Connectors Reference

Partner Center Referrals

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

 

Actions:

Name

Summary

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)

Get all referrals

CreateReferral (Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral Referral, [Optional]string MS-CorrelationId, [internal][Optional]string X-Caller-Id)

Create a referral

GetReferralById (string id, [internal]string content-type, [Optional]string MS-CorrelationId, [internal][Optional]string X-Caller-Id)

Get a referral by Id

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)

Update a referral by Id

PatchReferralById (string id, [internal]string content-type, [Optional]string MS-CorrelationId, [internal][Optional]string X-Caller-Id, array Referral)

Update specific fields in a referral by Id

 

Triggers:

Name

Summary

 

Objects:

Name

Summary

GetAllReferralsResponse

 

Microsoft.Partner.Service.PartnerReferrals.Contracts.V3.Referral

 

PatchReferralByIdParameterReferralItem

 

 

Actions:

GetAllReferrals

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:

          Type:GetAllReferralsResponse

 

CreateReferral

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

 

GetReferralById

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

 

UpdateReferralById

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

 

PatchReferralById

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

 


 

GetAllReferralsResponse

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)

 

 


 

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

Consent

 

consentObject

createdDateTime

string

 

Created Date Time

customerProfile

CustomerProfile

 

Details of the customer

details

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

InviteContext

 

Invite Context

lastModifiedVia

string

 

Referral Last Modified By

lastRunId

string

 

Identifier For The Last Run

links

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

TrackingInfo

 

Referral Tracking Information

type

string

 

Type of Referral

updatedDateTime

string

 

Updated Date Time

 

Consent

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

 

CustomerProfile

Summary:

Description: Details of the customer

 

          Properties:

Name

Type

Summary

address

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

 

Address

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

 

IdsItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

 

TeamItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

contactPreference

ContactPreference

 

Customer Team Contact Preference

email

string

 

Customer Team Email

firstName

string

 

Customer Team FirstName

lastName

string

 

Customer Team LastName

phoneNumber

string

 

Customer Team PhoneNumber

 

ContactPreference

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

 

Details

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

Requirements

 

Referral Requirements

 

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

 

IndustriesItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

id

string

 

Industry Name

 

ProductsItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

id

string

 

Products Name

 

ServicesItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

id

string

 

Services Name

 

SolutionsItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

 

InviteContext

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

InvitedBy

 

Invited By

notes

string

 

Invite Context Notes

 

InvitedBy

Summary:

Description: Invited By

 

          Properties:

Name

Type

Summary

organizationId

string

 

Invited By Organization ID

organizationName

string

 

Invited By Organization Name

 

Links

Summary:

Description: Links

 

          Properties:

Name

Type

Summary

relatedReferrals

RelatedReferrals

 

Related Referrals

self

Self

 

Links Self

 

RelatedReferrals

Summary:

Description: Related Referrals

 

          Properties:

Name

Type

Summary

method

string

 

Links Related Referrals Method

uri

string

 

Links Related Referrals URI

 

Self

Summary:

Description: Links Self

 

          Properties:

Name

Type

Summary

method

string

 

Links Self Method

uri

string

 

Links Self URI

 

TargetItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

id

string

 

Target ID

type

string

 

Target Type

 

TeamItem

Summary:

Description:

 

          Properties:

Name

Type

Summary

contactPreference

ContactPreference

 

Sales Team Contact Preference

email

string

 

Sales Team Email

firstName

string

 

Sales Team First Name

lastName

string

 

Sales Team Last Name

phoneNumber

string

 

Sales Team Phone Number

 

ContactPreference

Summary:

Description: Sales Team Contact Preference

 

          Properties:

Name

Type

Summary

disableNotifications

boolean

 

Sales Team Disable Notifications

locale

string

 

Sales Team Contact Preference Locale

 

TrackingInfo

Summary:

Description: Referral Tracking Information

 

          Properties:

Name

Type

Summary

microsoftMsxId

string

 

Opportunity ID for the referral in Microsoft CRM

 


 

PatchReferralByIdParameterReferralItem

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

Value

New value to be replaced

 

Value

Summary: Value

Description: New value to be replaced

 

          Properties:

Name

Type

Summary