Web API Action Reference

Dynamics CRM 2016

Updated: November 29, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Actions represent a operations which may have observable side effects, such as creating or updating records. An Action may require parameters and may return a value. Actions may be bound to entity types.

In This Section

Name	Description
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 365 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.
Book Action	Schedules or "books" an appointment, recurring appointment, or service appointment (service activity).
BulkDelete Action	Submits a bulk delete job that deletes selected records in bulk. This job runs asynchronously in the background without blocking other activities.
BulkDetectDuplicates Action	Submits an asynchronous system job that detects and logs multiple duplicate records.
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 unmanged solution that contains the original solution plus all of its patches.
CloneContract Action	Copies an existing contract and its line items.
CloneMobileOfflineProfile Action	For internal use only.
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).
CreateCustomerRelationships Action	Creates a new customer lookup attribute, and optionally, to add it to a specified unmanaged solution.
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.
ExecuteWorkflow Action	Executes a workflow.
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.
FullTextSearchKnowledgeArticle Action	Performs a full-text search on knowledge articles in Dynamics 365 using the specified search text.
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 365.
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 365 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.
PropagateByExpression Action	Creates a quick campaign to distribute an activity to accounts, contacts, or leads that are selected by a query.
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.
QualifyLead Action	Qualifies a lead and create account, contact, and opportunity records that are linked to the originating lead record.
QualifyMemberList Action	Qualifies the specified list and either override the list members or remove them according to the specified option.
QueryExpressionToFetchXml Action	Converts a QueryExpression query to its equivalent FetchXML query
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.
Reschedule Action	Reschedules an appointment, recurring appointment, or service appointment (service activity).
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.
SendBulkMail Action	Sends bulk email messages.
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.
SetFeatureStatus Action	TODO: SetFeatureStatus Action Description
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.
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.
UpdateFeatureConfig Action	For internal use only.
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.

Related Sections

Web API EntityType Reference

Web API Function Reference

Web API Query Function Reference

Web API ComplexType Reference

Web API EnumType Reference

Web API Metadata EntityType Reference

Microsoft Dynamics 365

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