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Lead The Field Pdf

specaslove1974 2020. 11. 4. 15:15


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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.

SESSION1.THEMAGICWORD AudioTranscript. Lead the Field.Thisprogramisabout12ideas thatwillbringorderandsuccessintoourlives. The FEMA Incident Management Handbook (IMH) is a tool to assist FEMA emergency management personnel in conducting their assigned missions in the field. The IMH provides information on FEMA’s incident-level operating concepts, organizational structures, functions, position descriptions, and key assets and teams.

Entity Set Path
[organization URI]/api/data/v9.0/leads
Base Type
crmbaseentity
Display Name
Lead
Primary Key
leadid
Primary Key Attribute
fullname
Operations Supported
POSTGETPATCHDELETE

Properties

Properties represent fields of data stored in the entity.Some properties are read-only.

Lead the field pdf nightingale
NameTypeDetails
address1_addressidEdm.Guid

Unique identifier for address 1.

Display Name: Address 1: ID

address1_addresstypecodeEdm.Int32

Select the primary address type.

Display Name: Address 1: Address Type

address1_cityEdm.String

Type the city for the primary address.

Display Name: City

address1_compositeEdm.String

Shows the complete primary address.

Display Name: Address 1

Read Only
address1_countryEdm.String

Type the country or region for the primary address.

Display Name: Country/Region

address1_countyEdm.String

Type the county for the primary address.

Display Name: Address 1: County

address1_faxEdm.String

Type the fax number associated with the primary address.

Display Name: Address 1: Fax

address1_latitudeEdm.Double

Type the latitude value for the primary address for use in mapping and other applications.

Display Name: Address 1: Latitude

address1_line1Edm.String

Type the first line of the primary address.

Display Name: Street 1

address1_line2Edm.String

Type the second line of the primary address.

Display Name: Street 2

address1_line3Edm.String

Type the third line of the primary address.

Display Name: Street 3

address1_longitudeEdm.Double

Type the longitude value for the primary address for use in mapping and other applications.

Display Name: Address 1: Longitude

address1_nameEdm.String

Type a descriptive name for the primary address, such as Corporate Headquarters.

Display Name: Address 1: Name

address1_postalcodeEdm.String

Type the ZIP Code or postal code for the primary address.

Display Name: ZIP/Postal Code

address1_postofficeboxEdm.String

Type the post office box number of the primary address.

Display Name: Address 1: Post Office Box

address1_shippingmethodcodeEdm.Int32

Select a shipping method for deliveries sent to this address.

Display Name: Address 1: Shipping Method

address1_stateorprovinceEdm.String

Type the state or province of the primary address.

Display Name: State/Province

address1_telephone1Edm.String

Type the main phone number associated with the primary address.

Display Name: Address 1: Telephone 1

address1_telephone2Edm.String

Type a second phone number associated with the primary address.

Display Name: Address 1: Telephone 2

address1_telephone3Edm.String

Type a third phone number associated with the primary address.

Display Name: Address 1: Telephone 3

address1_upszoneEdm.String

Type the UPS zone of the primary address to make sure shipping charges are calculated correctly and deliveries are made promptly, if shipped by UPS.

Display Name: Address 1: UPS Zone

address1_utcoffsetEdm.Int32

Select the time zone, or UTC offset, for this address so that other people can reference it when they contact someone at this address.

Display Name: Address 1: UTC Offset

address2_addressidEdm.Guid

Unique identifier for address 2.

Display Name: Address 2: ID

address2_addresstypecodeEdm.Int32

Select the secondary address type.

Display Name: Address 2: Address Type

Default Options
ValueLabel
1Default Value
address2_cityEdm.String

Type the city for the secondary address.

Display Name: Address 2: City

address2_compositeEdm.String

Shows the complete secondary address.

Display Name: Address 2

address2_countryEdm.String

Type the country or region for the secondary address.

Display Name: Address 2: Country/Region

address2_countyEdm.String

Type the county for the secondary address.

Display Name: Address 2: County

address2_faxEdm.String

Type the fax number associated with the secondary address.

Display Name: Address 2: Fax

address2_latitudeEdm.Double

Type the latitude value for the secondary address for use in mapping and other applications.

Display Name: Address 2: Latitude

address2_line1Edm.String

Type the first line of the secondary address.

Display Name: Address 2: Street 1

address2_line2Edm.String

Type the second line of the secondary address.

Display Name: Address 2: Street 2

address2_line3Edm.String

Type the third line of the secondary address.

Display Name: Address 2: Street 3

address2_longitudeEdm.Double

Type the longitude value for the secondary address for use in mapping and other applications.

Display Name: Address 2: Longitude

address2_nameEdm.String

Type a descriptive name for the secondary address, such as Corporate Headquarters.

Display Name: Address 2: Name

address2_postalcodeEdm.String

Type the ZIP Code or postal code for the secondary address.

Display Name: Address 2: ZIP/Postal Code

address2_postofficeboxEdm.String

Type the post office box number of the secondary address.

Display Name: Address 2: Post Office Box

address2_shippingmethodcodeEdm.Int32

Select a shipping method for deliveries sent to this address.

Display Name: Address 2: Shipping Method

Default Options
ValueLabel
1Default Value
address2_stateorprovinceEdm.String

Type the state or province of the secondary address.

Display Name: Address 2: State/Province

address2_telephone1Edm.String

Type the main phone number associated with the secondary address.

Display Name: Address 2: Telephone 1

address2_telephone2Edm.String

Type a second phone number associated with the secondary address.

Display Name: Address 2: Telephone 2

address2_telephone3Edm.String

Type a third phone number associated with the secondary address.

Display Name: Address 2: Telephone 3

address2_upszoneEdm.String

Type the UPS zone of the secondary address to make sure shipping charges are calculated correctly and deliveries are made promptly, if shipped by UPS.

Display Name: Address 2: UPS Zone

address2_utcoffsetEdm.Int32

Select the time zone, or UTC offset, for this address so that other people can reference it when they contact someone at this address.

Display Name: Address 2: UTC Offset

budgetamountEdm.Decimal

Information about the budget amount of the lead's company or organization.

Display Name: Budget Amount

budgetamount_baseEdm.Decimal

Value of the Budget Amount in base currency.

Display Name: Budget Amount (Base)

budgetstatusEdm.Int32

Information about the budget status of the lead's company or organization.

Display Name: Budget

Default Options
ValueLabel
0No Committed Budget
1May Buy
2Can Buy
3Will Buy
companynameEdm.String

Type the name of the company associated with the lead. This becomes the account name when the lead is qualified and converted to a customer account.

Display Name: Company Name

confirminterestEdm.Boolean

Select whether the lead confirmed interest in your offerings. This helps in determining the lead quality.

Display Name: Confirm Interest

createdonEdm.DateTimeOffset

Date and time when the record was created.

Display Name: Created On

Read Only
decisionmakerEdm.Boolean

Select whether your notes include information about who makes the purchase decisions at the lead's company.

Display Name: Decision Maker?

descriptionEdm.String

Type additional information to describe the lead, such as an excerpt from the company's website.

Display Name: Description

donotbulkemailEdm.Boolean

Select whether the lead accepts bulk email sent through marketing campaigns or quick campaigns. If Do Not Allow is selected, the lead can be added to marketing lists, but will be excluded from the email.

Display Name: Do not allow Bulk Emails

Default Options
ValueLabel
1Do Not Allow
0Allow
donotemailEdm.Boolean

Select whether the lead allows direct email sent from Microsoft Dynamics 365.

Display Name: Do not allow Emails

donotfaxEdm.Boolean

Select whether the lead allows faxes.

Display Name: Do not allow Faxes

Default Options
ValueLabel
1Do Not Allow
0Allow
donotphoneEdm.Boolean

Select whether the lead allows phone calls.

Display Name: Do not allow Phone Calls

donotpostalmailEdm.Boolean

Select whether the lead allows direct mail.

Display Name: Do not allow Mails

Default Options
ValueLabel
1Do Not Allow
0Allow
donotsendmmEdm.Boolean

Select whether the lead accepts marketing materials, such as brochures or catalogs. Leads that opt out can be excluded from marketing initiatives.

Display Name: Marketing Material

emailaddress1Edm.String

Type the primary email address for the lead.

Display Name: Email

emailaddress2Edm.String

Type the secondary email address for the lead.

Display Name: Email Address 2

emailaddress3Edm.String

Type a third email address for the lead.

Display Name: Email Address 3

entityimageEdm.Binary

Shows the default image for the record.

Display Name: Entity Image

entityimage_timestampEdm.Int64
Read Only
entityimage_urlEdm.String
entityimageidEdm.Guid
Read Only
estimatedamountEdm.Decimal

Type the estimated revenue value that this lead will generate to assist in sales forecasting and planning.

Display Name: Est. Value

estimatedamount_baseEdm.Decimal

Value of the Est. Value in base currency.

Display Name: Est. Value (Base)

estimatedclosedateEdm.Date

Enter the expected close date for the lead, so that the sales team can schedule timely follow-up meetings to move the prospect to the next sales stage.

Display Name: Est. Close Date

estimatedvalueEdm.Double

Type a numeric value of the lead's estimated value, such as a product quantity, if no revenue amount can be specified in the Est. Value field. This can be used for sales forecasting and planning.

Display Name: Est. Value (deprecated)

evaluatefitEdm.Boolean

Select whether the fit between the lead's requirements and your offerings was evaluated.

Display Name: Evaluate Fit

Default Options
ValueLabel
1No
0Yes
exchangerateEdm.Decimal

Shows the conversion rate of the record's currency. The exchange rate is used to convert all money fields in the record from the local currency to the system's default currency.

Display Name: Exchange Rate

faxEdm.String

Type the fax number for the primary contact for the lead.

Display Name: Fax

firstnameEdm.String

Type the first name of the primary contact for the lead to make sure the prospect is addressed correctly in sales calls, email, and marketing campaigns.

Display Name: First Name

followemailEdm.Boolean

Information about whether to allow following email activity like opens, attachment views and link clicks for emails sent to the lead.

Display Name: Follow Email Activity

Default Options
ValueLabel
1Allow
0Do Not Allow
fullnameEdm.String

Combines and shows the lead's first and last names so the full name can be displayed in views and reports.

Display Name: Name

importsequencenumberEdm.Int32

Sequence number of the import that created this record.

Display Name: Import Sequence Number

industrycodeEdm.Int32

Select the primary industry in which the lead's business is focused, for use in marketing segmentation and demographic analysis.

Display Name: Industry

Default Options
ValueLabel
1Accounting
2Agriculture and Non-petrol Natural Resource Extraction
3Broadcasting Printing and Publishing
4Brokers
5Building Supply Retail
6Business Services
7Consulting
8Consumer Services
9Design, Direction and Creative Management
10Distributors, Dispatchers and Processors
11Doctor's Offices and Clinics
12Durable Manufacturing
13Eating and Drinking Places
14Entertainment Retail
15Equipment Rental and Leasing
16Financial
17Food and Tobacco Processing
18Inbound Capital Intensive Processing
19Inbound Repair and Services
20Insurance
21Legal Services
22Non-Durable Merchandise Retail
23Outbound Consumer Service
24Petrochemical Extraction and Distribution
25Service Retail
26SIG Affiliations
27Social Services
28Special Outbound Trade Contractors
29Specialty Realty
30Transportation
31Utility Creation and Distribution
32Vehicle Retail
33Wholesale
initialcommunicationEdm.Int32

Choose whether someone from the sales team contacted this lead earlier.

Display Name: Initial Communication

jobtitleEdm.String

Type the job title of the primary contact for this lead to make sure the prospect is addressed correctly in sales calls, email, and marketing campaigns.

Display Name: Job Title

lastnameEdm.String

Type the last name of the primary contact for the lead to make sure the prospect is addressed correctly in sales calls, email, and marketing campaigns.

Display Name: Last Name

lastonholdtimeEdm.DateTimeOffset

Contains the date and time stamp of the last on hold time.

Display Name: Last On Hold Time

lastusedincampaignEdm.DateTimeOffset

Shows the date when the lead was last included in a marketing campaign or quick campaign.

Display Name: Last Campaign Date

leadidEdm.Guid

Unique identifier of the lead.

Display Name: Lead

leadqualitycodeEdm.Int32

Select a rating value to indicate the lead's potential to become a customer.

Display Name: Rating

Default Options
ValueLabel
1Hot
2Warm
3Cold
leadsourcecodeEdm.Int32

Select the primary marketing source that prompted the lead to contact you.

Display Name: Lead Source

Default Options
ValueLabel
1Advertisement
2Employee Referral
3External Referral
4Partner
5Public Relations
6Seminar
7Trade Show
8Web
9Word of Mouth
10Other
mergedEdm.Boolean

Tells whether the lead has been merged with another lead.

Display Name: Merged

Default Options
ValueLabel
1Yes
0No
middlenameEdm.String

Type the middle name or initial of the primary contact for the lead to make sure the prospect is addressed correctly.

Display Name: Middle Name

mobilephoneEdm.String

Type the mobile phone number for the primary contact for the lead.

Display Name: Mobile Phone

modifiedonEdm.DateTimeOffset

Date and time when the record was modified.

Display Name: Modified On

msdyn_ordertypeEdm.Int32

Whether the Opportunity created when qualifying this Lead is for an Item- based or a Work-based sale

Display Name: Type

Default Options
ValueLabel
192350000Item based
690970002Service-Maintenance Based
192350001Work based
needEdm.Int32

Choose how high the level of need is for the lead's company.

Display Name: Need

Default Options
ValueLabel
0Must have
1Should have
2Good to have
3No need
numberofemployeesEdm.Int32

Type the number of employees that work at the company associated with the lead, for use in marketing segmentation and demographic analysis.

Display Name: No. of Employees

onholdtimeEdm.Int32

Shows how long, in minutes, that the record was on hold.

Display Name: On Hold Time (Minutes)

overriddencreatedonEdm.DateTimeOffset

Date and time that the record was migrated.

Display Name: Record Created On

pagerEdm.String

Type the pager number for the primary contact for the lead.

Display Name: Pager

participatesinworkflowEdm.Boolean

Shows whether the lead participates in workflow rules.

Display Name: Participates in Workflow

Default Options
ValueLabel
1Yes
0No
preferredcontactmethodcodeEdm.Int32

Select the preferred method of contact.

Display Name: Preferred Method of Contact

Default Options
ValueLabel
1Any
2Email
3Phone
4Fax
5Mail
prioritycodeEdm.Int32

Select the priority so that preferred customers or critical issues are handled quickly.

Display Name: Priority

processidEdm.Guid

Contains the id of the process associated with the entity.

Display Name: Process Id

purchaseprocessEdm.Int32

Choose whether an individual or a committee will be involved in the purchase process for the lead.

Display Name: Purchase Process

Default Options
ValueLabel
0Individual
1Committee
2Unknown
purchasetimeframeEdm.Int32

Choose how long the lead will likely take to make the purchase, so the sales team will be aware.

Display Name: Purchase Timeframe

Default Options
ValueLabel
0Immediate
1This Quarter
2Next Quarter
3This Year
4Unknown
qualificationcommentsEdm.String

Type comments about the qualification or scoring of the lead.

Display Name: Qualification Comments

revenueEdm.Decimal

Type the annual revenue of the company associated with the lead to provide an understanding of the prospect's business.

Display Name: Annual Revenue

revenue_baseEdm.Decimal

Value of the Annual Revenue in base currency.

Display Name: Annual Revenue (Base)

salesstageEdm.Int32

Select the sales stage of this lead to aid the sales team in their efforts to convert this lead to an opportunity.

Display Name: Sales Stage

Default Options
ValueLabel
0Qualify
salesstagecodeEdm.Int32

Select the sales process stage for the lead to help determine the probability of the lead converting to an opportunity.

Display Name: Sales Stage Code

salutationEdm.String

Type the salutation of the primary contact for this lead to make sure the prospect is addressed correctly in sales calls, email messages, and marketing campaigns.

Display Name: Salutation

schedulefollowup_prospectEdm.DateTimeOffset

Enter the date and time of the prospecting follow-up meeting with the lead.

Display Name: Schedule Follow Up (Prospect)

schedulefollowup_qualifyEdm.DateTimeOffset

Enter the date and time of the qualifying follow-up meeting with the lead.

Display Name: Schedule Follow Up (Qualify)

sicEdm.String

Type the Standard Industrial Classification (SIC) code that indicates the lead's primary industry of business for use in marketing segmentation and demographic analysis.

Display Name: SIC Code

stageidEdm.Guid

Contains the id of the stage where the entity is located.

Display Name: Stage Id

statecodeEdm.Int32

Shows whether the lead is open, qualified, or disqualified. Qualified and disqualified leads are read-only and can't be edited unless they are reactivated.

Display Name: Status

Default Options
ValueLabel
0Open
1Qualified
2Disqualified
statuscodeEdm.Int32

Select the lead's status.

Display Name: Status Reason

Default Options
ValueLabel
1New
2Contacted
3Qualified
4Lost
5Cannot Contact
6No Longer Interested
7Canceled
subjectEdm.String

Type a subject or descriptive name, such as the expected order, company name, or marketing source list, to identify the lead.

Display Name: Topic

telephone1Edm.String

Type the work phone number for the primary contact for the lead.

Display Name: Business Phone

telephone2Edm.String

Type the home phone number for the primary contact for the lead.

Display Name: Home Phone

telephone3Edm.String

Type an alternate phone number for the primary contact for the lead.

Display Name: Other Phone

timespentbymeonemailandmeetingsEdm.String

Total time spent for emails (read and write) and meetings by me in relation to the lead record.

Display Name: Time Spent by me

timezoneruleversionnumberEdm.Int32

For internal use only.

Display Name: Time Zone Rule Version Number

traversedpathEdm.String

A comma separated list of string values representing the unique identifiers of stages in a Business Process Flow Instance in the order that they occur.

Display Name: Traversed Path

utcconversiontimezonecodeEdm.Int32

Time zone code that was in use when the record was created.

Display Name: UTC Conversion Time Zone Code

versionnumberEdm.Int64

Version Number

Display Name: Version Number

Read Only
websiteurlEdm.String

Type the website URL for the company associated with this lead.

Display Name: Website

yomicompanynameEdm.String

Type the phonetic spelling of the lead's company name, if the name is specified in Japanese, to make sure the name is pronounced correctly in phone calls with the prospect.

Display Name: Yomi Company Name

yomifirstnameEdm.String

Type the phonetic spelling of the lead's first name, if the name is specified in Japanese, to make sure the name is pronounced correctly in phone calls with the prospect.

Display Name: Yomi First Name

yomifullnameEdm.String

Combines and shows the lead's Yomi first and last names so the full phonetic name can be displayed in views and reports.

Display Name: Yomi Full Name

yomilastnameEdm.String

Type the phonetic spelling of the lead's last name, if the name is specified in Japanese, to make sure the name is pronounced correctly in phone calls with the prospect.

Display Name: Yomi Last Name

yomimiddlenameEdm.String

Type the phonetic spelling of the lead's middle name, if the name is specified in Japanese, to make sure the name is pronounced correctly in phone calls with the prospect.

Display Name: Yomi Middle Name

Lookup Properties

Lookup properties are read-only, computed properties which contain entity primary key Edm.Guid data for one or more corresponding single-valued navigation properties. More information: Lookup properties and Retrieve data about lookup properties.

NameSingle-valued navigation propertyDescription
_accountid_value

Unique identifier of the account with which the lead is associated.

_campaignid_valuecampaignid

Choose the campaign that the lead was generated from to track the effectiveness of marketing campaigns and identify communications received by the lead.

_contactid_value

Unique identifier of the contact with which the lead is associated.

_createdby_valuecreatedby

Shows who created the record.

_createdonbehalfby_valuecreatedonbehalfby

Shows who created the record on behalf of another user.

_customerid_valuecustomerid_accountcustomerid_contact

Select the customer account or contact to provide a quick link to additional customer details, such as account information, activities, and opportunities.

_masterid_valuemasterid

Unique identifier of the master lead for merge.

_modifiedby_valuemodifiedby

Shows who last updated the record.

_modifiedonbehalfby_valuemodifiedonbehalfby

Shows who last updated the record on behalf of another user.

_originatingcaseid_valueoriginatingcaseid

This attribute is used for Sample Service Business Processes.

_ownerid_valueownerid

Owner Id

_owningbusinessunit_valueowningbusinessunit

Unique identifier for the business unit that owns the record

_owningteam_valueowningteam

Unique identifier for the team that owns the record.

_owninguser_valueowninguser

Unique identifier for the user that owns the record.

_parentaccountid_valueparentaccountid

Choose an account to connect this lead to, so that the relationship is visible in reports and analytics.

_parentcontactid_valueparentcontactid

Choose a contact to connect this lead to, so that the relationship is visible in reports and analytics.

_qualifyingopportunityid_valuequalifyingopportunityid

Choose the opportunity that the lead was qualified on and then converted to.

_relatedobjectid_value

Related Campaign Response.

_slaid_valueslaid_sla

Choose the service level agreement (SLA) that you want to apply to the Lead record.

_slainvokedid_valueslainvokedid_lead_sla

Last SLA that was applied to this case. This field is for internal use only.

_transactioncurrencyid_valuetransactioncurrencyid

Choose the local currency for the record to make sure budgets are reported in the correct currency.

Single-valued navigation properties

Single-valued navigation properties represent lookup fields where a single entity can be referenced. Each single-valued navigation property has a corresponding partner collection-valued navigation property on the related entity.

NameTypePartner
campaignidcampaigncampaign_leads
createdbysystemuserlk_leadbase_createdby
createdonbehalfbysystemuserlk_lead_createdonbehalfby
customerid_accountaccountlead_customer_accounts
customerid_contactcontactlead_customer_contacts
masteridleadlead_master_lead
modifiedbysystemuserlk_leadbase_modifiedby
modifiedonbehalfbysystemuserlk_lead_modifiedonbehalfby
originatingcaseidincidentOriginatingCase_Lead
owneridprincipalowner_leads
owningbusinessunitbusinessunitbusiness_unit_leads
owningteamteamlead_owning_team
owningusersystemuserlead_owning_user
parentaccountidaccountlead_parent_account
parentcontactidcontactlead_parent_contact
qualifyingopportunityidopportunitylead_qualifying_opportunity
relatedobjectidcampaignresponseCampaignResponse_Lead
slaid_slaslamanualsla_lead
slainvokedid_lead_slaslasla_lead
stageid_processstageprocessstageprocessstage_lead
transactioncurrencyidtransactioncurrencytransactioncurrency_lead

Collection-valued navigation properties

Collection-valued navigation properties represent collections of entities which may represent either a one-to-many (1:N) or many-to-many (N:N) relationship between the entities.

Lead The Field Pdf Nightingale

NameTypePartner
account_originating_leadaccountoriginatingleadid
accountleads_associationaccountaccountleads_association
contact_originating_leadcontactoriginatingleadid
contactleads_associationcontactcontactleads_association
CreatedLead_BulkOperationLogsbulkoperationlogcreatedobjectid_lead
Lead_actioncardactioncardregardingobjectid_lead_actioncard
lead_activity_partiesactivitypartypartyid_lead
Lead_ActivityPointersactivitypointerregardingobjectid_lead
lead_addressesleadaddressparentid
Lead_Annotationannotationobjectid_lead
Lead_Appointmentsappointmentregardingobjectid_lead_appointment
Lead_AsyncOperationsasyncoperationregardingobjectid_lead
Lead_BulkDeleteFailuresbulkdeletefailureregardingobjectid_lead
lead_BulkOperationsbulkoperationregardingobjectid_lead_bulkoperation
lead_CampaignActivitiescampaignactivityregardingobjectid_lead_campaignactivity
lead_CampaignResponsescampaignresponseregardingobjectid_lead_campaignresponse
lead_connections1connectionrecord1id_lead
lead_connections2connectionrecord2id_lead
Lead_DuplicateBaseRecordduplicaterecordbaserecordid_lead
Lead_DuplicateMatchingRecordduplicaterecordduplicaterecordid_lead
Lead_Email_EmailSenderemailemailsender_lead
Lead_Emailsemailregardingobjectid_lead_email
Lead_Faxesfaxregardingobjectid_lead_fax
lead_IncidentResolutionsincidentresolutionregardingobjectid_lead_incidentresolution
lead_leadtoopportunitysalesprocessleadtoopportunitysalesprocessleadId
Lead_Lettersletterregardingobjectid_lead_letter
Lead_MailboxTrackingFoldermailboxtrackingfolderregardingobjectid_lead
lead_master_leadleadmasterid
lead_msdyn_approvalsmsdyn_approvalregardingobjectid_lead_msdyn_approval
lead_msdyn_bookingalertsmsdyn_bookingalertregardingobjectid_lead_msdyn_bookingalert
lead_OpportunityClosesopportunitycloseregardingobjectid_lead_opportunityclose
lead_OrderClosesordercloseregardingobjectid_lead_orderclose
Lead_Phonecallsphonecallregardingobjectid_lead_phonecall
lead_PostFollowspostfollowregardingobjectid_lead
lead_PostRegardingspostregardingregardingobjectid_lead
lead_principalobjectattributeaccessprincipalobjectattributeaccessobjectid_lead
Lead_ProcessSessionsprocesssessionregardingobjectid_lead
lead_QuoteClosesquotecloseregardingobjectid_lead_quoteclose
Lead_RecurringAppointmentMastersrecurringappointmentmasterregardingobjectid_lead_recurringappointmentmaster
Lead_ServiceAppointmentsserviceappointmentregardingobjectid_lead_serviceappointment
Lead_SharepointDocumentLocationsharepointdocumentlocationregardingobjectid_lead
Lead_SocialActivitiessocialactivityregardingobjectid_lead_socialactivity
Lead_SyncErrorssyncerrorregardingobjectid_lead_syncerror
Lead_Taskstaskregardingobjectid_lead_task
leadcompetitors_associationcompetitorleadcompetitors_association
leadproduct_associationproductleadproduct_association
listlead_associationlistlistlead_association
ms_lead_ms_newsitemms_newsitemms_LeadId
opportunity_originating_leadopportunityoriginatingleadid
slakpiinstance_leadslakpiinstanceregarding_lead
SourceLead_BulkOperationLogsbulkoperationlogregardingobjectid_lead

Operations

The following operations can be used with the lead entity type.

NameBinding
GrantAccessNot Bound
MergeNot Bound
ModifyAccessNot Bound
QualifyLeadEntity
RetrievePrincipalAccessNot Bound
RetrieveSharedPrincipalsAndAccessNot Bound
RevokeAccessNot Bound

Solutions

The following solutions include the lead entity type.

Lead The Field Transcript

The
NameDescription
App for Outlook
Field ServiceMicrosoft Dynamics 365 for Field Service allows organizations of any size to deliver intelligent, world class field service, managing all aspects of the end-to-end field service management cycle. Features include scheduling, mobile, asset management, inventory control, customer notifications, and resource utilization controls that help maximize efficiency and minimize costs.
CRM ExtensionsFor internal use only.
Lead ManagementDynamics 365 workload for lead management.
MarketingDynamics 365 workload for marketing and enterprise.
Marketing SalesFor internal use only.
SalesDynamics 365 workload for sales.
ServiceDynamics 365 workload for service.
Project Service AutomationMicrosoft Dynamics 365 for Project Service Automation is an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Project Service gives you the tools you need to: Estimate, quote, and contract work; Plan and assign resources; Enable team collaboration; Capture time, expense, and progress data for real-time insights and accurate invoicing.

Lead The Field Book Pdf

See also





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