Supported apps

Table 1. Supported apps
App Name What can be protected?
Dynamics 365 CRM Sales
  • The business entities under CRM Sales app.
  • The key business objects include: Accounts, Contacts, Leads, Opportunities, Competitors, Orders, Invoices, Activities.
Dynamics 365 CRM Customer Service
  • The business entities under CRM Customer Service app.
  • The key business objects include: Accounts, Contacts, Cases, Activities.
Dynamics 365 CRM Field Service
  • The business entities under CRM Field Service app.
  • The key business objects include: Accounts, Contacts, Leads, Opportunities, Orders, Agreements, Invoices, Customer Assets, Purchase Orders.
Dynamics 365 CRM Project Service Automation
  • The business entities under CRM Service Automation app.
  • The key business objects include: Customers, Contacts, Leads, Opportunities, Projects, Invoices, Resource, Resource Requests, Expenses.
Dynamics 365 CRM Customer Insights
  • Since you can import data from other Dynamics 365 CRM as the information source into Customer Insights, EM for Microsoft Dynamics CRM protects or filters data from the Dynamics 365 CRM source to ensure that only allowed data is imported into the Customer Insights app.
  • The key business entities from the data imported in Customer Insights app.
  • The key business objects include: Accounts, Contact, Opportunity, Activity.