Partner center referrals connector will help Microsoft partners to get a bidirectional sync between their CRM instances and partner center referrals system.
Status: Preview |
Tier: Premium |
Version: 1.0 |
Name |
Summary |
Get all referrals |
|
Create a referral |
|
Get a referral by Id |
|
Update a referral by Id |
|
Update specific fields in a referral by Id |
Name |
Summary |
Name |
Summary |
|
|
Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral |
|
|
Summary: Get all referrals
Description: Get all referrals
Syntax:
PartnerCenterReferrals.GetAllReferrals ([advanced][Optional]string $expand, [advanced][Optional]string $filter, [advanced][Optional]string $select, [advanced][Optional]string $orderby, [advanced][Optional]integer $top, [advanced][Optional]integer $skip, [advanced][Optional]boolean $count, [internal]string content-type, [Optional]string MS-CorrelationId, [internal][Optional]string X-Caller-Id)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
$expand |
string (Expand Query) |
Expands related entities inline (default = none). |
False |
|
$filter |
string (Filter Query) |
An ODATA filter query to restrict the entries returned (e.g. stringColumn eq 'string' OR numberColumn lt 123). |
False |
|
$select |
string (Select Query) |
An ODATA select query to display which properties to include in the response. |
False |
|
$orderby |
string (Order By) |
An ODATA orderBy query for specifying the order of entries. |
False |
|
$top |
integer(int32) (Top Count) |
Total number of entries to retrieve (default = all). |
False |
|
$skip |
integer(int32) (Skip Count) |
The number of entries to skip (default = 0). |
False |
|
$count |
boolean (Count) |
Includes a count of the matching results in the response. |
False |
|
content-type |
string
|
Content type of the request. |
True |
|
MS-CorrelationId |
string (Correlation ID) |
The unique identifier to track the request. |
False |
|
X-Caller-Id |
string
|
Optional, ID to identify the caller - Power Automate |
False |
Returns:
Summary: Create a referral
Description: Create a referral
Syntax:
PartnerCenterReferrals.CreateReferral (Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral Referral, [Optional]string MS-CorrelationId, [internal][Optional]string X-Caller-Id)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
Referral |
Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral
|
|
True |
|
MS-CorrelationId |
string (Correlation ID) |
The unique identifier to track the request |
False |
|
X-Caller-Id |
string
|
Optional, ID to identify the caller - Power Automate |
False |
Returns:
Type:Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral
Summary: Get a referral by Id
Description: Get a referral matching the given identifier
Syntax:
PartnerCenterReferrals.GetReferralById (string id, [internal]string content-type, [Optional]string MS-CorrelationId, [internal][Optional]string X-Caller-Id)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Referral ID) |
Identifier of the referral. |
True |
|
content-type |
string
|
Content type of the request. |
True |
|
MS-CorrelationId |
string (Correlation ID) |
The unique identifier to track the request |
False |
|
X-Caller-Id |
string
|
Optional, ID to identify the caller - Power Automate |
False |
Returns:
Type:Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral
Summary: Update a referral by Id
Description: Updates the referral matching the given referral identifier
Syntax:
PartnerCenterReferrals.UpdateReferralById (string id, Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral odataReferral, string if-match, [internal]string content-type, [Optional]string MS-CorrelationId, [internal][Optional]string X-Caller-Id)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Referral ID) |
The unique id for this referral. |
True |
|
odataReferral |
Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral
|
|
True |
|
if-match |
string (Used for if match header from the client) |
Used for if match header from the client. |
True |
|
content-type |
string
|
Content type of the request |
True |
|
MS-CorrelationId |
string (Correlation ID) |
The unique identifier to track the request |
False |
|
X-Caller-Id |
string
|
Optional, ID to identify the caller - Power Automate |
False |
Returns:
Type:Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral
Summary: Update specific fields in a referral by Id
Description: Updates the referral matching the given referral identifier for specific fields
Syntax:
PartnerCenterReferrals.PatchReferralById (string id, [internal]string content-type, [Optional]string MS-CorrelationId, [internal][Optional]string X-Caller-Id, array Referral)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
id |
string (Referral ID) |
The unique id for this referral |
True |
|
content-type |
string
|
Content type of the request |
True |
|
MS-CorrelationId |
string (Correlation ID) |
The unique identifier to track the request |
False |
|
X-Caller-Id |
string
|
Optional, ID to identify the caller - Power Automate |
False |
|
Referral |
array of (PatchReferralByIdParameterReferralItem)
|
Update Referral Details |
True |
Returns:
Type:Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral
Summary:
Description:
Properties:
Name |
Type |
Summary |
@odata.context |
string
|
OData context for this API call |
@odata.count |
integer(int32)
|
@odata.count |
value |
array of (Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral)
|
|
Summary:
Description:
Properties:
Name |
Type |
Summary |
@odata.context |
string
|
OData context for this API call |
campaignId |
string
|
Marketing Campaign ID |
consent |
|
consentObject |
createdDateTime |
string
|
Created Date Time |
customerProfile |
|
Details of the customer |
details |
|
Details of referral |
eTag |
string
|
eTag |
engagementId |
string
|
Engagement ID |
expirationDateTime |
string
|
Expiration DateTime |
externalReferenceId |
string
|
External Reference ID |
favorite |
boolean
|
Mark This Referral As Favorite |
id |
string
|
Referral ID |
inviteContext |
|
Invite Context |
lastModifiedVia |
string
|
Referral Last Modified By |
lastRunId |
string
|
Identifier For The Last Run |
links |
|
Links |
name |
string
|
Name |
organizationId |
string
|
Organization ID |
organizationName |
string
|
Organization Name |
qualification |
string
|
Qualification |
referralProgram |
string
|
Referral Program Name |
salesStage |
string
|
Sales Stage Values: [Qualify, Develop, Propose, Close] |
status |
string
|
Status |
statusReason |
string
|
Status Reason |
substatus |
string
|
SubStatus |
target |
array of (TargetItem)
|
Target |
team |
array of (TeamItem)
|
Sales Team |
trackingInfo |
|
Referral Tracking Information |
type |
string
|
Type of Referral |
updatedDateTime |
string
|
Updated Date Time |
Summary:
Description: consentObject
Properties:
Name |
Type |
Summary |
consentToContact |
boolean
|
Consent to Contact |
consentToToShareInfoWithOthers |
boolean
|
Consent to share info with others |
consentToShareReferralWithMicrosoftSellers |
boolean
|
Consent to share Referral with Microsoft Sellers |
Summary:
Description: Details of the customer
Properties:
Name |
Type |
Summary |
address |
|
Address of the customer |
ids |
array of (IdsItem)
|
CustomerProfileIDs |
name |
string
|
Customer Name |
size |
string
|
Customer Number of Employees |
team |
array of (TeamItem)
|
Customer Team |
Summary:
Description: Address of the customer
Properties:
Name |
Type |
Summary |
addressLine1 |
string
|
Customer Address Line 1 |
addressLine2 |
string
|
Customer Profile Address Line 2 |
city |
string
|
Customer Profile City |
country |
string
|
Customer Profile Country |
postalCode |
string
|
Customer Profile Postal Code |
region |
string
|
Customer Profile Region |
state |
string
|
Customer Profile State |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
contactPreference |
|
Customer Team Contact Preference |
|
string
|
Customer Team Email |
firstName |
string
|
Customer Team FirstName |
lastName |
string
|
Customer Team LastName |
phoneNumber |
string
|
Customer Team PhoneNumber |
Summary:
Description: Customer Team Contact Preference
Properties:
Name |
Type |
Summary |
disableNotifications |
boolean
|
Customer Team Contact Preference Disable Notifications |
locale |
string
|
Customer Team Contact Preference Locale |
Summary:
Description: Details of referral
Properties:
Name |
Type |
Summary |
closingDateTime |
string
|
Closing DateTime |
currency |
string
|
Currency |
customerAction |
string
|
Customer Action |
customerRequestedContact |
boolean
|
Has Customer Requested To Be Contacted |
dealValue |
number(float)
|
Deal Value |
notes |
string
|
Notes |
requirements |
|
Referral Requirements |
Summary:
Description: Referral Requirements
Properties:
Name |
Type |
Summary |
industries |
array of (IndustriesItem)
|
Industries |
products |
array of (ProductsItem)
|
Products |
services |
array of (ServicesItem)
|
Services |
solutions |
array of (SolutionsItem)
|
Solutions |
Summary:
Description:
Properties:
Name |
Type |
Summary |
id |
string
|
Industry Name |
Summary:
Description:
Properties:
Name |
Type |
Summary |
id |
string
|
Products Name |
Summary:
Description:
Properties:
Name |
Type |
Summary |
id |
string
|
Services Name |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description: Invite Context
Properties:
Name |
Type |
Summary |
assistanceRequestCode |
string
|
Assistance Request Code For This Referral Values: [Unknown, GeneralOrOther, CustomerTechnicalArchitecture, ProofOfConceptOrDemo, QuotesOrLicensing, PostSalesCustomerSuccess, WorkloadSpecificValueProposition] |
invitedBy |
|
Invited By |
notes |
string
|
Invite Context Notes |
Summary:
Description: Invited By
Properties:
Name |
Type |
Summary |
organizationId |
string
|
Invited By Organization ID |
organizationName |
string
|
Invited By Organization Name |
Summary:
Description: Links
Properties:
Name |
Type |
Summary |
relatedReferrals |
|
Related Referrals |
self |
|
Links Self |
Summary:
Description: Related Referrals
Properties:
Name |
Type |
Summary |
method |
string
|
Links Related Referrals Method |
uri |
string
|
Links Related Referrals URI |
Summary:
Description: Links Self
Properties:
Name |
Type |
Summary |
method |
string
|
Links Self Method |
uri |
string
|
Links Self URI |
Summary:
Description:
Properties:
Name |
Type |
Summary |
id |
string
|
Target ID |
type |
string
|
Target Type |
Summary:
Description:
Properties:
Name |
Type |
Summary |
contactPreference |
|
Sales Team Contact Preference |
|
string
|
Sales Team Email |
firstName |
string
|
Sales Team First Name |
lastName |
string
|
Sales Team Last Name |
phoneNumber |
string
|
Sales Team Phone Number |
Summary:
Description: Sales Team Contact Preference
Properties:
Name |
Type |
Summary |
disableNotifications |
boolean
|
Sales Team Disable Notifications |
locale |
string
|
Sales Team Contact Preference Locale |
Summary:
Description: Referral Tracking Information
Properties:
Name |
Type |
Summary |
microsoftMsxId |
string
|
Opportunity ID for the referral in Microsoft CRM |
Summary:
Description:
Properties:
Name |
Type |
Summary |
op |
string Update Operation |
Choose an update (patch) operation Values: [replace, add] |
path |
string Field Path |
Path to specific field within referral document for e.g. /details/notes Values: [/campaignId, /consent/consentToShareReferralWithMicrosoftSellers, /customerProfile/team, /customerProfile/team/-, /details/closingDateTime, /details/currency, /details/dealValue, /details/notes, /details/requirements/solutions, /details/requirements/solutions/-, /externalReferenceId, /referralProgram, /salesStage, /status, /substatus, /statusReason, /team, /team/-] |
value |
Value |
New value to be replaced |
Summary: Value
Description: New value to be replaced
Properties:
Name |
Type |
Summary |