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