crmbaseentity EntityType
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
Description: [No Description]
Display Name: [No Display Name]
Entity types that inherit from crmbaseentity
Operations using the crmbaseentity entity type.
The crmbaseentity entity type has no properties.
The crmbaseentity entity type has no lookup properties.
The crmbaseentity entity type has no single-valued navigation properties.
The crmbaseentity entity type has no collection-valued navigation properties.
Entity types that inherit from crmbaseentity
The following entity types inherit from the crmbaseentity entity type.
Name |
Description |
---|---|
Business that represents a customer or potential customer. The company that is billed in business transactions. |
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Action card entity to show action cards. |
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MIME attachment for an activity. |
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Person or group associated with an activity. An activity can have multiple activity parties. |
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Task performed, or to be performed, by a user. An activity is any action for which an entry can be made on a calendar. |
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Note that is attached to one or more objects, including other notes. |
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Year long fiscal calendar of an organization. A span of time during which the financial activities of an organization are calculated. |
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To provide specific CRM UI context .For internal use only |
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Process whose execution can proceed independently or in the background. |
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Attachment for an email activity. |
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Reservation entity representing the summary of the associated resource bookings. |
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Represents the line details of a resource booking. |
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Categorize resources that have capacity into categories such as roles. |
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Association entity to model the categorization of resources. |
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Associates resources with their characteristics and specifies the proficiency level of a resource for that characteristic. |
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Associates resources with resource groups that they are a member of. |
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Resource that has capacity which can be allocated to work. |
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Allows creation of multiple sub statuses mapped to a booking status option. |
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Record that was not deleted during a bulk deletion job. |
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User-submitted bulk deletion job. |
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Log used to track bulk operation execution, successes, and failures. |
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Announcement associated with an organization. |
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Business, division, or department in the Microsoft Dynamics 365 database. |
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Defines free/busy times for a service and for resources or resource groups, such as working, non-working, vacation, and blocked. |
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Calendar used by the scheduling system to define when an appointment or activity is to occur. |
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Work item of a campaign activity, such as a list or sales literature. |
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Work item in a campaign, a list or sales literature. |
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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. |
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Entity for categorizing records to make it easier for your customers to find them on portals and through search. |
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Skills, education and certifications of resources. |
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Additional addresses for a competitor. The first two addresses are stored in the competitor object. |
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Business competing for the sale represented by a lead or opportunity. |
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For internal use only. |
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Role describing a relationship between a two records. |
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Relationship between two entities. |
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Group or collection of people, equipment, and/or facilities that can be scheduled. |
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Person with whom a business unit has a relationship, such as customer, supplier, and colleague. |
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Line item in a contract that specifies the type of service a customer is entitled to. |
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Agreement to provide customer service during a specified amount of time or number of cases. |
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Template for a contract containing the standard attributes of a contract. |
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For internal use only. |
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Custom Control Resource Id |
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For internal use only. |
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Address and shipping information. Used to store additional addresses for an account or contact. |
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Data Performance Dashboard. |
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A component dependency in CRM. |
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Price reduction made from the list price of a product or service based on the quantity purchased. |
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Type of discount specified as either a percentage or an amount. |
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Used to store Document Templates in database in binary format. |
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Potential duplicate record. |
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Condition of a duplicate detection rule. |
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Rule used to identify potential duplicates. |
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Information about a product property. |
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Association of a property definition with another entity in the system. |
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Instance of a property with its value. |
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Item with a name and value in a property option set type. |
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Holds the Email Server Profiles of an organization |
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Defines the amount and type of support for a channel. |
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Defines the amount and type of support a customer should receive. |
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Contains predefined support terms for a channel to create entitlements for customers. |
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Contains predefined customer support terms that can be used to created entitlements for customers. |
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Resource that can be scheduled. |
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The mapping used to keep track of the IDs for items synced between CRM and Exchange. |
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Expired Process Business Process Flow |
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Container for feedback and ratings for knowledge articles. |
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Group of privileges used to categorize users to provide appropriate access to secured columns. |
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Profile which defines access level for secured attributes |
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Fixed monthly fiscal calendar of an organization. A span of time during which the financial activities of an organization are calculated. |
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Query that is used to filter the results of the goal rollup. |
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Target objective for a user or a team for a specified time period. |
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Unprocessed data from imported files. |
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Mapping for entities in a data map. |
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File name of file used for import. |
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For internal use only. |
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Failure reason and other detailed information for a record that failed to import. |
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Data map used in import. |
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Status and ownership information for an import job. |
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Service request case associated with a contract. |
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An invalid dependency in the CRM system. |
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Line item in an invoice containing detailed billing information for a product. |
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Order that has been billed. |
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Comment on a knowledge base article. |
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Structured content that is part of the knowledge base. |
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Template for a knowledge base article that contains the standard attributes of an article. |
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Association between an knowledge article and incident. |
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Organizational knowledge for internal and external use. |
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No of times an article is viewed per day |
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Metadata of knowledge base (KB) articles associated with Microsoft Dynamics 365 entities. |
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Language |
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Address information for a lead. |
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Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived. |
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Lead To Opportunity Sales Process Business Process Flow |
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Item in a marketing list. |
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Group of existing or potential customers created for a marketing campaign or other sales purposes. |
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Template for a mail merge document that contains the standard attributes of that document. |
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Type of measurement for a goal, such as money amount or count. |
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Information on relationships to be used to follow related entity's records for mobile offline profile item. |
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Information on entity availability to mobile devices in offline mode for a mobile offline profile item. |
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Information to administer and manage the data available to mobile devices in offline mode. |
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Monthly fiscal calendar of an organization. A span of time during which the financial activities of an organization are calculated. |
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New Process Business Process Flow |
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Office Graph Documents Description |
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Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion. |
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Association between an opportunity and a product. |
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Opportunity Sales Process Business Process Flow |
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Top level of the Microsoft Dynamics 365 business hierarchy. The organization can be a specific business, holding company, or corporation. |
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Group of undeleted system users and undeleted teams. Owners can be used to control access to specific objects. |
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Used to store Personal Document Templates in database in binary format. |
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Phone To Case Process Business Process Flow |
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Assembly that contains one or more plug-in types. |
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Trace and exception information generated by plug-ins and custom workflow activities. |
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Type that inherits from the IPlugin interface and is contained within a plug-in assembly. |
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Position of a user in the hierarchy |
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A comment on an activity feed post. |
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Represents a user following the activity feed of an object. |
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A like on an activity feed post. |
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Represents which object an activity feed post is regarding. For internal use only. |
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An activity feed post. |
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Entity that defines pricing levels. |
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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. |
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Stage associated with a process. |
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Instance of a product added to a bundle or kit. |
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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. |
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Information about products and their pricing information. |
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Information about the selling relationship between two products, including the relationship type, such as up-sell, cross-sell, substitute, or accessory. |
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Address and shipping information. Used to store additional addresses for a publisher. |
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A publisher of a CRM solution. |
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Quarterly fiscal calendar of an organization. A span of time during which the financial activities of an organization are calculated. |
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A specific item in a queue, such as a case record or an activity record. |
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A list of records that require action, such as accounts, activities, and cases. |
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Product line item in a quote. The details include such information as product ID, description, quantity, and cost. |
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Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer. |
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Represents a model to evaluate skills or other related entities. |
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A unique value associated with a rating model that allows providing a user friendly rating value. |
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Document Suggestions |
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Categories related to a report. A report can be related to multiple categories. |
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Data summary in an easy-to-read layout. |
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Resource group or team whose members can be scheduled for a service. |
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User or facility/equipment that can be scheduled for a service. |
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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. |
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Group of privileges used to categorize users to provide appropriate access to entities. |
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Grouping of security privileges. Users are assigned roles that authorize their access to the Microsoft CRM system. |
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Template for a role. Defines initial attributes that will be used when creating a new role. |
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Item in the sales literature collection. |
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Storage of sales literature, which may contain one or more documents. |
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Line item in a sales order. |
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Quote that has been accepted. |
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Saved query against the database. |
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System chart attached to an entity. |
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Filter that defines which SDK messages are valid for each type of entity. |
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Copy of an entity's attributes before or after the core system operation. |
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Stage in the execution pipeline that a plug-in is to execute. |
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Non-public custom configuration that is passed to a plug-in's constructor. |
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Message that is supported by the SDK. |
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Calendar representing the semi-annual span of time during which the financial activities of an organization are calculated. |
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Service endpoint that can be contacted. |
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Activity that represents work done to satisfy a customer's need. |
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Document libraries or folders on a SharePoint server from where documents can be managed in Microsoft Dynamics 365. |
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SharePoint site from where documents can be managed in Microsoft Dynamics 365. |
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Location or branch office where an organization does business. An organization can have multiple sites. |
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Contains information about a tracked support KPI for a specific customer. |
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Service level agreement (SLA) key performance indicator (KPI) instance that is tracked for an individual case |
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Contains information about the tracked service-level KPIs for cases that belong to different customers. |
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This entity is used to store social profile information of its associated account and contacts on different social channels. |
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A component of a CRM solution. |
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A solution which contains CRM customizations. |
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Information regarding subjects available in the system. |
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For internal use only. |
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Subscription Statistic Offline |
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Subscription Statistic Outlook |
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Used for offline sync, internal use only. |
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Used for outlook sync, internal use only. |
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Failure reason and other detailed information for a record that failed to sync. |
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Organization-owned entity customizations including form layout and dashboards. |
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Team template for an entity enabled for automatically created access teams. |
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Template for an email message that contains the standard attributes of an email message. |
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Territory represents sales regions. |
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Information that's used to set custom visual theme options for client applications. |
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For internal use only.` |
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Time zone definition, including name and time zone code. |
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Localized name of the time zone. |
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Definition for time conversion between local time and Coordinated Universal Time (UTC) for a particular time zone at a particular time period. |
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A trace log. |
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Currency in which a financial transaction is carried out. |
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Translation Process Business Process Flow |
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Unit of measure. |
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Grouping of units. |
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User-owned dashboards. |
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Saved database query that is owned by a user. |
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Chart attached to an entity. |
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User's preferred settings. |
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Data equivalent to files used in Web development. Web resources provide client-side components that are used to provide custom user interface elements. |
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Definition for a Web-based wizard. |
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Log used to track process execution. |
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Set of logical rules that define the steps necessary to automate a specific business process, task, or set of actions to be performed. |
Operations using the crmbaseentity entity type.
The following operations use the crmbaseentity entity type in a parameter or return type.
Name |
How used |
Description |
---|---|---|
Item Parameter |
Adds an item to a campaign activity. |
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Members Parameter |
Adds members to a list. |
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Principal Parameter |
Adds the specified principal to the list of queue members. |
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Target Parameter |
Moves an entity record from a source queue to a destination queue. |
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Record Parameter |
Adds a user to the auto created access team for the specified record. |
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Target Parameter |
Applies record creation and update rules to activities in 365 created as a result of the integration with external applications. |
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Target Parameter |
Applies the active routing rule to an incident. |
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Target Parameter |
Schedules or "books" an appointment, recurring appointment, or service appointment (service activity). |
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Target Parameter |
Calculates price in an opportunity, quote, order, and invoice. |
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OrderClose Parameter |
Cancels a sales order. |
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Entity Parameter |
Updates a duplicate rule (duplicate detection rule) and its related duplicate rule conditions. |
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ChildEntities Parameter |
Updates a duplicate rule (duplicate detection rule) and its related duplicate rule conditions. |
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ProcessInstanceId Parameter |
Converts a quote to a sales order. |
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Activity Parameter |
Creates a quick campaign to distribute an activity to members of a list (marketing list). |
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Owner Parameter |
Creates a quick campaign to distribute an activity to members of a list (marketing list). |
|
Source Parameter |
Creates translation of a knowledge article instance. |
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Language Parameter |
Creates translation of a knowledge article instance. |
|
ReturnType |
Creates translation of a knowledge article instance. |
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Source Parameter |
Creates a major or minor version of a knowledge article instance. |
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ReturnType |
Creates a major or minor version of a knowledge article instance. |
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Activity Parameter |
Creates a bulk operation that distributes a campaign activity. |
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Owner Parameter |
Creates a bulk operation that distributes a campaign activity. |
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ReturnType |
Performs a full-text search on knowledge articles in Dynamics 365 using the specified search text. |
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ReturnType |
Generates an invoice from an opportunity. |
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ReturnType |
Generates a quote from an opportunity. |
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ReturnType |
Generates a sales order (order) from an opportunity. |
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ReturnType |
Creates an email message from a template (email template). |
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Target Parameter |
Merges the information from two entity records of the same type. |
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Subordinate Parameter |
Merges the information from two entity records of the same type. |
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UpdateContent Parameter |
Merges the information from two entity records of the same type. |
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Activity Parameter |
Creates a quick campaign to distribute an activity to accounts, contacts, or leads that are selected by a query. |
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Owner Parameter |
Creates a quick campaign to distribute an activity to accounts, contacts, or leads that are selected by a query. |
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OpportunityCustomerId Parameter |
Qualifies a lead and create account, contact, and opportunity records that are linked to the originating lead record. |
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ProcessInstanceId Parameter |
Qualifies a lead and create account, contact, and opportunity records that are linked to the originating lead record. |
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ReturnType |
Qualifies a lead and create account, contact, and opportunity records that are linked to the originating lead record. |
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ListMember Parameter |
Qualifies the specified list and either override the list members or remove them according to the specified option. |
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FromPrincipal Parameter |
Reassigns all records that are owned by the security principal (user or team) to another security principal (user or team). |
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ToPrincipal Parameter |
Reassigns all records that are owned by the security principal (user or team) to another security principal (user or team). |
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ReassignPrincipal Parameter |
Reassigns all records that are owned by a specified user to another security principal (user or team). |
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Target Parameter |
Removes the parent for a system user (user) record. |
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Record Parameter |
Removes a user from the auto created access team for the specified record. |
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Target Parameter |
Reschedules an appointment, recurring appointment, or service appointment (service activity). |
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Target Parameter |
Reverts changes done to properties of a product family, product, or bundle record, and set it back to its last published (active) state. |
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Target Parameter |
Replaces the access rights on the target record for the specified security principal (user or team). |
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Revokee Parameter |
Replaces the access rights on the target record for the specified security principal (user or team). |
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Target Parameter |
Routes a queue item to a queue, a user, or a team. |
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Sender Parameter |
Sends bulk email messages. |
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Regarding Parameter |
Sends an e-mail message to a recipient using an e-mail template. |
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Target Parameter |
Sends an e-mail message to a recipient using an e-mail template. |
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Sender Parameter |
Sends a bulk email message that is created from a template. |
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Recipients Parameter |
Sends a bulk email message that is created from a template. |
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Regarding Parameter |
Sends a bulk email message that is created from a template. |
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ReassignPrincipal Parameter |
Moves a system user (user) to a different business unit. |
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EntityMoniker Parameter |
Sets localized labels for a limited set of entity attributes. |
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Target Parameter |
Sets the process that associates with a given target entity. The user can set to another business process or specify null to clear out the current process. |
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NewProcess Parameter |
Sets the process that associates with a given target entity. The user can set to another business process or specify null to clear out the current process. |
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NewProcessInstance Parameter |
Sets the process that associates with a given target entity. The user can set to another business process or specify null to clear out the current process. |
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Target Parameter |
Calculates the value of a rollup attribute. |
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ReturnType |
Calculates the value of a rollup attribute. |
|
ReturnType |
Retrieves all the time zone definitions for the specified locale and to return only the display name attribute. |
|
Source Parameter |
Increments the per day view count of a knowledge article record. |
|
ReturnType |
Increments the per day view count of a knowledge article record. |
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EntityMoniker Parameter |
Initializes a new record from an existing record. |
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ReturnType |
Initializes a new record from an existing record. |
|
Entity Parameter |
Validates the state transition. |
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BusinessEntity Parameter |
Detects and retrieves duplicates for a specified record. |
|
ReturnType |
Detects and retrieves duplicates for a specified record. |
|
ReturnType |
Retrieves the appointments for the current user for a specific date range from the exchange web service. |
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EntityMoniker Parameter |
Retrieves localized labels for a limited set of entity attributes. |
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ReturnType |
Retrieves the members of a bulk operation. |
|
ReturnType |
Retrieves any required solution components that are not included in the solution. |
|
Target Parameter |
Retrieves the access rights of the specified security principal (team or user) to the specified record. |
|
ReturnType |
TODO: RetrieveProcessInstances Function Description |
|
Entity Parameter |
Retrieves pages of posts, including comments for each post, for a specified record. |
|
ReturnType |
Retrieves a collection of solution components that are required for a solution component. |
|
Target Parameter |
Retrieves all the entity records that are related to the specified record. |
|
ReturnType |
Retrieves all the entity records that are related to the specified record. |
|
Target Parameter |
Validates a rule for a recurring appointment. |
See Also
Use the Microsoft Dynamics 365 Web API
Web API Action Reference
Web API Function Reference
Web API Query Function Reference
Web API EnumType Reference
Web API ComplexType Reference
Web API Metadata EntityType Reference
Microsoft Dynamics 365
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