Referral resources
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Article
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- 5 minutes to read
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Applies to:
These resources represent a sales lead direct from a customer, Microsoft, or another partner.
Referral
Represents the referral.
| Property |
Type |
Description |
| ID |
string |
The ID for this Referral. |
| EngagementID |
string |
The EngagementID for this Referral. Multiple referrals can be associated to a single EngagementID |
| Name |
string |
The name of the Referral. |
| ExternalReferenceID |
string |
An external identifier for the referral. Example: Store your own Dynamics 365 lead/opportunity ID |
| CreatedDateTime |
string in UTC date time format |
The date the referral was created. |
| UpdatedDateTime |
string in UTC date time format |
The date the referral was last updated. |
| ExpirationDateTime |
string in UTC date time format |
The date the referral will expire. |
| Status |
ReferralStatus |
An Enum with values that indicate the referral status. |
| Substatus |
ReferralSubstatus |
An Enum with values that indicate the referral sub status. |
| StatusReason |
string |
A descriptive message about the status. Example: Why was the referral lost? |
| ReferralType |
ReferralType |
Represents the referral type. |
| Qualification |
ReferralQualification |
Represents the quality of the referral. |
| CustomerProfile |
CustomerProfile |
Information about the customer. |
| Consent |
Consent |
Consent flags around sharing information with other organizations and allowing them to contact users. |
| Details |
ReferralDetails |
Customer details, notes, deal value, currency closing date. |
| Team |
Member |
Represents users in the organizations that are involved. |
| InviteContext |
InviteContext |
Represents additional information a user can provide when inviting another organization into the partner engagement. |
| ETag |
string |
ETags are used and required for concurrency checking when updating resources. |
| Target |
ReferralTarget |
Represents additional information a user can provide when inviting another organization into the partner engagement. |
ReferralStatus
An Enum with values that indicate the referral status.
| Value |
Description |
| None |
|
| New |
Represents a new referral. |
| Active |
Represents an active referral. |
| Closed |
Represents a closed referral. |
ReferralSubstatus
An Enum with values that indicate the referral status.
| Value |
Description |
| None |
|
| Pending |
Represents a new referral that is pending. |
| Received |
Represents a new referral that has been received. |
| Accepted |
Represents an active referral that has been accepted. |
| Won |
Represents a closed referral that has been won. |
| Lost |
Represents a closed referral that has been lost. |
| Declined |
Represents a closed referral that has been declined. |
| Expired |
Represents a closed referral that has expired. |
Status & Substatus transition states
| Status |
Allowed Status Transition |
Allowed Substatus |
| New |
New, Active, Closed |
Pending, Received |
| Active |
Active, Closed |
Accepted |
| Closed |
Closed |
Won, Lost, Declined, Expired |
ReferralType
An Enum with values that indicate the referral type.
| Property |
Description |
| Shared |
Represents a referral in which all parties involved will collaborate to close. |
| Independent |
Represents a referral in which two parties will collaborate to close. |
ReferralQualification
An Enum with values that indicate the referral status.
| Value |
Description |
| None |
Represents a referral that has no quality measure associated. |
| Direct |
Represents a referral that has been created directly by a customer. |
| MarketingQualified |
Represents a referral that has been generated via Microsoft marketing automation systems. |
| SalesQualified |
Represents a referral from a Microsoft sales agent. |
CustomerProfile
Contains the customer contact information.
| Property |
Type |
Description |
| Name |
string |
The customer organization name. |
| Address |
Address |
The address of the customer. |
| Size |
string |
The number of employees at the customer's organization. |
| Team |
Member |
The contacts for the customer's organization. |
| IDs |
CustomerProfileType |
An Array of values that indicate External IDs for the customer. |
CustomerProfileType
Contains the External IDs for the customer.
| Property |
Type |
Description |
| Duns |
string |
The Dun & Bradstreet number for the customer. |
| External |
string |
A customer ID unique to your organization. |
Address
An address to use for the customer.
| Property |
Type |
Description |
| AddressLine1 |
string |
The first line of the address. |
| AddressLine2 |
string |
The second line of the address. This property is optional. |
| City |
string |
The city. |
| State |
string |
The state. |
| PostalCode |
string |
The zip code or postal code |
| Country |
string |
The country/region in ISO 3166 2-letter country code format. |
| Region |
string |
The region. |
Member
Describes contact information for a specific individual.
| Property |
Type |
Description |
| FirstName |
string |
The contact's first name. |
| LastName |
string |
The contact's last name. |
| PhoneNumber |
string |
The contact's phone number. |
| Email |
string |
The contact's email address. |
| ContactPreference |
ContactPreference |
The contact's preference for receiving email notifications. |
Describes contact preferences for receiving email notifications.
| Property |
Type |
Description |
| Locale |
string |
The locale of the email notification. AllCultures, NeutralCultures, and SpecificCultures are supported |
| DisableNotifications |
bool |
Will disable email notifications for the user. |
Consent
Consent flags around sharing information with other organizations and allowing them to contact users.
| Property |
Type |
Description |
| ConsentToToShareInfoWithOthers |
boolean |
Indicates consent to share personal data with others. |
| ConsentToContact |
boolean |
Indicates consent to contact users. |
InviteContext
Additional information that can be shared when inviting another organization.
| Property |
Type |
Description |
| Notes |
string |
Additional notes for the receiving organization. |
| InvitedBy |
InvitedBy |
The organization ID that sent the referral. |
InvitedBy
Additional information that can be shared when inviting another organization.
| Property |
Type |
Description |
| OrganizationID |
string |
The organization ID that sent the referral. |
| OrganizationName |
string |
The organization name that sent the referral. |
ReferralDetails
Represents the referral details.
| Property |
Type |
Description |
| Notes |
string |
Additional notes for the receiving organization. |
| DealValue |
decimal |
Value of the referral. |
| Currency |
string |
The ISO 4217 currency symbol |
| ClosingDateTime |
string in UTC date time format |
Date the customer is looking to close by. |
| Requirements |
ReferralRequirements |
Industry, products, service type, and solutions the customer is interested in. |
ReferralRequirements
Contains the customer requirements.
| Property |
Type |
Description |
| Industries |
Tag |
The industries the customer is interested in. |
| Products |
Tag |
The products the customer is interested in. |
| Services |
Tag |
The services the customer is interested in. |
| Solutions |
SolutionTag |
The solutions the customer is interested in. |
SolutionTag
Contains the solution details.
| Property |
Type |
Description |
| ID |
string |
The ID of the solution. |
| Name |
string |
The name of the solution. |
| SolutionType |
SolutionType |
The type of solution. |
SolutionType
An Enum with values that indicate the solution type.
| Property |
Description |
| None |
|
| Category |
Leverages pre-defined solution names. |
| Name |
Ability to reference solutions from the Microsoft catalog. |
Target
Describes the Referral Target.
| Property |
Type |
Description |
| ID |
string |
The ID of the referral target. |
| Type |
ReferralTargetType |
Referral target type |
TargetType
An Enum with values that indicate the solution type.
| Property |
Description |
| None |
|
| BusinessProfileLocation |
Profile location from the partner business profile. |
| SolutionProfile |
Solution profile of the partner. |
Tag
Describes the tag.
| Property |
Type |
Description |
| ID |
string |
The ID for this tag. |
Products
| Value |
| Azure |
| EnterpriseMobilityAndSecurity |
| Exchange |
| DeveloperTools |
| Dynamics365Business |
| Dynamics365Enterprise |
| DynamicsAX,GP,NAV,SL |
| Microsoft365 |
| Office |
| PowerBI |
| Project |
| SharePoint |
| SkypeForBusiness |
| Surface |
| SurfaceHub |
| SQL |
| Teams |
| Visio |
| Windows |
| Yammer |
Services
| Value |
| ConsultingAndProfessional |
| CustomSolution(ISV) |
| DeploymentOrMigration |
| Hardware |
| Integration |
| IPServices(ISV) |
| LearningAndCertification |
| Licensing |
| ManagedServices |
| ProjectServices |
Industries
| Value |
| Agriculture, Forestry, & Fishing |
| Communications & Media |
| Education |
| Financial Services |
| Government |
| Healthcare |
| Hospitality |
| Manufacturing |
| Power & Utilities |
| Public Safety and National Security |
| Retail & Consumer Goods |
| Services |
| Travel & Transportation |
| Wholesale & Distribution |
Solutions
| Value |
| AdvancedAnalytics |
| ApplicationIntegration |
| ArtificialIntelligence |
| AzureSecurityOperationManagement |
| AzureStack |
| BackupDisasterRecovery |
| BigData |
| Blockchain |
| Chatbot |
| CloudDatabaseMigration |
| CloudMigration |
| CloudVoice |
| CognitiveServices |
| CompetitiveDatabaseMigration |
| Containers |
| DataWarehouse |
| DatabaseonLinux |
| DevelopmentandTest |
| DevOps |
| DigitalMedia |
| Dynamics365forCustomerService |
| Dynamics365forFieldService |
| Dynamics365forFinanceOperations |
| Dynamics365forRetail |
| Dynamics365forSales |
| Dynamics365forTalent |
| DynamicsonAzure |
| EnterpriseBusinessIntelligence |
| Gaming |
| HighPerformanceComputing |
| HybridStorage |
| IdentityandAccessManagement |
| InformationManagement |
| InternetofThings |
| MachineLearning |
| Microserviceapplications |
| MobileApplications |
| MySQLPostgresMigrationtoAzure |
| Networking |
| NoSQLMigration |
| RedhatonAzure |
| RegulatoryComplianceGDPR |
| SAPonAzure |
| ServerlessComputing |
| SharepointonAzure |
| SQLServerUpgrade |
| ThreatProtection |
| WebDevelopment |
Customer Size
| Value |
| 1to50employees |
| 51to500employees |
| Morethan500employees |
| 1to9employees |
| 10to50employees |
| 51to250employees |
| 251to1000employees |
| 1001to5000employees |
| 5001to10000employees |
| 10001to20000employees |
| Morethan20000employees |
Next steps