Skip to content

Commit e57e57d

Browse files
authored
Merge pull request #3759 from MicrosoftDocs/backoff-cds-term-update
Restoring dev topics to master version
2 parents b566c9e + 21a33e6 commit e57e57d

File tree

738 files changed

+7131
-39069
lines changed

Some content is hidden

Large Commits have some content hidden by default. Use the searchbox below for content that may be hidden.

738 files changed

+7131
-39069
lines changed

powerapps-docs/developer/common-data-service/TOC.yml

Lines changed: 24 additions & 25 deletions
Original file line numberDiff line numberDiff line change
@@ -2,7 +2,6 @@
22
href: index.yml
33
- name: Overview
44
href: overview.md
5-
displayName: Common Data Service overview
65
- name: Get started
76
href: get-started-cds-developers.md
87
items:
@@ -57,7 +56,7 @@
5756
- name: Audit data changes
5857
href: auditing-overview.md
5958
items:
60-
- name: Configure tables and columns for auditing
59+
- name: Configure entities and attributes for auditing
6160
href: configure-entities-attributes-auditing.md
6261
- name: Retrieve and delete the history of audited data changes
6362
href: retrieve-and-delete-the-history-of-audited-data-changes.md
@@ -72,7 +71,7 @@
7271
href: run-duplicate-detection.md
7372
- name: Duplicate detection messages
7473
href: duplicate-detection-messages.md
75-
- name: Duplicate Rule tables
74+
- name: Duplicate Rule entities
7675
href: duplicaterule-entities.md
7776
- name: Delete data in bulk
7877
href: delete-data-bulk.md
@@ -205,23 +204,23 @@
205204
href: register-web-hook.md
206205
- name: Test webhook registration
207206
href: test-webhook-registration.md
208-
- name: Work with Common Data Service tables
207+
- name: Work with Common Data Service entities
209208
href: entities.md
210209
items:
211-
- name: Customer tables
210+
- name: Customer entities
212211
href: customer-entities-account-contact.md
213-
- name: Activity tables
212+
- name: Activity entities
214213
href: activity-entities.md
215214
items:
216215
- name: Custom activities
217216
href: custom-activities.md
218-
- name: Email activity tables
217+
- name: Email activity entities
219218
href: email-activity-entities.md
220-
- name: Task, fax, phone call, and letter activity tables
219+
- name: Task, fax, phone call, and letter activity entities
221220
href: task-fax-phone-call-letter-activity-entities.md
222-
- name: ActivityParty table
221+
- name: ActivityParty entity
223222
href: activityparty-entity.md
224-
- name: ActivityPointer (activity) table
223+
- name: ActivityPointer (activity) entity
225224
href: activitypointer-activity-entity.md
226225
- name: Recurring Appointments
227226
items:
@@ -233,42 +232,42 @@
233232
href: update-recurring-appointment.md
234233
- name: Link custom attributes of the recurring appointment master and appointment entities
235234
href: link-custom-attributes-recurring-master-appointment-entities.md
236-
- name: Annotation (note) table
235+
- name: Annotation (note) entity
237236
href: annotation-note-entity.md
238-
- name: Calendar tables
237+
- name: Calendar entities
239238
href: calendar-entities.md
240239
items:
241240
- name: Types of calendars
242241
href: types-calendars.md
243-
- name: Queue tables
242+
- name: Queue entities
244243
href: queue-entities.md
245-
- name: Subject table
244+
- name: Subject entity
246245
href: subject-entity.md
247246
- name: Apply Service Level Agreements (SLAs)
248247
href: apply-slas-entities.md
249-
- name: Transaction Currency (currency) table
248+
- name: Transaction Currency (currency) entity
250249
href: transaction-currency-currency-entity.md
251-
- name: Category table
250+
- name: Category entity
252251
href: use-category-entity.md
253-
- name: Feedback table
252+
- name: Feedback entity
254253
href: use-feedback-entity-manage-feedback-ratings-records.md
255-
- name: Security tables
254+
- name: Security entities
256255
href: security-model.md
257256
items:
258-
- name: User and team tables
257+
- name: User and team entities
259258
href: user-team-entities.md
260259
items:
261260
- name: Specify time zone settings for a user
262261
href: specify-time-zone-settings-user.md
263-
- name: Time zone tables
262+
- name: Time zone entities
264263
href: time-zone-entities.md
265-
- name: BusinessUnit table
264+
- name: BusinessUnit entity
266265
href: businessunit-entity.md
267-
- name: Field security tables
266+
- name: Field security entities
268267
href: field-security-entities.md
269268
- name: Use access teams and owner teams to collaborate and share information
270269
href: use-access-teams-owner-teams-collaborate-share-information.md
271-
- name: Template tables
270+
- name: Template entities
272271
href: upload-manage-document-templates.md
273272
- name: Work with metadata using code
274273
href: metadata-services.md
@@ -315,7 +314,7 @@
315314
- name: Use connections to link records to each other
316315
href: connection-entities.md
317316
items:
318-
- name: Describe a relationship between tables with connection roles
317+
- name: Describe a relationship between entities with connection roles
319318
href: describe-relationship-entities-connection-roles.md
320319
- name: Customize labels to support multiple languages
321320
href: customize-labels-support-multiple-languages.md
@@ -418,7 +417,7 @@
418417
href: testing-tools-server.md
419418
- name: Reference
420419
items:
421-
- name: Table reference
420+
- name: Entity reference
422421
href: reference/entities/toc.yml
423422
- name: Web API Reference
424423
href: /dynamics365/customer-engagement/web-api/about
Lines changed: 28 additions & 19 deletions
Original file line numberDiff line numberDiff line change
@@ -1,8 +1,8 @@
11
---
2-
title: "Activity tables (Common Data Service) | Microsoft Docs" # Intent and product brand in a unique string of 43-59 chars including spaces
2+
title: "Activity entities (Common Data Service) | Microsoft Docs" # Intent and product brand in a unique string of 43-59 chars including spaces
33
description: "Activities are tasks that you or your teams perform when they contact customers, for example, sending letters or making telephone calls." # 115-145 characters including spaces. This abstract displays in the search result.
44
ms.custom: ""
5-
ms.date: 11/08/2020
5+
ms.date: 10/31/2018
66
ms.reviewer: "pehecke"
77
ms.service: powerapps
88
ms.topic: "article"
@@ -15,7 +15,7 @@ search.app:
1515
- PowerApps
1616
- D365CE
1717
---
18-
# Activity tables
18+
# Activity entities
1919

2020
[!INCLUDE[cc-data-platform-banner](../../includes/cc-data-platform-banner.md)]
2121

@@ -25,24 +25,33 @@ In Common Data Service, activities are tasks that you or your teams perform when
2525

2626
![Activity diagram](media/entity-model-activity.gif "Activity diagram")
2727

28-
To support the communication needs of the modern-day business, such as instant messaging (IM) and SMS, you can create [custom activities](custom-activities.md) in Common Data Service.
28+
To support the communication needs of the modern-day business, such as instant messaging (IM) and SMS, you can create custom activities in Common Data Service.
2929

30-
## Other activity tables
30+
**Other activity entities**
3131

32-
The scheduling activities enables you to schedule your services and resources, and thus define work schedules. The scheduling activity tables are [Appointment](reference/entities/appointment.md) and [RecurringAppointmentMaster](reference/entities/recurringappointmentmaster.md)
32+
- The scheduling activities enables you to schedule your services and resources, and thus define work schedules. The scheduling activity entities are `Appointment`, `ServiceAppointment`, and `RecurringAppointmentMaster`. For more information, see [Schedule and Appointment Entities](/dynamics365/customer-engagement/developer/schedule-appointment-entities).
3333

34-
## Related topics
35-
[Custom Activities](custom-activities.md)<br/>
36-
[E-mail Activity tables](email-activity-entities.md)<br/>
37-
[Task, Fax, Phone Call, and Letter activity tables](task-fax-phone-call-letter-activity-entities.md)<br/>
38-
[Activity Party table](activityparty-entity.md)<br/>
39-
[Activity Pointer (Activity) table](activitypointer-activity-entity.md)
40-
[Recurring appointments](recurring-appointment-partial-expansion-model.md)
34+
- The marketing activity, `CampaignResponse`, enables you to capture responses from the customers for a marketing campaign, while the `CampaignActivity` entity represents a step in a campaign. For more information, see [Campaign Entities](/dynamics365/customer-engagement/developer/campaign-entities).
4135

42-
### See also
43-
44-
[Sample Code for Activity tables](/powerapps/developer/common-data-service/org-service/samples/convert-fax-task)
45-
46-
[Server-side synchronization tables](server-side-synchronization-entities.md)
36+
- The sales force automation entities `OpportunityClose`, `OrderClose`, and `QuoteClose` activities capture information about each of these events. For more information, see [Sales Entities (Lead, Opportunity, Competitor, Quote, Order, Invoice)](/dynamics365/customer-engagement/developer/sales-entities-lead-opportunity-competitor-quote-order-invoice).
4737

48-
[Customize table metadata](customize-entity-metadata.md)
38+
- The customer service entity `IncidentResolution` activity captures information about the resolution of a case. For more information, see [Incident (Case) Entities](/dynamics365/customer-engagement/developer/incident-case-entities).
39+
40+
## In This Section
41+
[Custom Activities in Dynamics 365](custom-activities.md)
42+
43+
[Activity Pointer (Activity) Entity](activitypointer-activity-entity.md)
44+
45+
[Activity Party Entity](activityparty-entity.md)
46+
47+
[Task, Fax, Phone Call, and Letter Activity Entities](task-fax-phone-call-letter-activity-entities.md)
48+
49+
[E-mail Activity Entities](email-activity-entities.md)
50+
51+
[Sample Code for Activity Entities](/dynamics365/customer-engagement/developer/sample-code-activity-entities)
52+
53+
## Related Sections
54+
55+
[Server-side Synchronization Entities](server-side-synchronization-entities.md)
56+
57+
[Customize Entity Metadata](customize-entity-metadata.md)

powerapps-docs/developer/common-data-service/activityparty-entity.md

Lines changed: 3 additions & 3 deletions
Original file line numberDiff line numberDiff line change
@@ -1,8 +1,8 @@
11
---
2-
title: "ActivityParty table (Common Data Service) | Microsoft Docs" # Intent and product brand in a unique string of 43-59 chars including spaces
2+
title: "ActivityParty entity (Common Data Service) | Microsoft Docs" # Intent and product brand in a unique string of 43-59 chars including spaces
33
description: "An activity party represents a person or group associated with an activity. An activity can have multiple activity parties"
44
ms.custom: ""
5-
ms.date: 11/09/2020
5+
ms.date: 10/31/2018
66
ms.reviewer: "pehecke"
77
ms.service: powerapps
88
ms.topic: "article"
@@ -15,7 +15,7 @@ search.app:
1515
- PowerApps
1616
- D365CE
1717
---
18-
# ActivityParty table
18+
# ActivityParty entity
1919

2020
[!INCLUDE[cc-data-platform-banner](../../includes/cc-data-platform-banner.md)]
2121

Lines changed: 8 additions & 8 deletions
Original file line numberDiff line numberDiff line change
@@ -1,8 +1,8 @@
11
---
2-
title: "ActivityPointer (activity) table (Common Data Service) | Microsoft Docs" # Intent and product brand in a unique string of 43-59 chars including spaces
3-
description: "The activity pointer (activity) table represents any activity or task that is performed, or to be performed by a user. An activity is any action for which an entry can be made on a calendar"
2+
title: "ActivityPointer (activity) entity (Common Data Service) | Microsoft Docs" # Intent and product brand in a unique string of 43-59 chars including spaces
3+
description: "The activity pointer (activity) entity represents any activity or task that is performed, or to be performed by a user. An activity is any action for which an entry can be made on a calendar"
44
ms.custom: ""
5-
ms.date: 11/09/2020
5+
ms.date: 10/31/2018
66
ms.reviewer: "pehecke"
77
ms.service: powerapps
88
ms.topic: "article"
@@ -15,11 +15,11 @@ search.app:
1515
- PowerApps
1616
- D365CE
1717
---
18-
# ActivityPointer (activity) table
18+
# ActivityPointer (activity) entity
1919

2020
[!INCLUDE[cc-data-platform-banner](../../includes/cc-data-platform-banner.md)]
2121

22-
The activity pointer (activity) table represents any activity or task that is performed, or to be performed by a user. An activity is any action for which an entry can be made on a calendar.
22+
The activity pointer (activity) entity represents any activity or task that is performed, or to be performed by a user. An activity is any action for which an entry can be made on a calendar.
2323

2424
Whenever you create an activity record in Common Data Service, a corresponding activity pointer record is created. This indicates that the activity record and the corresponding activity pointer record have the same value for the `ActivityId` attribute. For example, if you create an `Email` record, the attribute values of `Email.ActivityId` and the corresponding `ActivityPointer.ActivityId` will be the same.
2525

@@ -29,10 +29,10 @@ The activity pointer (activity) table represents any activity or task that is pe
2929

3030
## Control how activities are sorted by date
3131

32-
Whenever you display a list of activity tables and order them by date, you can only use the common date columns defined in the activitypointer table. However, sometimes you want different sorting behaviors depending on the type of activity. For example, with the email entity you might want to sort by the `senton` column value rather than the `modifiedon` column value.
32+
Whenever you display a list of activity entities and order them by date, you can only use the common date attributes defined in the activitypointer entity. However, sometimes you want different sorting behaviors depending on the type of activity. For example, with the email entity you might want to sort by the senton attribute value rather than the modifiedon attribute value.
3333

34-
Use the sortdate attribute to control how activities are sorted by date. By default, the sortdate attribute value is null. You must include business logic to populate the date value that will be set for this attribute and then use the sortdate attribute within the query defined for the view. You can set the sortdate attribute value using a workflow or a plug-in. For consistent results, you should set this value for every type of activity and any existing activity data in the system.
34+
Use the sortdate attribute to control how activities are sorted by date. By default, the sortdate attribute value is null. You must include business logic to populate the date value that will be set for this attribute and then use the sortdate attribute within the query defined for the view. You can set the sortdate attribute value using a workflow or a plugin. For consistent results you should set this value for every type of activity and any existing activity data in the system.
3535

3636
### See also
3737
[Activity Entities](activity-entities.md)
38-
[ActivityPointer Entity](reference/entities/activitypointer.md)
38+
[ActivityPointer Entity](reference/entities/activitypointer.md)

powerapps-docs/developer/common-data-service/annotation-note-entity.md

Lines changed: 13 additions & 8 deletions
Original file line numberDiff line numberDiff line change
@@ -1,6 +1,6 @@
11
---
2-
title: "Annotation(note) table (Common Data Service) | Microsoft Docs"
3-
description: "Learn about annotation table to append additional information to any record in the database. The annotation table represents an annotation and contains the annotation text, who created and modified the annotation, and whether a file is attached to the annotation."
2+
title: "Annotation(note) entity (Common Data Service) | Microsoft Docs"
3+
description: "Learn about annotation entity to append additional information to any record in the database. The annotation entity represents an annotation and contains the annotation text, who created and modified the annotation, and whether a file is attached to the annotation."
44
ms.custom: ""
55
ms.date: 10/31/2018
66
ms.reviewer: "pehecke"
@@ -15,19 +15,19 @@ search.app:
1515
- PowerApps
1616
- D365CE
1717
---
18-
# Annotation (note) table
18+
# Annotation (note) entity
1919

2020
[!INCLUDE[cc-data-platform-banner](../../includes/cc-data-platform-banner.md)]
2121

2222
The *annotations (notes)* provide easy ways to append additional information to any record in the
23-
Common Data Service database. An annotation (note) is a text entry that can be associated with any table in
23+
Common Data Service database. An annotation (note) is a text entry that can be associated with any entity in
2424
Common Data Service. However, you can associate annotations with only those custom entities that are created with
2525
the <xref:Microsoft.Xrm.Sdk.Messages.CreateEntityRequest.HasNotes> property set to `true` in the <xref:Microsoft.Xrm.Sdk.Messages.CreateEntityRequest> class. You can update a
26-
custom table, which is not enabled for notes, to have notes by setting the <xref:Microsoft.Xrm.Sdk.Messages.UpdateEntityRequest>.<xref:Microsoft.Xrm.Sdk.Messages.UpdateEntityRequest.HasNotes> property to `true`.
26+
custom entity, which is not enabled for notes, to have notes by setting the <xref:Microsoft.Xrm.Sdk.Messages.UpdateEntityRequest>.<xref:Microsoft.Xrm.Sdk.Messages.UpdateEntityRequest.HasNotes> property to `true`.
2727

2828
Using the Web API, set the `HasNotes` property of the <xref:Microsoft.Dynamics.CRM.EntityMetadata> EntityType controls this.
2929

30-
The `Annotation` table represents an annotation (note), and contains the following information:
30+
The `Annotation` entity represents an annotation (note), and contains the following information:
3131

3232
- Annotation (note) text
3333

@@ -38,6 +38,11 @@ Using the Web API, set the `HasNotes` property of the <xref:Microsoft.Dynamics.C
3838
An attached file can be any standard computer file format that includes Office Word documents, Office Excel spreadsheets, CAD files, and PDF files. An attachment can be associated with any object, other than an annotation (note), in Common Data Service.
3939

4040
To upload or remove an attachment, use the <xref:Microsoft.Xrm.Sdk.IOrganizationService>.<xref:Microsoft.Xrm.Sdk.IOrganizationService.Update*> method or <xref:Microsoft.Xrm.Sdk.Messages.UpdateRequest> message, setting the `Annotation.Filename` and `Annotation.MimeType` properties. This uploads an attachment that has been decoded into a base64 string format. The [System.Convert.ToBase64String](https://msdn.microsoft.com/library/system.convert.tobase64string.aspx) method can be used to convert the contents of a data file into a base64-formatted string. The maximum size of files that can be uploaded is determined by the **Organization.MaxUploadFileSize** property. This property is set in the **Email** tab of the **System Settings** in the Dynamics 365 application. This setting limits the size of files that can be attached to email messages, notes, and web resources. The default setting is 5 MB.
41-
41+
42+
## In This Section
43+
[Sample: Upload, Retrieve, and Download an Attachment](/dynamics365/customer-engagement/developer/sample-upload-retrieve-download-attachment)
44+
4245
### See also
43-
[Annotation table](reference/entities/annotation.md)
46+
[Annotation Entity](reference/entities/annotation.md)
47+
[Model Your Business Data](/dynamics365/customer-engagement/developer/model-business-data)
48+
[UserQuery (Saved View) Entity](/dynamics365/customer-engagement/developer/userquery-saved-view-entity)

0 commit comments

Comments
 (0)