Diagrams

Table

To-do

DynamicsDocs.comTo-do«Table 5080»To-doNo. [PK]Team CodeSalesperson CodeCampaign No.Contact No.Opportunity No.Segment No.Type; [,Meeting,Phone Call]Date [NN]Status; [Not Started,In Progress,Compl...Priority; [Low,Normal,High]DescriptionClosedDate ClosedNo. SeriesCommentCanceledContact NameTeam NameSalesperson NameCampaign DescriptionContact Company No.Contact Company NameRecurringRecurring Date IntervalCalc. Due Date From; [,Due Date,Closin...Opportunity DescriptionStart TimeDurationOpportunity Entry No.Last Date Modified...«Table 5061»Rlshp. Mgt. Comment LineTable Name; [Contact,Campaign,To-do,We...No. [PK]Sub No. [PK]Line No. [PK]DateCodeCommentLast Date Modified«Table 5065»Interaction Log EntryEntry No. [PK]Contact No.Contact Company No.DateDescriptionInformation Flow; [,Outbound,Inbound]Initiated By; [,Us,Them]Attachment No.Cost [LCY]Duration [Min.]User IDInteraction Group CodeInteraction Template CodeCampaign No.Campaign Entry No.Campaign ResponseCampaign TargetSegment No.Evaluation; [,Very Positive,Positive,N...Time of InteractionAttempt FailedTo-do No.Salesperson CodeDelivery Status; [,In Progress,Error]CanceledCorrespondence Type; [,Hard Copy,Email...Contact Alt. Address CodeLogged Segment Entry No.Document Type; [,Sales Qte.,Sales Blnk...Document No.Version No....«Table 5077»Segment LineSegment No. [PK]Line No. [PK]Contact No.Campaign No.Salesperson CodeCorrespondence Type; [,Hard Copy,Email...Interaction Template CodeCost [LCY]Duration [Min.]Attachment No.Campaign ResponseContact NameInformation Flow; [,Outbound,Inbound]Initiated By; [,Us,Them]Contact Alt. Address CodeEvaluation; [,Very Positive,Positive,N...Campaign TargetContact Company NameLanguage CodeDescriptionDateTime of InteractionAttempt FailedTo-do No.Contact Company No.Campaign Entry No.Interaction Group CodeDocument Type; [,Sales Qte.,Sales Blnk...Document No.Send Word Doc. As Attmt.Contact Via...«Table 5196»To-do Interaction LanguageTo-do No. [PK]Language Code [PK]DescriptionAttachment No.«Table 5199»AttendeeTo-do No. [PK]Line No. [PK]Attendance Type; [Required,Optional,To...Attendee Type; [Contact,Salesperson]Attendee No.Attendee NameSend InvitationInvitation Response Type; [None,Accept...Invitation Sent«Table 5083»TeamCode [PK,NN]NameNext To-do DateDate FilterContact FilterContact Company FilterTo-do Status Filter; [Not Started,In P...To-do Closed FilterPriority Filter; [Low,Normal,High]Salesperson FilterCampaign FilterTo-do Entry Exists«Table 13»Salesperson/PurchaserCode [PK,NN]NameCommission %ImageGlobal Dimension 1 CodeGlobal Dimension 2 CodeE-MailPhone No.Next To-do DateNo. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]Date FilterNo. of InteractionsCost [LCY]Duration [Min.]Job TitleAction Taken Filter; [,Next,Previous,U...Sales Cycle FilterSales Cycle Stage FilterProbability % FilterCompleted % FilterAvg. Estimated Value [LCY]Avg.Calcd. Current Value [LCY]Contact FilterContact Company FilterCampaign FilterEstimated Value FilterCalcd. Current Value FilterChances of Success % FilterTo-do Status Filter; [Not Started,In P......«Table 5071»CampaignNo. [PK]DescriptionStarting DateEnding DateSalesperson CodeCommentLast Date ModifiedNo. SeriesGlobal Dimension 1 CodeGlobal Dimension 2 CodeStatus CodeTarget Contacts ContactedContacts RespondedDuration [Min.]Cost [LCY]No. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]Date FilterAction Taken Filter; [,Next,Previous,U...Sales Cycle FilterSales Cycle Stage FilterProbability % FilterCompleted % FilterContact FilterContact Company FilterEstimated Value FilterCalcd. Current Value FilterChances of Success % FilterTo-do Status Filter; [Not Started,In P...To-do Closed Filter...«Table 5050»ContactNo. [PK]NameSearch NameName 2AddressAddress 2CityPhone No.Telex No.Territory CodeCurrency CodeLanguage CodeSalesperson CodeCountry/Region CodeCommentLast Date ModifiedFax No.Telex Answer BackVAT Registration No.PicturePost CodeCountyE-MailHome PageNo. SeriesImageType; [Company,Person]Company No.Company NameLookup Contact No.First Name...«Table 5092»OpportunityNo. [PK]DescriptionSalesperson CodeCampaign No.Contact No.Contact Company No.Sales Cycle CodeSales Document No.Creation DateStatus; [Not Started,In Progress,Won,L...Priority; [Low,Normal,High]ClosedDate ClosedNo. SeriesCommentCurrent Sales Cycle StageEstimated Value [LCY]Probability %Calcd. Current Value [LCY]Chances of Success %Completed %Contact NameContact Company NameSalesperson NameCampaign DescriptionSegment No.Estimated Closing DateSales Document Type; [,Quote,Order,Pos...No. of InteractionsWizard Step; [,1,2,3,4,5,6]Activate First Stage...«Table 5076»Segment HeaderNo. [PK]DescriptionCampaign No.Salesperson CodeCorrespondence Type [Default]; [,Hard...Interaction Template CodeUnit Cost [LCY]Unit Duration [Min.]Attachment No.DateCampaign TargetInformation Flow; [,Outbound,Inbound]Initiated By; [,Us,Them]No. SeriesCampaign ResponseNo. of LinesCost [LCY]Duration [Min.]Language Code [Default]Interaction Group CodeNo. of Criteria ActionsSend Word Docs. as Attmt.Ignore Contact Corres. TypeSubject [Default]Campaign Description«Table 308»No. SeriesCode [PK,NN]DescriptionDefault Nos.Manual Nos.Date Order«Table 5093»Opportunity EntryEntry No. [PK]Opportunity No.Sales Cycle CodeSales Cycle StageContact No.Contact Company No.Salesperson CodeCampaign No.Date of ChangeActiveDate ClosedDays OpenAction Taken; [,Next,Previous,Updated,...Estimated Value [LCY]Calcd. Current Value [LCY]Completed %Chances of Success %Probability %Close Opportunity CodePrevious Sales Cycle StageEstimated Close DateWizard Step; [,1,2,3,4,5,6]Cancel Old To DoAction Type; [,First,Next,Previous,Ski...Sales Cycle Stage Description«Table 5064»Interaction TemplateCode [PK,NN]Interaction Group Code [NN]DescriptionUnit Cost [LCY]Unit Duration [Min.]Information Flow; [,Outbound,Inbound]Initiated By; [,Us,Them]Attachment No.Campaign No.Campaign TargetCampaign ResponseCorrespondence Type [Default]; [,Hard...Date FilterNo. of InteractionsCost [LCY]Duration [Min.]Language Code [Default]Wizard Action; [,Open,Import,Merge]Ignore Contact Corres. Type«Table 8»LanguageCode [PK,NN]NameWindows Language IDWindows Language Name«Table 5081»ActivityCode [PK,NN]Description<Team Code><Salesperson Code><Completed By><Campaign No.><Contact No.><Contact Company No.><Opportunity No.><Segment No.><No. Series><Opportunity Entry No.><Organizer To-do No.><Interaction Template Code><Language Code><Activity Code><No.><To-do No.><To-do No.><To-do No.><To-do No.><No.><No.><No.><Contact No.><Contact Company No.><Interaction Template Code><Campaign No.><Salesperson Code><Interaction Language Code><Opportunity No.><Segment No.><Contact No.><Contact Company No.><Campaign No.><Salesperson Code><Interaction Template Code><Language Code><Opportunity No.><Language Code><Attendee No.><Attendee No.><Contact Filter><Contact Company Filter><Team Filter><Salesperson Filter><Team Filter><Campaign Filter><Team Filter><Contact Filter><Contact Company Filter><Salesperson Code><Salesperson Filter><Campaign Filter><Salesperson Code><Salesperson Filter><Salesperson Code><Salesperson Code><Salesperson Code><No. Series><Contact Filter><Contact Company Filter><Campaign Filter><Campaign No.><Campaign No.><Campaign No.><Campaign No.><Language Code><No. Series><Company No.><Lookup Contact No.><Contact No.><Contact Company No.><Contact No.><Contact Company No.><No. Series><Segment No.><Opportunity No.><Interaction Template Code><No. Series><Language Code (Default)>

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Fields

# Name Type
1 No. Code20
2 Team Code Code10
3 Salesperson Code Code10
4 Campaign No. Code20
5 Contact No. Code20
6 Opportunity No. Code20
7 Segment No. Code20
8 Type Option
9 Date Date NotBlank: Yes
10 Status Option
11 Priority Option
12 Description Text50
13 Closed Boolean
14 Date Closed Date Editable: No
15 No. Series Code10 Editable: No
16 Comment Boolean Editable: No
FlowField
17 Canceled Boolean
18 Contact Name Text50 Editable: No
FlowField
19 Team Name Text50 NotBlank: No
Editable: No
FlowField
20 Salesperson Name Text50 Editable: No
FlowField
21 Campaign Description Text50 Editable: No
FlowField
22 Contact Company No. Code20
23 Contact Company Name Text50 Editable: No
FlowField
24 Recurring Boolean
25 Recurring Date Interval DateFormula
26 Calc. Due Date From Option
27 Opportunity Description Text50 Editable: No
FlowField
28 Start Time Time
29 Duration Duration
31 Opportunity Entry No. Integer
32 Last Date Modified Date
33 Last Time Modified Time
34 All Day Event Boolean
35 Location Text50
36 Organizer To-do No. Code20
37 Interaction Template Code Code10
38 Language Code Code10
39 Attachment No. Integer
40 Subject Text50
41 Unit Cost (LCY) Decimal (2:2)
42 Unit Duration (Min.) Decimal (0:2)
43 No. of Attendees Integer Editable: No
FlowField
44 Attendees Accepted No. Integer Editable: No
FlowField
45 System To-do Type Option
46 Completed By Code10
47 Ending Date Date
48 Ending Time Time
9501 Wizard Step Option Editable: No
9504 Team To-do Boolean
9505 Send on finish Boolean
9506 Segment Description Text50
9507 Team Meeting Organizer Code20
9508 Activity Code Code10
9509 Wizard Contact Name Text50
9510 Wizard Campaign Description Text50
9511 Wizard Opportunity Description Text50

Keys

# Fields
0 No. Clustered: Yes
1 Contact Company No.,Date,Contact No.,Closed
2 Contact Company No.,Contact No.,Closed,Date
3 Salesperson Code,Date,Closed
4 Team Code,Date,Closed
5 Campaign No.,Date
6 Segment No.,Date
7 Opportunity No.,Date,Closed
8 Organizer To-do No.,System To-do Type

Table Relations To Other Tables

Field Related Table Related Field
Activity Code Activity Code 1..n
Campaign No. Campaign No. 1..n
Contact Company No. Contact 1..n
Interaction Template Code Interaction Template Code 1..n
Language Code Language Code 1..n
No. Series No. Series Code 1..n
Opportunity No. Opportunity No. 1..n
Opportunity Entry No. Opportunity Entry Entry No. 1..n
Completed By Salesperson/Purchaser Code 1..n
Segment No. Segment Header No. 1..n
Team Code Team Code 1..n
Organizer To-do No. To-do No. 1..n

Table Relations From Other Tables

From Table From Field
Attendee To-do No. 1..n
Interaction Log Entry To-do No. 1..n
Rlshp. Mgt. Comment Line No. 1..n
Segment Line To-do No. 1..n
To-do Organizer To-do No. 1..n
To-do Interaction Language To-do No. 1..n