
Docs |
| KnowledgeArticleViews |
core/applicationCommon/ |
No of times an article is viewed per day |
Docs |
| KnowledgeArticleViews |
solutions/portals/ |
No of times an article is viewed per day |
Docs |
| KnowledgeBaseRecord |
core/applicationCommon/ |
Metadata of knowledge base (KB) articles associated with Microsoft Dynamics 365 entities. |
Docs |
| Layout |
marketing/eventManagement/ |
The layout entity is to provide users a quick way to specify the various different layouts that a single room can be arranged in and the maximum capacity of the room as a result of the change. |
Docs |
| Lead |
foundationCommon/crmCommon/ |
Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived. |
Docs |
| Lead |
accelerators/nonProfit/ |
Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived. |
Docs |
| Lead |
solutions/marketing/ |
Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived. |
Docs |
| LeadAddress |
foundationCommon/crmCommon/ |
Address information for a lead. |
Docs |
| LeadCompetitors |
crmCommon/sales/ |
|
Docs |
| LeadProduct |
crmCommon/sales/ |
|
Docs |
| LeadScoreBoost |
marketing/interactions/ |
|
Docs |
| LeadScoringModel |
marketing/marketingLeads/ |
|
Docs |
| Ledger |
foundationCommon/financialCommon/ |
The collection of all accounts making up the central repository of accounting data for a company. |
Docs |
| Letter |
core/applicationCommon/ |
Activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter. |
Docs |
| Letter |
foundationCommon/crmCommon/ |
Activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter. |
Docs |
| LinkedInAccount |
marketing/LinkedInLeads/ |
The LinkedIn account where forms are created and published. |
Docs |
| LinkedInCampaign |
marketing/LinkedInLeads/ |
Campaign used to capture submissions from prospects. |
Docs |
| LinkedInFormQuestion |
marketing/LinkedInLeads/ |
|
Docs |
| LinkedInFormSubmissionAnswer |
marketing/LinkedInLeads/ |
Answers to individual questions on a form submitted by a LinkedIn member |
Docs |
| LinkedInLeadGenForm |
marketing/LinkedInLeads/ |
Form shown to prospects on LinkedIn |
Docs |
| LinkedInLeadGenFormSubmission |
marketing/LinkedInLeads/ |
Submissions from prospects on LinkedIn |
Docs |
| ListForm |
solutions/marketing/ |
|
Docs |
| Location |
healthCare/electronicMedicalRecords/ |
Details and position information for a physical place where services are provided and resources and participants may be stored, found, contained or accommodated. |
Docs |
| MainAccount |
foundationCommon/financialCommon/ |
An account whose balance is displayed in major financial statements |
Docs |
| MainAccountCategory |
foundationCommon/financialCommon/ |
Provides categorization of main accounts |
Docs |
| MarketingEmail |
solutions/marketing/ |
|
Docs |
| MarketingForm |
solutions/marketing/ |
|
Docs |
| MarketingList |
foundationCommon/crmCommon/ |
Group of existing or potential customers created for a marketing campaign or other sales purposes. |
Docs |
| MarketingList |
solutions/marketing/ |
Group of existing or potential customers created for a marketing campaign or other sales purposes. |
Docs |
| MarketingListMember |
foundationCommon/crmCommon/ |
Item in a marketing list. |
Docs |
| MarketingPage |
solutions/marketing/ |
|
Docs |
| MarketingWebsite |
solutions/marketing/ |
|
Docs |
| MedicationAdministration |
healthCare/electronicMedicalRecords/ |
Describes the event of a patient consuming or otherwise being administered a medication. |
Docs |
| MedicationRequest |
healthCare/electronicMedicalRecords/ |
An order or request for both supply of the medication and the instructions for administration of the medication to a patient. |
Docs |
| Note |
core/applicationCommon/ |
Note that is attached to one or more objects, including other notes. |
Docs |
| Objective |
accelerators/nonProfit/ |
Used for the purpose of reporting on goals or strategies outside of program boundaries. For example, "Advocacy" may be an objective of both "Health Care" and "Education". An objective is often a step above program in terms of hierarchy. So, a Foundation may have 5 key objectives to fund for a particular fiscal year. Related and underneath objectives like Advocacy, Job Training, and Literarcy might be any number of additional, related programs, all of which are seeking to award grants to qualified grant seekers. |
Docs |
| Observation |
healthCare/electronicMedicalRecords/ |
Measurements and simple assertions made about a patient, device or other subject. |
Docs |
| OfacMatch |
accelerators/nonProfit/ |
Prospective, pending and closed "deals" or gifts. This entity allows nonprofit organizations to track their efforts to build relationships with prospective donors. The following information is commonly tracked on opportunities: assigned fundraiser(s), ask amounts, campaigns designated funds given to, etc. Opportunity pipeline management allows development and gift officers to forecast likely gifts by when they are going to close, very similar to the way a salesperson tracks and manages sales opportunities. It must be possible in a CRM or application to associate an opportunity to a campaign to measure the ROI of specific marketing programs. |
Docs |
| Opportunity |
crmCommon/sales/ |
Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion. |
Docs |
| Opportunity |
accelerators/nonProfit/ |
Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion. |
Docs |
| Opportunity |
solutions/portals/ |
Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion. |
Docs |
| OpportunityClose |
crmCommon/sales/ |
Activity that is created automatically when an opportunity is closed, containing information such as the description of the closing and actual revenue. |
Docs |
| OpportunityCompetitors |
crmCommon/sales/ |
|
Docs |
| OpportunityProduct |
crmCommon/sales/ |
Association between an opportunity and a product. |
Docs |
| OpportunityRelationship |
crmCommon/sales/ |
Relationship between an account or contact and an opportunity. |
Docs |
| Order |
crmCommon/sales/ |
Quote that has been accepted. |
Docs |
| OrderClose |
crmCommon/sales/ |
Activity generated automatically when an order is closed. |
Docs |
| OrderProduct |
crmCommon/sales/ |
Line item in a sales order. |
Docs |
| Organization |
core/applicationCommon/ |
Top level of the Microsoft Dynamics 365 business hierarchy. The organization can be a specific business, holding company, or corporation. |
Docs |
| Organization |
applicationCommon/foundationCommon/ |
Top level of the Microsoft Dynamics 365 business hierarchy. The organization can be a specific business, holding company, or corporation. |
Docs |
| OutOfEmailCredits |
marketing/interactions/ |
|
Docs |
| Owner |
core/applicationCommon/ |
Group of undeleted system users and undeleted teams. Owners can be used to control access to specific objects. |
Docs |
| PageTemplate |
solutions/portals/ |
URL of the .aspx page used to create new webpages. |
Docs |
| Pass |
marketing/eventManagement/ |
Information about passes. |
Docs |
| PassThroughActivityContactProcessed |
marketing/interactions/ |
|
Docs |
| PaymentAsset |
accelerators/nonProfit/ |
Specific types of payments, including in-kind gifts, stock and securities that are classified as assets require non-profits to follow specific reporting rules. Managing these gifts tends to be very manual work for nonprofit development operations staff. These gifts come in through a bank, must be manually reviewed and entered into a batch. Often there are questions that need to be answered before a gift entry can be completed with ease. |
Docs |
| PaymentMethod |
accelerators/nonProfit/ |
This is a parent entity for Payment Method customizations that may be supported by an application. Possible extensions could be to support credit cards, EFT, cryptocurrency, mobile payments, or rewards points. |
Docs |
| PaymentProcessor |
accelerators/nonProfit/ |
This is a placeholder entity referenced by the Payment Method object. It is intended to be customized with configuration data necessary to connect to a payment processor and authorize payments. |
Docs |
| PaymentSchedule |
accelerators/nonProfit/ |
A gift transaction can be a one-time payment or a recurring payment (ie, monthly/sustainer giving). In addition, it can be a pledge (ie, promise) of a future payment or a current/received payment. |
Docs |
| PhoneCall |
core/applicationCommon/ |
Activity to track a telephone call. |
Docs |
| PhoneCall |
foundationCommon/crmCommon/ |
Activity to track a telephone call. |
Docs |
| PhoneCall |
solutions/marketing/ |
Activity to track a telephone call. |
Docs |
| PlannedGiving |
accelerators/nonProfit/ |
A planned gift is a major gift made during a donor's lifetime or at the time of their death that involves their estate and tax planning. There are many forms of planned giving, but the three most common vehicles are CRTs (Charitable Remainder Trusts), Bequests and Annuities, which all have different tax benefits and financial reconciliation guidelines for the nonprofit organization. Planned gifts are in contrast to annual gifts, which are made through a donor's discretionary income and not tied to an estate. |
Docs |
| Poll |
solutions/portals/ |
|
Docs |
| PollOption |
solutions/portals/ |
|
Docs |
| PollPlacement |
solutions/portals/ |
|
Docs |
| PollSubmission |
solutions/portals/ |
|
Docs |
| PortalLanguage |
solutions/portals/ |
Lists the languages supported by the Portal |
Docs |
| Position |
core/applicationCommon/ |
Position of a user in the hierarchy |
Docs |
| PractitionerQualification |
healthCare/electronicMedicalRecords/ |
Qualifications obtained by training and certification. |
Docs |
| PractitionerRole |
healthCare/electronicMedicalRecords/ |
A specific set of Roles/Locations/specialties/services that a practitioner may perform at an organization for a period of time. |
Docs |
| Preference |
accelerators/nonProfit/ |
Typically tracks an abundance of constituent or organization information that doesn't live cleanly on an account or contact record, or that can be associated with both an Account and a Contact. Examples: personal interests, additional communication preferences like desire to receive a newsletter, specific outreach the constituent wants, and additional affiliation information like Constituent Type associations and ratings. Preferences also typically store demographic information in a series of dependent picklists: Category, Subcategory, Type, Subtype. Most commonly, only two or three of the fields in this dependent hierarchy will be used. |
Docs |
| PreviousEducation |
education/higherEducation/ |
The previous education history for a student. |
Docs |
| PriceList |
applicationCommon/foundationCommon/ |
Entity that defines pricing levels. |
Docs |
| PriceListItem |
applicationCommon/foundationCommon/ |
Information about how to price a product in the specified price level, including pricing method, rounding option, and discount type based on a specified product unit. |
Docs |
| PriceListItem |
crmCommon/sales/ |
Information about how to price a product in the specified price level, including pricing method, rounding option, and discount type based on a specified product unit. |
Docs |
| Procedure |
healthCare/electronicMedicalRecords/ |
An action that is or was performed on a patient. This can be a physical intervention like an operation, or less invasive like counseling or hypnotherapy. |
Docs |
| Product |
applicationCommon/foundationCommon/ |
Information about products and their pricing information. |
Docs |
| Product |
healthCare/electronicMedicalRecords/ |
Information about products and their pricing information. |
Docs |
| ProductAssociation |
applicationCommon/foundationCommon/ |
Instance of a product added to a bundle or kit. |
Docs |
| ProductRelationship |
applicationCommon/foundationCommon/ |
Information about the selling relationship between two products, including the relationship type, such as up-sell, cross-sell, substitute, or accessory. |
Docs |
| ProductSalesLiterature |
crmCommon/sales/ |
|
Docs |
| Program |
education/higherEducation/ |
The master list of all program levels offered by the institution. |
Docs |
| ProgramLevel |
education/higherEducation/ |
Collection of all Program Levels offered by the institution |
Docs |
| ProgramVersion |
education/higherEducation/ |
The master list of all program versions defined by the institution. |
Docs |
| ProgramVersionDetail |
education/higherEducation/ |
The master list of program versions start dates defined by the institution. |
Docs |
| Property |
applicationCommon/foundationCommon/ |
Information about a product property. |
Docs |
| PropertyAssociation |
applicationCommon/foundationCommon/ |
Association of a property definition with another entity in the system. |
Docs |
| PropertyInstance |
applicationCommon/foundationCommon/ |
Instance of a property with its value. |
Docs |
| PropertyInstance |
crmCommon/sales/ |
Instance of a property with its value. |
Docs |
| PropertyOptionSetItem |
applicationCommon/foundationCommon/ |
Item with a name and value in a property option set type. |
Docs |
| PublishingState |
solutions/portals/ |
|
Docs |
| Queue |
core/applicationCommon/ |
A list of records that require action, such as accounts, activities, and cases. |
Docs |
| QueueItem |
core/applicationCommon/ |
A specific item in a queue, such as a case record or an activity record. |
Docs |
| QuickCampaign |
foundationCommon/crmCommon/ |
System operation used to perform lengthy and asynchronous operations on large data sets, such as distributing a campaign activity or quick campaign. |
Docs |
| Quote |
crmCommon/sales/ |
Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer. |
Docs |
| QuoteClose |
crmCommon/sales/ |
Activity generated when a quote is closed. |
Docs |
| QuoteProduct |
crmCommon/sales/ |
Product line item in a quote. The details include such information as product ID, description, quantity, and cost. |
Docs |
| RatingModel |
applicationCommon/foundationCommon/ |
Represents a model to evaluate skills or other related entities. |
Docs |
| RatingValue |
applicationCommon/foundationCommon/ |
A unique value associated with a rating model that allows providing a user friendly rating value. |
Docs |
| Recommendation |
accelerators/nonProfit/ |
This is the mechanism through which Foundations provide recommendations back to a grant applicant. |
Docs |
| RecurringAppointment |
core/applicationCommon/ |
The Master appointment of a recurring appointment series. |
Docs |
| RecurringAppointment |
foundationCommon/crmCommon/ |
The Master appointment of a recurring appointment series. |
Docs |
| RedirectLinkClicked |
marketing/interactions/ |
|
Docs |
| ReferralRequest |
healthCare/electronicMedicalRecords/ |
Used to record and send details about a request for referral service or transfer of a patient to the care of another provider or provider organization. |
Docs |
| RegistrationResponse |
marketing/eventManagement/ |
|
Docs |
| RegistrationStatus |
education/higherEducation/ |
The master list of registration statuses tracked by the institution. The registration status is associated to the student course history. |
Docs |
| RelatedPerson |
healthCare/electronicMedicalRecords/ |
Information about a person that is involved in the care for a patient, but who is not the target of healthcare, nor has a formal responsibility in the care process. |
Docs |
| Report |
accelerators/nonProfit/ |
A status report submitted by an awardee to the granting entity (i.e., a Foundation) to report on what impact has been accomplished to date through the funds awarded to them. |
Docs |
| Request |
accelerators/nonProfit/ |
Represents a request from an individual or institution for funding or support. A request is more formal than an inquiry (LOI) and typically happens after an inquiry has already occurred. |
Docs |
| Resource |
crmCommon/service/ |
User or facility/equipment that can be scheduled for a service. |
Docs |
| ResourceExpansion |
crmCommon/service/ |
Resource Expansions. |
Docs |
| ResourceSpecification |
crmCommon/service/ |
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. |
Docs |
| Result |
accelerators/nonProfit/ |
A Result is a container that represents the changes in the context in which an organization operates Delivery Frameworks (i.e. Programs, Projects). |
Docs |
| Review |
accelerators/nonProfit/ |
The internal assessment of a Request made by a staff member (or team) and all of the relevant information that needs to be tracked at the "review" stage of an application. |
Docs |
| RiskAssessment |
healthCare/electronicMedicalRecords/ |
An assessment of the likely outcome(s) for a patient or other subject as well as the likelihood of each outcome. |
Docs |
| Room |
marketing/eventManagement/ |
A room is where a session may be held. A single room can be used in multiple different layouts which has a direct impact on the max. occupancy of the room. |
Docs |
| SLA |
core/applicationCommon/ |
Contains information about the tracked service-level KPIs for cases that belong to different customers. |
Docs |
| SLAItem |
core/applicationCommon/ |
Contains information about a tracked support KPI for a specific customer. |
Docs |
| SLAKPIInstance |
core/applicationCommon/ |
Service level agreement (SLA) key performance indicator (KPI) instance that is tracked for an individual case |
Docs |
| SLAKPIInstance |
crmCommon/service/ |
Service level agreement (SLA) key performance indicator (KPI) instance that is tracked for an individual case |
Docs |
| SalesAttachment |
crmCommon/sales/ |
Item in the sales literature collection. |
Docs |
| SalesLiterature |
crmCommon/sales/ |
Storage of sales literature, which may contain one or more documents. |
Docs |
| Salutation |
accelerators/nonProfit/ |
The way a donor or prospect is commonly addressed via written communication (lhard-copy letters, emails, etc.). It is typical for nonprofits and foundations to address major donors by different salutations depending on the scenario. A Medical Doctor could be addressed as "Doctor" when the organization reaches out regarding in-country field volunteerism the person performs. On the other hand, the same individual might be referred to as Mrs. Smith as part of her household being solicited for a major gift. |
Docs |
| SchedulerActivityContactProcessed |
marketing/interactions/ |
|
Docs |
| SchedulingGroup |
crmCommon/service/ |
Resource group or team whose members can be scheduled for a service. |
Docs |
| Segment |
solutions/marketing/ |
|
Docs |
| SegmentRelationshipEdited |
marketing/interactions/ |
|
Docs |
| SegmentSubscribed |
marketing/interactions/ |
|
Docs |
| SegmentUnsubscribed |
marketing/interactions/ |
|
Docs |
| Service |
crmCommon/service/ |
Activity that represents work done to satisfy a customer's need. |
Docs |
| ServiceActivity |
crmCommon/service/ |
Activity offered by the organization to satisfy its customer's needs. Each service activity includes date, time, duration, and required resources. |
Docs |
| ServiceContractContact |
crmCommon/service/ |
Item in a Service contract. |
Docs |
| Session |
marketing/eventManagement/ |
|
Docs |
| SessionRegistration |
marketing/eventManagement/ |
|
Docs |
| SessionTrack |
marketing/eventManagement/ |
|
Docs |
| Site |
crmCommon/service/ |
Location or branch office where an organization does business. An organization can have multiple sites. |
Docs |
| SocialActivity |
core/applicationCommon/ |
For internal use only. |
Docs |
| SocialActivity |
foundationCommon/crmCommon/ |
For internal use only. |
Docs |
| SocialProfile |
core/applicationCommon/ |
This entity is used to store social profile information of its associated account and contacts on different social channels. |
Docs |
| Speaker |
marketing/eventManagement/ |
Speaker bios of individuals speaking at an event |
Docs |
| SpeakerEngagement |
marketing/eventManagement/ |
|
Docs |
| SplitterActivityContactProcessed |
marketing/interactions/ |
|
Docs |
| SponsorableArticle |
marketing/eventManagement/ |
An item or a group of items that can be sponsored |
Docs |
| Sponsorship |
marketing/eventManagement/ |
|
Docs |
| StudentProgramType |
education/higherEducation/ |
The master list of program types defined by the institution, such as major, minor, or concentration. |
Docs |
| StudentStatus |
education/higherEducation/ |
The master list of student statuses defined by the institution. |
Docs |
| SurveyResponse |
marketing/interactions/ |
|
Docs |
| Tag |
solutions/portals/ |
|
Docs |
| Task |
core/applicationCommon/ |
Generic activity representing work needed to be done. |
Docs |
| Task |
crmCommon/service/ |
Generic activity representing work needed to be done. |
Docs |
| Task |
solutions/marketing/ |
Generic activity representing work needed to be done. |
Docs |
| Task |
healthCare/electronicMedicalRecords/ |
Generic activity representing work needed to be done. |
Docs |
| Team |
core/applicationCommon/ |
Collection of system users that routinely collaborate. Teams can be used to simplify record sharing and provide team members with common access to organization data when team members belong to different Business Units. |
Docs |
| Territory |
core/applicationCommon/ |
Territory represents sales regions. |
Docs |
| TestScore |
education/higherEducation/ |
Test scores for a Student Contact |
Docs |
| TestType |
education/higherEducation/ |
Type of test taken by a Student Contact |
Docs |
| Transaction |
accelerators/nonProfit/ |
Transactions (also referred to as donations) represent payments from the donor, contact, account or organization to the nonprofit. Transaction records must track valuable information about the gift or items transferred from a constituent to a nonprofit organization. Critical transaction information to capture and provide audit capabilities around include what payment method was used, what channel the gift came in through, whether an adjustment was made (and on what date for what amount?), when was the transaction received vs. processed vs. reconciled and more. |
Docs |
| TriggerActivityContactProcessed |
marketing/interactions/ |
|
Docs |
| TriggerCrmWorkflowActivityContactProcessed |
marketing/interactions/ |
|
Docs |
| Unit |
applicationCommon/foundationCommon/ |
Unit of measure. |
Docs |
| UnitGroup |
applicationCommon/foundationCommon/ |
Grouping of units. |
Docs |
| User |
core/applicationCommon/ |
Person with access to the Microsoft CRM system and who owns objects in the Microsoft CRM database. |
Docs |
| User |
crmCommon/service/ |
Person with access to the Microsoft CRM system and who owns objects in the Microsoft CRM database. |
Docs |
| Venue |
marketing/eventManagement/ |
The Venue describes the location at which all event sessions and activities take place. A single event venue can be comprised of zero or more buildings, each of which can have zero or more rooms where sessions take place. |
Docs |
| WaitlistItem |
marketing/eventManagement/ |
|
Docs |
| WebFile |
solutions/portals/ |
Storage of files used in the web Portals. |
Docs |
| WebFileLog |
solutions/portals/ |
A record of the download of a web file |
Docs |
| WebPage |
solutions/portals/ |
Webpage |
Docs |
| WebPageLog |
solutions/portals/ |
A record of a user viewing a Web Page |
Docs |
| WebRole |
solutions/portals/ |
Sets the user's role for the Portal. |
Docs |
| WebTemplate |
solutions/portals/ |
|
Docs |
| Website |
solutions/portals/ |
Web Portal |
Docs |
| Website |
solutions/marketing/ |
|
Docs |
| WebsiteClicked |
marketing/interactions/ |
|
Docs |
| WebsiteLanguage |
solutions/portals/ |
Languages supported and publishing status for the portal |
Docs |
| WebsiteVisited |
marketing/interactions/ |
|
Docs |
| customerAddressInline |
core/applicationCommon/ |
|
Docs |
