Overview of StoreOperationsAssistClienteling

Store Operations Assist Foundation Clienteling CDM entity definitions

Entities

Name	Description
BusinessUnit	Business, division, or department in the Microsoft Dynamics 365 database.
Contact	Person with whom a business unit has a relationship, such as customer, supplier, and colleague.
CustomerDerivedBrandInsight	Entity to capture the Insights of Customer Orders, based on Product Brand
CustomerDerivedCategoryInsight	Entity to capture the Insights of Customer Orders, based on Product Category
CustomerDerivedOrderInsight	Entity to capture the Insights of Customer Orders
LoyaltyAccount	Loyalty account details of user
LoyaltyAccountCreditHistory	Credit transaction history for loyalty account. Any debits are reflected by deactivating existing credits and creating new adjusted credits
LoyaltyCard	Store card details associated to loyalty account
LoyaltyProgram	Definition of loyalty program and associated tiers
OrderProduct	Line item in a sales order.
RetailAppointment	Stores appointment information between Dynamics user and their customer
RetailAppointmentType	Appointment definition including description and duration
Team	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.
User	Person with access to the Microsoft CRM system and who owns objects in the Microsoft CRM database.