Diagrams


Table

CRM Opportunity

DynamicsDocs.comCRM Opportunity«Table 5343»CRM OpportunityOpportunityId [PK]PriceLevelIdOpportunityRatingCode; [Hot,Warm,Cold]PriorityCode; [DefaultValue]ContactIdAccountIdNameStepIdDescriptionEstimatedValueStepNameSalesStageCode; [DefaultValue]ParticipatesInWorkflowPricingErrorCode; [None,DetailError,Mi...EstimatedCloseDateCloseProbabilityActualValueActualCloseDateOwningUserOwningBusinessUnitCreatedOnCreatedByModifiedOnModifiedByVersionNumberStateCode; [Open,Won,Lost]StatusCode; [,InProgress,OnHold,Won,Ca...IsRevenueSystemCalculatedContactIdNameAccountIdNamePriceLevelIdName...«Table 5344»CRM PostCreatedByCreatedByNameCreatedOnCreatedOnBehalfByCreatedOnBehalfByNameOrganizationIdOrganizationIdNamePostId [PK]RegardingObjectIdRegardingObjectTypeCode; [,systemuser,...Source; [AutoPost,ManualPost]TextTimeZoneRuleVersionNumberType; [Check-in,Idea,News,PrivateMessa...UTCConversionTimeZoneCodeRegardingObjectOwnerIdRegardingObjectOwnerIdType; [,systemus...RegardingObjectOwningBusinessUModifiedByModifiedByNameModifiedOnBehalfByModifiedOnBehalfByNameModifiedOn«Table 5351»CRM QuoteQuoteId [PK]OwningBusinessUnitOwningUserPriceLevelIdOpportunityIdAccountIdContactIdQuoteNumberRevisionNumberNamePricingErrorCode; [None,DetailError,Mi...DescriptionDiscountAmountFreightAmountTotalAmountTotalLineItemAmountTotalLineItemDiscountAmountTotalAmountLessFreightEffectiveFromTotalTaxTotalDiscountAmountEffectiveToExpiresOnClosedOnRequestDeliveryByShippingMethodCode; [,Airborne,DHL,Fed...PaymentTermsCode; [,Net30,2%10Net30,Ne...FreightTermsCode; [,FOB,NoCharge]CreatedByCreatedOnModifiedBy...«Table 5353»CRM SalesorderSalesOrderId [PK]OpportunityIdQuoteIdPriorityCode; [DefaultValue]SubmitStatusOwningUserSubmitDateOwningBusinessUnitSubmitStatusDescriptionPriceLevelIdLastBackofficeSubmitAccountIdContactIdOrderNumberNamePricingErrorCode; [None,DetailError,Mi...DescriptionDiscountAmountFreightAmountTotalAmountTotalLineItemAmountTotalLineItemDiscountAmountTotalAmountLessFreightTotalDiscountAmountRequestDeliveryByTotalTaxShippingMethodCode; [,Airborne,DHL,Fed...PaymentTermsCode; [,Net30,2%10Net30,Ne...FreightTermsCode; [,FOB,NoCharge]CreatedByCreatedOn...«Table 5355»CRM InvoiceInvoiceId [PK]OpportunityIdPriorityCode; [DefaultValue]SalesOrderIdOwningUserOwningBusinessUnitLastBackofficeSubmitPriceLevelIdAccountIdContactIdInvoiceNumberNameDescriptionDiscountAmountFreightAmountTotalAmountTotalLineItemAmountTotalLineItemDiscountAmountTotalAmountLessFreightTotalDiscountAmountCreatedByTotalTaxShippingMethodCode; [,Airborne,DHL,Fed...PaymentTermsCode; [,Net30,2%10Net30,Ne...CreatedOnModifiedByModifiedOnStateCode; [Active,Closed<deprecated>,...StatusCode; [,New,PartiallyShipped,Bil...ShipTo_NameVersionNumber...«Table 5359»CRM TeamTeamId [PK]OrganizationIdBusinessUnitIdNameDescriptionEMailAddressCreatedOnModifiedOnCreatedByModifiedByVersionNumberCreatedByNameModifiedByNameBusinessUnitIdNameImportSequenceNumberOverriddenCreatedOnAdministratorIdIsDefaultAdministratorIdNameYomiNameCreatedOnBehalfByCreatedOnBehalfByNameModifiedOnBehalfByModifiedOnBehalfByNameTraversedPathTransactionCurrencyIdTransactionCurrencyIdNameExchangeRateTeamType; [Owner,Access]RegardingObjectIdSystemManaged...«Table 5346»CRM PricelevelPriceLevelId [PK]OrganizationIdNameDescriptionShippingMethodCode; [DefaultValue]BeginDatePaymentMethodCode; [DefaultValue]FreightTermsCode; [DefaultValue]EndDateCreatedByCreatedOnModifiedByModifiedOnStateCode; [Active,Inactive]VersionNumberStatusCode; [,Active,Inactive]CreatedByNameModifiedByNameOrganizationIdNameImportSequenceNumberTransactionCurrencyIdOverriddenCreatedOnTimeZoneRuleVersionNumberUTCConversionTimeZoneCodeTransactionCurrencyIdNameCreatedOnBehalfByCreatedOnBehalfByNameModifiedOnBehalfByModifiedOnBehalfByNameExchangeRate«Table 5342»CRM ContactContactId [PK]DefaultPriceLevelIdCustomerSizeCode; [DefaultValue]CustomerTypeCode; [DefaultValue]PreferredContactMethodCode; [Any,Email...LeadSourceCode; [DefaultValue]OwningBusinessUnitOwningUserPaymentTermsCode; [,Net30,2%10Net30,Ne...ShippingMethodCode; [DefaultValue]AccountIdParticipatesInWorkflowIsBackofficeCustomerSalutationJobTitleFirstNameDepartmentNickNameMiddleNameLastNameSuffixYomiFirstNameFullNameYomiMiddleNameYomiLastNameAnniversaryBirthDateGovernmentIdYomiFullNameDescriptionEmployeeId...«Table 5341»CRM AccountAccountId [PK]AccountCategoryCode; [,PreferredCustom...DefaultPriceLevelIdCustomerSizeCode; [DefaultValue]PreferredContactMethodCode; [Any,Email...CustomerTypeCode; [,Competitor,Consult...AccountRatingCode; [DefaultValue]IndustryCode; [,Accounting,Agriculture...TerritoryCode; [DefaultValue]AccountClassificationCode; [DefaultVal...BusinessTypeCode; [DefaultValue]OwningBusinessUnitTraversedPathOwningUserPaymentTermsCode; [,Net30,2%10Net30,Ne...ShippingMethodCode; [DefaultValue]PrimaryContactIdParticipatesInWorkflowNameAccountNumberRevenueNumberOfEmployeesDescriptionSICOwnershipCode; [,Public,Private,Subsid...MarketCapSharesOutstandingTickerSymbolStockExchangeWebSiteURLFtpSiteURL...«Table 5340»CRM SystemuserSystemUserId [PK]OrganizationIdBusinessUnitIdParentSystemUserIdFirstNameSalutationMiddleNameLastNamePersonalEMailAddressFullNameNickNameTitleInternalEMailAddressJobTitleMobileAlertEMailPreferredEmailCode; [DefaultValue]HomePhoneMobilePhonePreferredPhoneCode; [MainPhone,OtherPh...PreferredAddressCode; [MailingAddress,...PhotoUrlDomainNamePassportLoCreatedOnPassportHiDisabledReasonModifiedOnCreatedByEmployeeIdModifiedByIsDisabled...«Table 5364»CRM BusinessunitBusinessUnitId [PK]OrganizationIdNameDescriptionDivisionNameFileAsNameTickerSymbolStockExchangeUTCOffsetCreatedOnModifiedOnCreditLimitCostCenterWebSiteUrlFtpSiteUrlEMailAddressInheritanceMaskCreatedByModifiedByWorkflowSuspendedParentBusinessUnitIdIsDisabledDisabledReasonVersionNumberParentBusinessUnitIdNameAddress1_AddressIdAddress1_AddressTypeCode; [DefaultValu...Address1_NameAddress1_Line1Address1_Line2Address1_Line3...«Table 5345»CRM TransactioncurrencyStatusCode; [,Active,Inactive]ModifiedOnStateCode; [Active,Inactive]VersionNumberModifiedByImportSequenceNumberOverriddenCreatedOnCreatedOnTransactionCurrencyId [PK]ExchangeRateCurrencySymbolCurrencyNameCreatedByISOCurrencyCodeOrganizationIdModifiedByNameCreatedByNameCurrencyPrecisionCreatedOnBehalfByCreatedOnBehalfByNameModifiedOnBehalfByModifiedOnBehalfByNameEntityImageId<PriceLevelId><ContactId><CustomerId><ParentContactId><AccountId><CustomerId><ParentAccountId><OwningBusinessUnit><OwnerId><OwningTeam><RegardingObjectId><TransactionCurrencyId><RegardingObjectId><OpportunityId><OpportunityId><OpportunityId><RegardingObjectId><RegardingObjectOwnerId><RegardingObjectId><RegardingObjectId><RegardingObjectId><RegardingObjectId><RegardingObjectId><RegardingObjectId><RegardingObjectId><RegardingObjectId><RegardingObjectId><RegardingObjectOwnerId><RegardingObjectId><RegardingObjectOwningBusinessU><OwningBusinessUnit><PriceLevelId><AccountId><CustomerId><ContactId><CustomerId><OwnerId><OwningTeam><TransactionCurrencyId><QuoteId><OwningBusinessUnit><PriceLevelId><AccountId><CustomerId><ContactId><CustomerId><OwnerId><OwningTeam><TransactionCurrencyId><SalesOrderId><OwningBusinessUnit><PriceLevelId><AccountId><CustomerId><ContactId><CustomerId><OwnerId><OwningTeam><TransactionCurrencyId><BusinessUnitId><AdministratorId><TransactionCurrencyId><OwnerId><OwningTeam><OwnerId><OwningTeam><TransactionCurrencyId><DefaultPriceLevelId><DefaultPriceLevelId><OwningBusinessUnit><AccountId><ParentCustomerId><PrimaryContactId><ParentContactId><MasterId><ParentCustomerId><TransactionCurrencyId><OwningBusinessUnit><ParentAccountId><MasterId><TransactionCurrencyId><BusinessUnitId><TransactionCurrencyId><ParentBusinessUnitId><TransactionCurrencyId>

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Fields

# Name Type
1 OpportunityId GUID
2 PriceLevelId GUID
3 OpportunityRatingCode Option
4 PriorityCode Option
5 ContactId GUID
6 AccountId GUID
7 Name Text250
8 StepId GUID
9 Description BLOB [Memo]
10 EstimatedValue Decimal
11 StepName Text200
12 SalesStageCode Option
13 ParticipatesInWorkflow Boolean
14 PricingErrorCode Option
15 EstimatedCloseDate Date
16 CloseProbability Integer
17 ActualValue Decimal
18 ActualCloseDate Date
19 OwningUser GUID
20 OwningBusinessUnit GUID
21 CreatedOn DateTime
22 CreatedBy GUID
23 ModifiedOn DateTime
24 ModifiedBy GUID
25 VersionNumber BigInteger
26 StateCode Option
27 StatusCode Option
28 IsRevenueSystemCalculated Boolean
29 ContactIdName Text160 FlowField
30 AccountIdName Text160 FlowField
31 PriceLevelIdName Text100 FlowField
32 CreatedByName Text200 FlowField
33 ModifiedByName Text200 FlowField
34 CustomerId GUID
35 CustomerIdType Option
36 OwnerId GUID
37 OwnerIdType Option
38 TransactionCurrencyId GUID
39 ExchangeRate Decimal
40 ImportSequenceNumber Integer
41 UTCConversionTimeZoneCode Integer
42 TimeZoneRuleVersionNumber Integer
43 OverriddenCreatedOn Date
44 TransactionCurrencyIdName Text100 FlowField
45 ActualValue_Base Decimal
46 EstimatedValue_Base Decimal
47 TotalTax Decimal
48 DiscountPercentage Decimal
49 TotalAmount Decimal
50 DiscountAmount Decimal
51 TotalAmountLessFreight Decimal
52 FreightAmount Decimal
53 TotalLineItemDiscountAmount Decimal
54 TotalLineItemAmount Decimal
55 TotalDiscountAmount Decimal
56 TotalLineItemAmount_Base Decimal
57 TotalDiscountAmount_Base Decimal
58 TotalTax_Base Decimal
59 DiscountAmount_Base Decimal
60 TotalLineItemDiscountAmount_Ba Decimal
61 TotalAmount_Base Decimal
62 TotalAmountLessFreight_Base Decimal
63 FreightAmount_Base Decimal
64 CreatedOnBehalfBy GUID
65 CreatedOnBehalfByName Text200 FlowField
66 ModifiedOnBehalfBy GUID
67 ModifiedOnBehalfByName Text200 FlowField
68 OwningTeam GUID
69 BudgetStatus Option
70 DecisionMaker Boolean
71 Need Option
72 TimeLine Option
73 BudgetAmount Decimal
74 BudgetAmount_Base Decimal
75 ParentAccountId GUID
76 ParentAccountIdName Text160 FlowField
77 ParentContactId GUID
78 ParentContactIdName Text160 FlowField
79 EvaluateFit Boolean
80 InitialCommunication Option
81 ConfirmInterest Boolean
82 ScheduleFollowup_Prospect Date
83 ScheduleFollowup_Qualify Date
84 ScheduleProposalMeeting Date
85 FinalDecisionDate Date
86 DevelopProposal Boolean
87 CompleteInternalReview Boolean
88 CaptureProposalFeedback Boolean
89 ResolveFeedback Boolean
90 PresentProposal Boolean
91 SendThankYouNote Boolean
92 SalesStage Option
93 TraversedPath Text250
94 CompleteFinalProposal Boolean
95 FileDebrief Boolean
96 PursuitDecision Boolean
97 CustomerPainPoints BLOB [Memo]
98 CustomerNeed BLOB [Memo]
99 ProposedSolution BLOB [Memo]
100 QualificationComments BLOB [Memo]
101 QuoteComments BLOB [Memo]
102 PurchaseProcess Option
103 PurchaseTimeframe Option
104 IdentifyCustomerContacts Boolean
105 IdentifyCompetitors Boolean
106 IdentifyPursuitTeam Boolean
107 CurrentSituation BLOB [Memo]
108 PresentFinalProposal Boolean
109 StageId GUID
110 ProcessId GUID

Keys

# Fields
0 OpportunityId Clustered: Yes
1 Name

Table Relations To Other Tables

Field Related Table Related Field
ParentAccountId CRM Account AccountId 1..n
OwningBusinessUnit CRM Businessunit BusinessUnitId 1..n
ParentContactId CRM Contact ContactId 1..n
PriceLevelId CRM Pricelevel PriceLevelId 1..n
ModifiedOnBehalfBy CRM Systemuser SystemUserId 1..n
OwningTeam CRM Team TeamId 1..n
TransactionCurrencyId CRM Transactioncurrency TransactionCurrencyId 1..n

Table Relations From Other Tables

From Table From Field
CRM Invoice OpportunityId 1..n
CRM Post RegardingObjectId 1..n
CRM Quote OpportunityId 1..n
CRM Salesorder OpportunityId 1..n
CRM Team RegardingObjectId 1..n