Function
Name | Description |
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CalculateTotalTimeIncident Function | Calculates the total time, in minutes, that you used while you worked on an incident (case). |
CheckPromoteEmail Function | Contains the data that is needed to check whether the incoming email message should be promoted to the Microsoft Dynamics CRM system. |
DownloadReportDefinition Function | Downloads a report definition. |
ExpandCalendar Function | Converts the calendar rules to an array of available time blocks for the specified period. |
ExportFieldTranslation Function | Exports localizable fields values to a compressed file. |
GetAllTimeZonesWithDisplayName Function | Retrieves all the time zone definitions for the specified locale and to return only the display name attribute. |
GetDefaultPriceLevel Function | Retrieves the default price level (price list) for the current user based on the user’s territory relationship with the price level. |
GetDistinctValuesImportFile Function | Retrieves distinct values from the parse table for a column in the source file that contains list values. |
GetHeaderColumnsImportFile Function | Retrieves the source-file column headings; or retrieve the system-generated column headings if the source file does not contain column headings. |
GetReportHistoryLimit Function | Retrieves the history limit for a report. |
GetTimeZoneCodeByLocalizedName Function | Retrieves the time zone code for the specified localized time zone name. |
GetValidManyToMany Function | Retrieves a list of all the entities that can participate in a Many-to-Many entity relationship. |
GetValidReferencedEntities Function | 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. |
GetValidReferencingEntities Function | Retrieves the set of entities that are valid as the related entity (many) to the specified entity in a one-to-many relationship. |
IsComponentCustomizable Function | Determines whether a solution component is customizable. |
IsDataEncryptionActive Function | Determines whether data encryption is currently running (active or inactive). |
QuerySchedule Function | Searches the specified resource for an available time block that matches the specified parameters. |
RetrieveAbsoluteAndSiteCollectionUrl Function | Retrieves the absolute URL and the site collection URL for a SharePoint location record in Microsoft Dynamics CRM. |
RetrieveAllChildUsersSystemUser Function | Retrieves the collection of users that report to the specified system user (user). |
RetrieveApplicationRibbon Function | Retrieve the data that defines the content and behavior of the application ribbon. |
RetrieveAuditPartitionList Function | Retrieves the list of database partitions that are used to store audited history data. |
RetrieveAvailableLanguages Function | Retrieves the list of language packs that are installed and enabled on the server. |
RetrieveBusinessHierarchyBusinessUnit Function | Retrieves all business units from the business unit hierarchy. |
RetrieveByGroupResource Function | Retrieves all resources that are related to the specified resource group |
RetrieveByResourceResourceGroup Function | Retrieves the resource groups (scheduling groups) that contain the specified resource. |
RetrieveByTopIncidentProductKbArticle Function | Retrieves the top-ten articles about a specified product from the knowledge base of articles for the organization |
RetrieveByTopIncidentSubjectKbArticle Function | Retrieves the top-ten articles about a specified subject from the knowledge base of articles for your organization. |
RetrieveCurrentOrganization Function | Retrieve information about the current organization. |
RetrieveDataEncryptionKey Function | Retrieves the data encryption key value. |
RetrieveDependenciesForDelete Function | Retrieves a collection of dependency records that describe any solution components that would prevent a solution component from being deleted. |
RetrieveDependenciesForUninstall Function | Retrieves a list of the solution component dependencies that can prevent you from uninstalling a managed solution. |
RetrieveDependentComponents Function | Retrieves a list dependencies for solution components that directly depend on a solution component. |
RetrieveDeploymentLicenseType Function | Retrieves the type of license for a deployment of Microsoft Dynamics CRM. |
RetrieveDeprovisionedLanguages Function | Retrieves a list of language packs that are installed on the server that have been disabled. |
RetrieveEntityRibbon Function | Retrieves ribbon definitions for an entity. |
RetrieveExchangeRate Function | Retrieves the exchange rate. |
RetrieveFormattedImportJobResults Function | Retrieves the formatted results from an import job. |
RetrieveInstalledLanguagePacks Function | Retrieves the list of language packs that are installed on the server. |
RetrieveInstalledLanguagePackVersion Function | Retrieves the version of an installed language pack. |
RetrieveLicenseInfo Function | Retrieves the number of used and available licenses for a deployment of Microsoft Dynamics CRM. |
RetrieveMailboxTrackingFolders Function | Retrieves folder-level tracking rules for a mailbox. |
RetrieveMembersBulkOperation Function | Retrieves the members of a bulk operation. |
RetrieveMissingComponents Function | Retrieves a list of missing components in the target organization. |
RetrieveMissingDependencies Function | Retrieves any required solution components that are not included in the solution. |
RetrieveOrganizationResources Function | Retrieves the resources that are used by an organization. |
RetrieveParentGroupsResourceGroup Function | Retrieves the collection of the parent resource groups of the specified resource group (scheduling group). |
RetrieveParsedDataImportFile Function | Retrieves the data from the parse table. |
RetrievePersonalWall Function | Retrieves pages of posts, including comments for each post, for all records that the calling user is following. |
RetrievePrincipalAttributePrivileges Function | Retrieves all the secured attribute privileges a user or team has through direct or indirect (through team membership) associations with the FieldSecurityProfile entity. |
RetrievePrincipalSyncAttributeMappings Function | For internal use only. |
RetrievePrivilegeSet Function | Retrieves the set of privileges defined in the system. |
RetrieveProductProperties Function | Retrieve all the property instances (dynamic property instances) for a product added to an opportunity, quote, order, or invoice. |
RetrieveProvisionedLanguagePackVersion Function | Retrieves the version of a provisioned language pack. |
RetrieveProvisionedLanguages Function | Retrieves the list of provisioned languages. |
RetrieveRequiredComponents Function | Retrieves a collection of solution components that are required for a solution component. |
RetrieveRolePrivilegesRole Function | Retrieves the privileges that are assigned to the specified role. |
RetrieveSubGroupsResourceGroup Function | Retrieves the collection of child resource groups from the specified resource group. |
RetrieveTeamPrivileges Function | Retrieves the privileges for a team. |
RetrieveTimestamp Function | Retrieves a time stamp for the metadata. |
RetrieveUserPrivileges Function | Retrieves the privileges a system user (user) has through his or her roles in the specified business unit. |
RetrieveUserQueues Function | Retrieves all private queues of a specified user and optionally all public queues. |
RetrieveVersion Function | Retrieves the version number of the Microsoft Dynamics CRM Server. |
Search Function | Searches for available time slots that fulfill the specified appointment request. |
WhoAmI Function | 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. |
AddItemCampaign Action | Adds an item to a campaign. |
AddItemCampaignActivity Action | Adds an item to a campaign activity. |
AddListMembersList Action | Adds members to a list. |
AddMemberList Action | Adds a member to a list (marketing list). |
AddMembersTeam Action | Adds members to a team. |
AddPrincipalToQueue Action | Adds the specified principal to the list of queue members. |
AddPrivilegesRole Action | Adds a set of existing privileges to an existing role. |
AddRecurrence Action | Adds recurrence information to an existing appointment. |
AddSolutionComponent Action | Adds a solution component to an unmanaged solution. |
AddToQueue Action | Moves an entity record from a source queue to a destination queue. |
AddUserToRecordTeam Action | Adds a user to the auto created access team for the specified record. |
ApplyRecordCreationAndUpdateRule Action | Applies record creation and update rules to activities in CRM created as a result of the integration with external applications. |
ApplyRoutingRule Action | Applies the active routing rule to an incident. |
AutoMapEntity Action | Generates a new set of attribute mappings based on the metadata. |
CalculateActualValueOpportunity Action | Calculates the value of an opportunity that is in the "Won" state. |
CalculatePrice Action | Calculates price in an opportunity, quote, order, and invoice. |
CanBeReferenced Action | Checks whether the specified entity can be the primary entity (one) in a one-to-many relationship. |
CanBeReferencing Action | Checkes whether an entity can be the referencing entity in a one-to-many relationship. |
CancelContract Action | Cancels a contract. |
CancelSalesOrder Action | Cancels a sales order. |
CanManyToMany Action | Checks whether an entity can participate in a many-to-many relationship. |
CloneAsPatch Action | Creates a solution patch from a managed or unmanaged solution. |
CloneAsSolution Action | Creates a new copy of an unmanaged solution that contains the original solution plus all of its patches. |
CloneContract Action | Copies an existing contract and its line items. |
CloneProduct Action | Copies an existing product family, product, or bundle under the same parent record. |
CloseIncident Action | Closes an incident (case). |
CloseQuote Action | Closes a quote. |
CompoundUpdateDuplicateDetectionRule Action | Updates a duplicate rule (duplicate detection rule) and its related duplicate rule conditions. |
ConvertOwnerTeamToAccessTeam Action | Converts a team of type owner to a team of type access. |
ConvertProductToKit Action | Converts a product to a kit. |
ConvertQuoteToSalesOrder Action | Converts a quote to a sales order. |
ConvertSalesOrderToInvoice Action | Converts a sales order to an invoice. |
CopyCampaign Action | Copies a campaign. |
CopyCampaignResponse Action | Creates a copy of a campaign response |
CopyDynamicListToStatic Action | Creates a static list from the specified dynamic list and add the members that satisfy the dynamic list query criteria to the static list. |
CopyMembersList Action | Copies the members from the source list to the target list without creating duplicates. |
CopySystemForm Action | Creates a new entity form that is based on an existing entity form. |
CreateActivitiesList Action | Creates a quick campaign to distribute an activity to members of a list (marketing list). |
CreateException Action | Creates an exception for the recurring appointment instance. |
CreateInstance Action | Creates future unexpanded instances for the recurring appointment master. |
CreateKnowledgeArticleTranslation Action | Creates translation of a knowledge article instance. |
CreateKnowledgeArticleVersion Action | Creates a major or minor version of a knowledge article instance. |
CreateWorkflowFromTemplate Action | Creates a workflow (process) from a workflow template. |
DeleteAndPromote Action | Replaces managed solution (A) plus all of its patches with managed solution (B) that is the clone of (A) and all of its patches. |
DeleteAuditData Action | Deletes all audit data records up until a specified end date. |
DeleteOpenInstances Action | Deletes instances of a recurring appointment master that have an “Open” state. |
DeleteOptionValue Action | Deletes an option value in a global or local option set. |
DeliverIncomingEmail Action | Creates an email activity record from an incoming email message. |
DeliverPromoteEmail Action | Creates an email activity record from the specified email message |
DeprovisionLanguage Action | Deprovisions a language. |
DistributeCampaignActivity Action | Creates a bulk operation that distributes a campaign activity. |
ExportMappingsImportMap Action | Exports a data map as an XML formatted data. |
ExportSolution Action | Exports a solution. |
ExportTranslation Action | Exports all translations for a specific solution to a compressed file. |
FulfillSalesOrder Action | Fulfills a sales order. |
GenerateInvoiceFromOpportunity Action | Generates an invoice from an opportunity. |
GenerateQuoteFromOpportunity Action | Generates a quote from an opportunity. |
GenerateSalesOrderFromOpportunity Action | Generates a sales order (order) from an opportunity. |
GenerateSocialProfile Action | Returns an existing social profile record if one exists, otherwise generates a new one and returns it. |
GetInvoiceProductsFromOpportunity Action | Retrieves the products from an opportunity and copy them to the invoice. |
GetQuoteProductsFromOpportunity Action | Retrieves the products from an opportunity and copy them to the quote. |
GetSalesOrderProductsFromOpportunity Action | Retrieves the products from an opportunity and copy them to the sales order. |
GetTrackingTokenEmail Action | Returns a tracking token that can then be passed as a parameter to the SendEmailRequest message. |
ImportFieldTranslation Action | Imports translations from a compressed file. |
ImportMappingsImportMap Action | Imports the XML representation of a data map and create an import map (data map) based on this data. |
ImportRecordsImport Action | Submits an asynchronous job that uploads the transformed data into Microsoft Dynamics CRM. |
ImportSolution Action | Imports a solution. |
ImportTranslation Action | Imports translations from a compressed file. |
InsertOptionValue Action | Inserts a new option value for a global or local option set. |
InsertStatusValue Action | Inserts a new option into a StatusAttributeMetadata attribute. |
InstallSampleData Action | Installs the sample data. |
InstantiateFilters Action | Instantiates a set of filters for Dynamics CRM for Outlook for the specified user. |
InstantiateTemplate Action | Creates an email message from a template (email template). |
LockInvoicePricing Action | Locks the total price of products and services that are specified in the invoice. |
LockSalesOrderPricing Action | Locks the total price of products and services that are specified in the sales order (order). |
LoseOpportunity Action | Sets the state of an opportunity to Lost. |
Merge Action | Merges the information from two entity records of the same type. |
OrderOption Action | Sets the order for an option set. |
ParseImport Action | Submits an asynchronous job that parses all import files that are associated with the specified import (data import). |
PickFromQueue Action | Assigns a queue item to a user and optionally remove the queue item from the queue. |
ProcessInboundEmail Action | Processes the email responses from a marketing campaign. |
ProvisionLanguage Action | Provisions a new language. |
PublishAllXml Action | Publishes all changes to solution components. |
PublishDuplicateRule Action | Submits an asynchronous job to publish a duplicate rule. |
PublishProductHierarchy Action | Publishes a product family record and all its child records. |
PublishTheme Action | Publishes a theme and set it as the current theme. |
PublishXml Action | Publishes specified solution components. |
QualifyMemberList Action | Qualifies the specified list and either override the list members or remove them according to the specified option. |
ReassignObjectsOwner Action | Reassigns all records that are owned by the security principal (user or team) to another security principal (user or team). |
ReassignObjectsSystemUser Action | Reassigns all records that are owned by a specified user to another security principal (user or team). |
Recalculate Action | Recalculate system-computed values for rollup fields in the goal hierarchy. |
ReleaseToQueue Action | Assigns a queue item back to the queue owner so others can pick it. |
RemoveFromQueue Action | Removes a queue item from a queue. |
RemoveMembersTeam Action | Removes members from a team. |
RemoveParent Action | Removes the parent for a system user (user) record. |
RemovePrivilegeRole Action | Removes a privilege from an existing role. |
RemoveSolutionComponent Action | Removes a component from an unmanaged solution. |
RemoveUserFromRecordTeam Action | Removes a user from the auto created access team for the specified record. |
RenewContract Action | Renews a contract and create the contract details for a new contract. |
RenewEntitlement Action | Renews an entitlement. |
ReplacePrivilegesRole Action | Replaces the privilege set of an existing role. |
ResetUserFilters Action | Resets the offline data filters for the calling user to the default filters for the organization. |
RevertProduct Action | Reverts changes done to properties of a product family, product, or bundle record, and set it back to its last published (active) state. |
ReviseQuote Action | Sets the state of a quote to Draft. |
RevokeAccess Action | Replaces the access rights on the target record for the specified security principal (user or team). |
RouteTo Action | Routes a queue item to a queue, a user, or a team. |
SendEmail Action | Sends an e-mail message. |
SendEmailFromTemplate Action | Sends an e-mail message to a recipient using an e-mail template. |
SendFax Action | Sends a fax. |
SendTemplate Action | Sends a bulk email message that is created from a template. |
SetBusinessEquipment Action | Assigns equipment (facility/equipment) to a specific business unit. |
SetBusinessSystemUser Action | Moves a system user (user) to a different business unit. |
SetDataEncryptionKey Action | Sets or restore the data encryption key. |
SetLocLabels Action | Sets localized labels for a limited set of entity attributes. |
SetParentSystemUser Action | Sets a new parent system user (user) for the specified user. |
SetProcess Action | 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. |
SetReportRelated Action | Links an instance of a report entity to related entities. |
TransformImport Action | Submits an asynchronous job that transforms the parsed data. |
TriggerServiceEndpointCheck Action | Validates the configuration of a Microsoft Azure Service Bus solution’s service endpoint. |
UninstallSampleData Action | Uninstalls the sample data. |
UnlockInvoicePricing Action | Unlocks pricing for an invoice. |
UnlockSalesOrderPricing Action | Unlocks pricing for a sales order (order). |
UnpublishDuplicateRule Action | Submits an asynchronous job to unpublish a duplicate rule. |
UpdateOptionValue Action | Updates an option value in a global or local option set. |
UpdateProductProperties Action | Updates values of the property instances (dynamic property instances) for a product added to an opportunity, quote, order, or invoice. |
UpdateSolutionComponent Action | Updates a component in an unmanaged solution. |
UpdateStateValue Action | Updates an option set value in for a StateAttributeMetadata attribute. |
Validate Action | Verifies that an appointment or service appointment (service activity) has valid available resources for the activity, duration, and site, as appropriate. |
ValidateSavedQuery Action | Validates a saved query. |
WinOpportunity Action | Sets the state of an opportunity to Won. |
WinQuote Action | Sets the state of a quote to Won. |
Query
Name | Description |
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Above Function | Query function that evaluates whether the entity is above the referenced entity in the hierarchy. |
AboveOrEqual Function | Query function that evaluates whether the entity is above or equal to the referenced entity in the hierarchy. |
Between Function | Query function that evaluates whether the entity is between the referenced entities in the hierarchy. |
Contains Function | Query function that evaluates whether the string contains the specified string. |
EqualBusinessId Function | Query function that evaluates whether the value is equal to the specified business ID. |
EqualUserId Function | Query function that evaluates whether the value is equal to the ID of the user. |
EqualUserLanguage Function | Query function that evaluates whether the value is equal to the language for the user. |
EqualUserOrUserHierarchy Function | Query function that evaluates whether the entity equals current user or their reporting hierarchy. |
EqualUserOrUserHierarchyAndTeams Function | Query function that evaluates whether the entity equals current user or their reporting hierarchy and teams. |
EqualUserOrUserTeams Function | Query function that evaluates whether the entity equals current user or user teams. |
EqualUserTeams Function | Query function that evaluates whether the entity equals current user teams. |
In Function | Query function that evaluates whether the value exists in a list of values. |
InFiscalPeriod Function | Query function that evaluates whether the value is within the specified fiscal period. |
InFiscalPeriodAndYear Function | Query function that evaluates whether the value is within the specified fiscal period and year. |
InFiscalYear Function | Query function that evaluates whether the value is within the specified fiscal year. |
InOrAfterFiscalPeriodAndYear Function | Query function that evaluates whether the value is within or after the specified fiscal period and year. |
InOrBeforeFiscalPeriodAndYear Function | Query function that evaluates whether the value is within or before the specified fiscal period and year. |
Last7Days Function | Query function to evaluate whether the value is within the last seven days including today. |
LastFiscalPeriod Function | Query function to evaluate whether the value is within the last fiscal period. |
LastFiscalYear Function | Query function to evaluate whether the value is within the last fiscal year. |
LastMonth Function | Query function to evaluate whether the value is within the last fiscal year. |
LastWeek Function | Query function to evaluate whether the value is within the last week. |
LastXDays Function | Query function to evaluate whether the value is within the last X days. |
LastXFiscalPeriods Function | Query function to evaluate whether the value is within the last X fiscal periods. |
LastXFiscalYears Function | Query function to evaluate whether the value is within the last X fiscal years. |
LastXHours Function | Query function to evaluate whether the value is within the last X hours |
LastXMonths Function | Query function to evaluate whether the value is within the last X months. |
LastXWeeks Function | Query function to evaluate whether the value is within the last X weeks. |
LastXYears Function | Query function to evaluate whether the value is within the last X years. |
LastYear Function | Query function to evaluate whether the value is within the last year. |
Next7Days Function | Query function to evaluate whether the value is within the next 7 days. |
NextFiscalPeriod Function | Query function to evaluate whether the value is in the next fiscal period. |
NextFiscalYear Function | Query function to evaluate whether the value is in the next fiscal year. |
NextMonth Function | Query function to evaluate whether the value is in the next month. |
NextWeek Function | Query function to evaluate whether the value is in the next week. |
NextXDays Function | Query function to evaluate whether the value is in the next X days. |
NextXFiscalPeriods Function | Query function to evaluate whether the value is in the next X fiscal periods. |
NextXFiscalYears Function | Query function to evaluate whether the value is in the next X fiscal years. |
NextXHours Function | Query function to evaluate whether the value is in the next X hours. |
NextXMonths Function | Query function to evaluate whether the value is in the next X months. |
NextXWeeks Function | Query function to evaluate whether the value is in the next X weeks. |
NextXYears Function | Query function to evaluate whether the value is in the next X years. |
NextYear Function | Query function to evaluate whether the value is in the next X year. |
NotBetween Function | Query function to evaluate whether the value is not between two values. |
NotEqualBusinessId Function | Query function that evaluate whether value is not equal to the specified business ID. |
NotEqualUserId Function | Query function that evaluate whether value is not equal to the specified user ID. |
NotIn Function | Query function to evaluate whether the value is not matched to a value in a subquery or a list. |
NotUnder Function | Query function that evaluates whether the specified is not below the referenced record in the hierarchy. |
OlderThanXDays Function | Query function to evaluate whether the value is older than the specified amount of days. |
OlderThanXHours Function | Query function to evaluate whether the value is older than the specified amount of hours. |
OlderThanXMinutes Function | Query function to evaluate whether the value is older than the specified amount of minutes. |
OlderThanXMonths Function | Query function to evaluate whether the value is older than the specified amount of months. |
OlderThanXWeeks Function | Query function to evaluate whether the value is older than the specified amount of weeks. |
OlderThanXYears Function | Query function to evaluate whether the value is older than the specified amount of years. |
On Function | Query function to evaluate whether the value is on the specified date. |
OnOrAfter Function | Query function to evaluate whether the value is on or after the specified date. |
OnOrBefore Function | Query function to evaluate whether the value is on or before the specified date. |
ThisFiscalPeriod Function | Query function that evaluates whether the value is within the current fiscal period. |
ThisFiscalYear Function | Query function that evaluates whether the value is within the current fiscal year. |
ThisMonth Function | Query function that evaluates whether the value is within the current month. |
ThisWeek Function | Query function that evaluates whether the value is within the current week. |
ThisYear Function | Query function that evaluates whether the value is within the current year. |
Today Function | Query function that evaluates whether the value equals today’s date. |
Tomorrow Function | Query function that evaluates whether the value equals tomorrow’s date. |
Under Function | Query function that evaluates whether the entity is below the referenced record in the hierarchy. |
UnderOrEqual Function | Query function that evaluates whether the entity is under or equal to the referenced entity in the hierarchy. |
Yesterday Function | Query function that evaluates whether the entity is under or equal to the referenced entity in the hierarchy. |