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.
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.
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.