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