Function
Name | Description |
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Calculates the total time, in minutes, that you used while you worked on an incident (case). | |
Contains the data that is needed to check whether the incoming email message should be promoted to the Microsoft Dynamics CRM system. | |
Downloads a report definition. | |
Converts the calendar rules to an array of available time blocks for the specified period. | |
Exports localizable fields values to a compressed file. | |
Retrieves all the time zone definitions for the specified locale and to return only the display name attribute. | |
Retrieves the default price level (price list) for the current user based on the user’s territory relationship with the price level. | |
Retrieves distinct values from the parse table for a column in the source file that contains list values. | |
Retrieves the source-file column headings; or retrieve the system-generated column headings if the source file does not contain column headings. | |
Retrieves the history limit for a report. | |
Retrieves the time zone code for the specified localized time zone name. | |
Retrieves a list of all the entities that can participate in a Many-to-Many entity relationship. | |
Retrieves a list of entity logical names that are valid as the primary entity (one) from the specified entity in a one-to-many relationship. | |
Retrieves the set of entities that are valid as the related entity (many) to the specified entity in a one-to-many relationship. | |
Determines whether a solution component is customizable. | |
Determines whether data encryption is currently running (active or inactive). | |
Searches the specified resource for an available time block that matches the specified parameters. | |
Retrieves the absolute URL and the site collection URL for a SharePoint location record in Microsoft Dynamics CRM. | |
Retrieves the collection of users that report to the specified system user (user). | |
Retrieve the data that defines the content and behavior of the application ribbon. | |
Retrieves the list of database partitions that are used to store audited history data. | |
Retrieves the list of language packs that are installed and enabled on the server. | |
Retrieves all business units from the business unit hierarchy. | |
Retrieves all resources that are related to the specified resource group | |
Retrieves the resource groups (scheduling groups) that contain the specified resource. | |
Retrieves the top-ten articles about a specified product from the knowledge base of articles for the organization | |
Retrieves the top-ten articles about a specified subject from the knowledge base of articles for your organization. | |
Retrieve information about the current organization. | |
Retrieves the data encryption key value. | |
Retrieves a collection of dependency records that describe any solution components that would prevent a solution component from being deleted. | |
Retrieves a list of the solution component dependencies that can prevent you from uninstalling a managed solution. | |
Retrieves a list dependencies for solution components that directly depend on a solution component. | |
Retrieves the type of license for a deployment of Microsoft Dynamics CRM. | |
Retrieves a list of language packs that are installed on the server that have been disabled. | |
Retrieves ribbon definitions for an entity. | |
Retrieves the exchange rate. | |
Retrieves the formatted results from an import job. | |
Retrieves the list of language packs that are installed on the server. | |
Retrieves the version of an installed language pack. | |
Retrieves the number of used and available licenses for a deployment of Microsoft Dynamics CRM. | |
Retrieves folder-level tracking rules for a mailbox. | |
Retrieves the members of a bulk operation. | |
Retrieves a list of missing components in the target organization. | |
Retrieves any required solution components that are not included in the solution. | |
Retrieves the resources that are used by an organization. | |
Retrieves the collection of the parent resource groups of the specified resource group (scheduling group). | |
Retrieves the data from the parse table. | |
Retrieves pages of posts, including comments for each post, for all records that the calling user is following. | |
Retrieves all the secured attribute privileges a user or team has through direct or indirect (through team membership) associations with the FieldSecurityProfile entity. | |
For internal use only. | |
Retrieves the set of privileges defined in the system. | |
Retrieve all the property instances (dynamic property instances) for a product added to an opportunity, quote, order, or invoice. | |
Retrieves the version of a provisioned language pack. | |
Retrieves the list of provisioned languages. | |
Retrieves a collection of solution components that are required for a solution component. | |
Retrieves the privileges that are assigned to the specified role. | |
Retrieves the collection of child resource groups from the specified resource group. | |
Retrieves the privileges for a team. | |
Retrieves a time stamp for the metadata. | |
Retrieves the privileges a system user (user) has through his or her roles in the specified business unit. | |
Retrieves all private queues of a specified user and optionally all public queues. | |
Retrieves the version number of the Microsoft Dynamics CRM Server. | |
Searches for available time slots that fulfill the specified appointment request. | |
Retrieves the system user ID for the currently logged on user or the user under whose context the code is running. |
Action
Name | Description |
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AddChannelAccessProfilePrivileges Action | Adds entity privileges to a channel access profile. |
Adds an item to a campaign. | |
Adds an item to a campaign activity. | |
Adds members to a list. | |
Adds a member to a list (marketing list). | |
Adds members to a team. | |
Adds the specified principal to the list of queue members. | |
Adds a set of existing privileges to an existing role. | |
Adds recurrence information to an existing appointment. | |
Adds a solution component to an unmanaged solution. | |
Moves an entity record from a source queue to a destination queue. | |
Adds a user to the auto created access team for the specified record. | |
Applies record creation and update rules to activities in CRM created as a result of the integration with external applications. | |
Applies the active routing rule to an incident. | |
Generates a new set of attribute mappings based on the metadata. | |
Calculates the value of an opportunity that is in the "Won" state. | |
Calculates price in an opportunity, quote, order, and invoice. | |
Checks whether the specified entity can be the primary entity (one) in a one-to-many relationship. | |
Checkes whether an entity can be the referencing entity in a one-to-many relationship. | |
Cancels a contract. | |
Cancels a sales order. | |
Checks whether an entity can participate in a many-to-many relationship. | |
Creates a solution patch from a managed or unmanaged solution. | |
Creates a new copy of an unmanaged solution that contains the original solution plus all of its patches. | |
Copies an existing contract and its line items. | |
Copies an existing product family, product, or bundle under the same parent record. | |
Closes an incident (case). | |
Closes a quote. | |
Updates a duplicate rule (duplicate detection rule) and its related duplicate rule conditions. | |
Converts a team of type owner to a team of type access. | |
Converts a product to a kit. | |
Converts a quote to a sales order. | |
Converts a sales order to an invoice. | |
Copies a campaign. | |
Creates a copy of a campaign response | |
Creates a static list from the specified dynamic list and add the members that satisfy the dynamic list query criteria to the static list. | |
Copies the members from the source list to the target list without creating duplicates. | |
Creates a new entity form that is based on an existing entity form. | |
Creates a quick campaign to distribute an activity to members of a list (marketing list). | |
Creates an exception for the recurring appointment instance. | |
Creates future unexpanded instances for the recurring appointment master. | |
Creates translation of a knowledge article instance. | |
Creates a major or minor version of a knowledge article instance. | |
Creates a workflow (process) from a workflow template. | |
Replaces managed solution (A) plus all of its patches with managed solution (B) that is the clone of (A) and all of its patches. | |
Deletes all audit data records up until a specified end date. | |
Deletes instances of a recurring appointment master that have an “Open” state. | |
Deletes an option value in a global or local option set. | |
Creates an email activity record from an incoming email message. | |
Creates an email activity record from the specified email message | |
Deprovisions a language. | |
Creates a bulk operation that distributes a campaign activity. | |
Exports a data map as an XML formatted data. | |
Exports a solution. | |
Exports all translations for a specific solution to a compressed file. | |
Fulfills a sales order. | |
Generates an invoice from an opportunity. | |
Generates a quote from an opportunity. | |
Generates a sales order (order) from an opportunity. | |
Returns an existing social profile record if one exists, otherwise generates a new one and returns it. | |
Retrieves the products from an opportunity and copy them to the invoice. | |
Retrieves the products from an opportunity and copy them to the quote. | |
Retrieves the products from an opportunity and copy them to the sales order. | |
Returns a tracking token that can then be passed as a parameter to the SendEmailRequest message. | |
Imports translations from a compressed file. | |
Imports the XML representation of a data map and create an import map (data map) based on this data. | |
Submits an asynchronous job that uploads the transformed data into Microsoft Dynamics CRM. | |
Imports a solution. | |
Imports translations from a compressed file. | |
Inserts a new option value for a global or local option set. | |
Inserts a new option into a StatusAttributeMetadata attribute. | |
Installs the sample data. | |
Instantiates a set of filters for Dynamics CRM for Outlook for the specified user. | |
Creates an email message from a template (email template). | |
Locks the total price of products and services that are specified in the invoice. | |
Locks the total price of products and services that are specified in the sales order (order). | |
Sets the state of an opportunity to Lost. | |
Merges the information from two entity records of the same type. | |
Sets the order for an option set. | |
Submits an asynchronous job that parses all import files that are associated with the specified import (data import). | |
Assigns a queue item to a user and optionally remove the queue item from the queue. | |
Processes the email responses from a marketing campaign. | |
Provisions a new language. | |
Publishes all changes to solution components. | |
Submits an asynchronous job to publish a duplicate rule. | |
Publishes a product family record and all its child records. | |
Publishes a theme and set it as the current theme. | |
Publishes specified solution components. | |
Qualifies the specified list and either override the list members or remove them according to the specified option. | |
Reassigns all records that are owned by the security principal (user or team) to another security principal (user or team). | |
Reassigns all records that are owned by a specified user to another security principal (user or team). | |
Recalculate system-computed values for rollup fields in the goal hierarchy. | |
Assigns a queue item back to the queue owner so others can pick it. | |
Removes a queue item from a queue. | |
Removes members from a team. | |
Removes the parent for a system user (user) record. | |
Removes a privilege from an existing role. | |
Removes a component from an unmanaged solution. | |
Removes a user from the auto created access team for the specified record. | |
Renews a contract and create the contract details for a new contract. | |
Renews an entitlement. | |
Replaces the privilege set of an existing role. | |
Resets the offline data filters for the calling user to the default filters for the organization. | |
Reverts changes done to properties of a product family, product, or bundle record, and set it back to its last published (active) state. | |
Sets the state of a quote to Draft. | |
Replaces the access rights on the target record for the specified security principal (user or team). | |
Routes a queue item to a queue, a user, or a team. | |
Sends an e-mail message. | |
Sends an e-mail message to a recipient using an e-mail template. | |
Sends a fax. | |
Sends a bulk email message that is created from a template. | |
Assigns equipment (facility/equipment) to a specific business unit. | |
Moves a system user (user) to a different business unit. | |
Sets or restore the data encryption key. | |
Sets localized labels for a limited set of entity attributes. | |
Sets a new parent system user (user) for the specified user. | |
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. | |
Links an instance of a report entity to related entities. | |
Submits an asynchronous job that transforms the parsed data. | |
Validates the configuration of a Microsoft Azure Service Bus solution’s service endpoint. | |
Uninstalls the sample data. | |
Unlocks pricing for an invoice. | |
Unlocks pricing for a sales order (order). | |
Submits an asynchronous job to unpublish a duplicate rule. | |
Updates an option value in a global or local option set. | |
Updates values of the property instances (dynamic property instances) for a product added to an opportunity, quote, order, or invoice. | |
Updates a component in an unmanaged solution. | |
Updates an option set value in for a StateAttributeMetadata attribute. | |
Verifies that an appointment or service appointment (service activity) has valid available resources for the activity, duration, and site, as appropriate. | |
Validates a saved query. | |
Sets the state of an opportunity to Won. | |
Sets the state of a quote to Won. |
Query
Name | Description |
---|---|
Query function that evaluates whether the entity is above the referenced entity in the hierarchy. | |
Query function that evaluates whether the entity is above or equal to the referenced entity in the hierarchy. | |
Query function that evaluates whether the entity is between the referenced entities in the hierarchy. | |
Query function that evaluates whether the string contains the specified string. | |
Query function that evaluates whether the value is equal to the specified business ID. | |
Query function that evaluates whether the value is equal to the ID of the user. | |
Query function that evaluates whether the value is equal to the language for the user. | |
Query function that evaluates whether the entity equals current user or their reporting hierarchy. | |
Query function that evaluates whether the entity equals current user or their reporting hierarchy and teams. | |
Query function that evaluates whether the entity equals current user or user teams. | |
Query function that evaluates whether the entity equals current user teams. | |
Query function that evaluates whether the value exists in a list of values. | |
Query function that evaluates whether the value is within the specified fiscal period. | |
Query function that evaluates whether the value is within the specified fiscal period and year. | |
Query function that evaluates whether the value is within the specified fiscal year. | |
Query function that evaluates whether the value is within or after the specified fiscal period and year. | |
Query function that evaluates whether the value is within or before the specified fiscal period and year. | |
Query function to evaluate whether the value is within the last seven days including today. | |
Query function to evaluate whether the value is within the last fiscal period. | |
Query function to evaluate whether the value is within the last fiscal year. | |
Query function to evaluate whether the value is within the last fiscal year. | |
Query function to evaluate whether the value is within the last week. | |
Query function to evaluate whether the value is within the last X days. | |
Query function to evaluate whether the value is within the last X fiscal periods. | |
Query function to evaluate whether the value is within the last X fiscal years. | |
Query function to evaluate whether the value is within the last X hours | |
Query function to evaluate whether the value is within the last X months. | |
Query function to evaluate whether the value is within the last X weeks. | |
Query function to evaluate whether the value is within the last X years. | |
Query function to evaluate whether the value is within the last year. | |
Query function to evaluate whether the value is within the next 7 days. | |
Query function to evaluate whether the value is in the next fiscal period. | |
Query function to evaluate whether the value is in the next fiscal year. | |
Query function to evaluate whether the value is in the next month. | |
Query function to evaluate whether the value is in the next week. | |
Query function to evaluate whether the value is in the next X days. | |
Query function to evaluate whether the value is in the next X fiscal periods. | |
Query function to evaluate whether the value is in the next X fiscal years. | |
Query function to evaluate whether the value is in the next X hours. | |
Query function to evaluate whether the value is in the next X months. | |
Query function to evaluate whether the value is in the next X weeks. | |
Query function to evaluate whether the value is in the next X years. | |
Query function to evaluate whether the value is in the next X year. | |
Query function to evaluate whether the value is not between two values. | |
Query function that evaluate whether value is not equal to the specified business ID. | |
Query function that evaluate whether value is not equal to the specified user ID. | |
Query function to evaluate whether the value is not matched to a value in a subquery or a list. | |
Query function that evaluates whether the specified is not below the referenced record in the hierarchy. | |
Query function to evaluate whether the value is older than the specified amount of days. | |
Query function to evaluate whether the value is older than the specified amount of hours. | |
Query function to evaluate whether the value is older than the specified amount of minutes. | |
Query function to evaluate whether the value is older than the specified amount of months. | |
Query function to evaluate whether the value is older than the specified amount of weeks. | |
Query function to evaluate whether the value is older than the specified amount of years. | |
Query function to evaluate whether the value is on the specified date. | |
Query function to evaluate whether the value is on or after the specified date. | |
Query function to evaluate whether the value is on or before the specified date. | |
Query function that evaluates whether the value is within the current fiscal period. | |
Query function that evaluates whether the value is within the current fiscal year. | |
Query function that evaluates whether the value is within the current month. | |
Query function that evaluates whether the value is within the current week. | |
Query function that evaluates whether the value is within the current year. | |
Query function that evaluates whether the value equals today’s date. | |
Query function that evaluates whether the value equals tomorrow’s date. | |
Query function that evaluates whether the entity is below the referenced record in the hierarchy. | |
Query function that evaluates whether the entity is under or equal to the referenced entity in the hierarchy. | |
Query function that evaluates whether the entity is under or equal to the referenced entity in the hierarchy. |