Microsoft Dynamics 365: Most-used fields#
The table below gives information about most-used fields that you can import from Microsoft Dynamics 365. Other fields might also be available in Adverity.
The fields that you can fetch in Adverity are updated regularly to reflect updates to data source APIs.
API name |
Adverity UI name |
Description |
Use in Adverity |
|---|---|---|---|
@odata.etag |
@odata.etag |
An opaque identifier used for optimistic concurrency control in OData operations. |
dimension |
_accountid_value |
_accountid_value |
Unique identifier for the associated account record. This is a lookup field that references an account entity. |
dimension |
_campaignid_value |
_campaignid_value |
Unique identifier for the associated campaign record. This is a lookup field that references a campaign entity. |
dimension |
The formatted display value (name) of the campaign associated with a record, such as a lead or opportunity. |
dimension |
||
_contactid_value |
_contactid_value |
Unique identifier for the associated contact record. This is a lookup field that references a contact entity. |
dimension |
_createdby_value |
_createdby_value |
Unique identifier of the user who created the record (lookup field to the SystemUser entity). |
dimension |
The formatted display name of the user who created the record. |
dimension |
||
_createdonbehalfby_value |
_createdonbehalfby_value |
Unique identifier of the delegate user who created the record (lookup field to the SystemUser entity). |
dimension |
_defaultpricelevelid_value |
_defaultpricelevelid_value |
Unique identifier of the default price list (lookup field to the PriceLevel entity). |
dimension |
_masterid_value |
_masterid_value |
Unique identifier of the master record for a duplicate contact, used during merge operations. |
dimension |
The formatted display value of the master record ID if the current record is a merged duplicate. |
dimension |
||
_modifiedby_value |
_modifiedby_value |
Unique identifier of the user who last modified the record (lookup field to the SystemUser entity). |
dimension |
The formatted display name of the user who last modified the record. |
dimension |
||
_modifiedonbehalfby_value |
_modifiedonbehalfby_value |
Unique identifier of the delegate user who last modified the record (lookup field to the SystemUser entity). |
dimension |
_modifiedonbehalfby_value@OData.Community.Display.V1.FormattedValue |
_modifiedonbehalfby_value@OData.Community.Display.V1.FormattedValue |
The formatted display name of the delegate user who last modified the record. |
dimension |
_msdyn_accountmanagerid_value |
_msdyn_accountmanagerid_value |
Unique identifier of the account manager (lookup field to the SystemUser or Contact entity). |
dimension |
_msdyn_contractorganizationalunitid_value |
_msdyn_contractorganizationalunitid_value |
A lookup field storing the unique identifier (GUID) of the organizational unit associated with a contract, often used in Field Service or Sales modules. |
dimension |
_msdyn_contractorganizationalunitid_value@OData.Community.Display.V1.FormattedValue |
_msdyn_contractorganizationalunitid_value@OData.Community.Display.V1.FormattedValue |
The formatted display name of the organizational unit responsible for the contract. |
dimension |
_msdyn_leadkpiid_value |
_msdyn_leadkpiid_value |
Unique identifier for the associated Lead KPI (Key Performance Indicator) record. This is a lookup field that maps to Lead KPI records. |
dimension |
_msevtmgt_contactid_value |
_msevtmgt_contactid_value |
The unique identifier (GUID) of the contact associated with the event management record. |
dimension |
_msevtmgt_contactid_value@OData.Community.Display.V1.FormattedValue |
_msevtmgt_contactid_value@OData.Community.Display.V1.FormattedValue |
The display name of the contact associated with the event management record. |
dimension |
_msevtmgt_event_value |
_msevtmgt_event_value |
The unique identifier (GUID) of the event associated with the event management record. |
dimension |
_msevtmgt_event_value@OData.Community.Display.V1.FormattedValue |
_msevtmgt_event_value@OData.Community.Display.V1.FormattedValue |
The display name of the event associated with the event management record. |
dimension |
_msevtmgt_sessionid_value |
_msevtmgt_sessionid_value |
The unique identifier (GUID) of the event session associated with the event management record. |
dimension |
_msevtmgt_sessionid_value@OData.Community.Display.V1.FormattedValue |
_msevtmgt_sessionid_value@OData.Community.Display.V1.FormattedValue |
The display name of the event session associated with the event management record. |
dimension |
_originatingcaseid_value |
_originatingcaseid_value |
The unique identifier (GUID) of the case from which a lead or other record originated. |
dimension |
_originatingleadid_value |
_originatingleadid_value |
A lookup field storing the unique identifier (GUID) of the lead from which an opportunity or account originated. |
dimension |
_originatingleadid_value@OData.Community.Display.V1.FormattedValue |
_originatingleadid_value@OData.Community.Display.V1.FormattedValue |
The display name of the originating lead, providing a user-friendly value for the ‘_originatingleadid_value’ field. |
dimension |
_owningbusinessunit_value |
_owningbusinessunit_value |
Unique identifier of the business unit that owns the record (lookup field to the BusinessUnit entity). |
dimension |
_owningbusinessunit_value@OData.Community.Display.V1.FormattedValue |
_owningbusinessunit_value@OData.Community.Display.V1.FormattedValue |
The display name of the business unit that owns the record, providing a user-friendly representation of the owning business unit’s ID. |
dimension |
_owningteam_value |
_owningteam_value |
Unique identifier of the team that owns the record (lookup field to the Team entity). |
dimension |
_owninguser_value |
_owninguser_value |
Unique identifier of the user that owns the record (lookup field to the SystemUser entity). |
dimension |
_parentaccountid_value |
_parentaccountid_value |
A lookup field storing the unique identifier (GUID) of the parent account, establishing a hierarchical relationship between accounts or linking a contact to a primary account. |
dimension |
_parentaccountid_value@OData.Community.Display.V1.FormattedValue |
_parentaccountid_value@OData.Community.Display.V1.FormattedValue |
The formatted display value (name) of the parent account associated with a contact or lead. |
dimension |
_preferredequipmentid_value |
_preferredequipmentid_value |
A lookup field storing the unique identifier (GUID) of the preferred equipment for a service or resource. |
dimension |
_preferredserviceid_value |
_preferredserviceid_value |
A lookup field storing the unique identifier (GUID) of the preferred service for a customer or work order. |
dimension |
_pricelevelid_value |
_pricelevelid_value |
A lookup field storing the unique identifier (GUID) of the price list used for pricing products and services. |
dimension |
_territoryid_value |
_territoryid_value |
Unique identifier of the sales territory associated with the record (lookup field to the Territory entity). |
dimension |
_transactioncurrencyid_value |
_transactioncurrencyid_value |
Unique identifier of the transaction currency for the record (lookup field to the TransactionCurrency entity). |
dimension |
_transactioncurrencyid_value@OData.Community.Display.V1.FormattedValue |
_transactioncurrencyid_value@OData.Community.Display.V1.FormattedValue |
The formatted display name of the transaction currency. |
dimension |
accountid |
accountid |
Unique identifier of the account record. |
dimension |
accountnumber |
accountnumber |
A unique identifier or number assigned to an account. |
dimension |
actualclosedate |
actualclosedate |
The actual date when an opportunity or other record was closed. |
dimension |
The formatted display value of the actual close date. |
dimension |
||
actualvalue |
actualvalue |
The actual revenue amount for the opportunity for reporting and analysis of estimated versus actual sales. |
metric |
The formatted display value of the actual revenue amount for the opportunity. |
dimension |
||
actualvalue_base |
actualvalue_base |
The actual revenue amount for the opportunity in the organization’s base currency. |
metric |
The formatted display value of the actual revenue amount for the opportunity in the organization’s base currency. |
dimension |
||
address1_city |
address1_city |
The city for the primary address. |
dimension |
address1_composite |
address1_composite |
Shows the complete primary address for the account or contact. |
dimension |
address1_line1 |
address1_line1 |
The first line of the primary address. |
dimension |
address1_stateorprovince |
address1_stateorprovince |
The state or province for the primary address. |
dimension |
budgetamount |
budgetamount |
The estimated budget amount for a sales opportunity or lead. This is a currency field. |
dimension |
The formatted display value of the allocated budget amount for a sales opportunity. |
dimension |
||
budgetamount_base |
budgetamount_base |
The estimated budget amount in the organization’s base currency. This is a read-only currency field. |
dimension |
The formatted display value of the allocated budget amount for a sales opportunity in the organization’s base currency. |
dimension |
||
budgetstatus |
budgetstatus |
Status of the budget for a sales opportunity or lead. This is an option set field. |
dimension |
captureproposalfeedback |
captureproposalfeedback |
Indicates whether feedback on the proposal has been captured for the opportunity. |
dimension |
captureproposalfeedback@OData.Community.Display.V1.FormattedValue |
captureproposalfeedback@OData.Community.Display.V1.FormattedValue |
The formatted display value indicating whether feedback on the proposal has been captured for the opportunity. |
dimension |
closeprobability |
closeprobability |
The probability (percentage) of the opportunity being closed. |
metric |
The formatted display value of the probability of the opportunity being closed. |
metric |
||
companyname |
companyname |
The name of the company associated with a lead or contact. |
dimension |
completefinalproposal |
completefinalproposal |
Indicates whether the final proposal for the opportunity has been completed. |
dimension |
completefinalproposal@OData.Community.Display.V1.FormattedValue |
completefinalproposal@OData.Community.Display.V1.FormattedValue |
The formatted display value indicating whether the final proposal for the opportunity has been completed. |
dimension |
completeinternalreview |
completeinternalreview |
Indicates whether the internal review for the opportunity has been completed. |
dimension |
completeinternalreview@OData.Community.Display.V1.FormattedValue |
completeinternalreview@OData.Community.Display.V1.FormattedValue |
The formatted display value indicating whether the internal review for the opportunity has been completed. |
dimension |
confirminterest |
confirminterest |
Indicates whether the lead or prospect has confirmed their interest. This is a Two Options (Boolean) field. |
dimension |
The formatted display value (e.g., ‘Yes’ or ‘No’) for the ‘confirminterest’ field. |
dimension |
||
contactid |
contactid |
The unique identifier (GUID) of the contact record. |
dimension |
createdon |
createdon |
Date and time when the record was created. |
dimension |
The formatted display value of the date and time when the record was created. |
dimension |
||
currentsituation |
currentsituation |
A description of the customer’s current situation or business environment related to the opportunity. |
dimension |
customerneed |
customerneed |
A description of the customer’s specific needs related to the opportunity. |
dimension |
customerpainpoints |
customerpainpoints |
A description of the customer’s pain points or challenges that the proposed solution aims to address. |
dimension |
decisionmaker |
decisionmaker |
Indicates whether the primary contact on a lead or opportunity is the decision maker. |
dimension |
The formatted display value indicating whether the primary contact on a lead or opportunity is the decision maker. |
dimension |
||
description |
description |
Additional information or details about the order product. |
dimension |
developproposal |
developproposal |
Indicates whether the proposal for the opportunity has been developed. |
dimension |
The formatted display value indicating whether the proposal for the opportunity has been developed. |
dimension |
||
discountamount |
discountamount |
The total discount amount applied to the opportunity. |
dimension |
discountamount_base |
discountamount_base |
The total discount amount applied to the opportunity in the organization’s base currency. |
dimension |
emailaddress |
emailaddress |
The primary email address for a contact or lead. |
dimension |
emailaddress1 |
emailaddress1 |
The primary email address for a contact or lead. |
dimension |
emailaddress2 |
emailaddress2 |
The secondary email address for the contact or lead. |
dimension |
estimatedamount |
estimatedamount |
The estimated revenue or amount for a sales opportunity or lead. This is a currency field. |
dimension |
estimatedamount_base |
estimatedamount_base |
The estimated revenue or amount in the organization’s base currency. This is a read-only currency field. |
dimension |
estimatedclosedate |
estimatedclosedate |
The estimated date for closing a sales opportunity or qualifying a lead. This is a Date and Time field. |
dimension |
estimatedclosedate@OData.Community.Display.V1.FormattedValue |
estimatedclosedate@OData.Community.Display.V1.FormattedValue |
The formatted display value of the estimated date when the opportunity is expected to close. |
dimension |
estimatedvalue |
estimatedvalue |
The estimated revenue amount for the opportunity. |
dimension |
The formatted display value of the estimated revenue amount for the opportunity. |
dimension |
||
estimatedvalue_base |
estimatedvalue_base |
The estimated revenue amount for the opportunity in the organization’s base currency. |
metric |
estimatedvalue_base@OData.Community.Display.V1.FormattedValue |
estimatedvalue_base@OData.Community.Display.V1.FormattedValue |
The formatted display value of the estimated revenue amount for the opportunity in the organization’s base currency. |
dimension |
evaluatefit |
evaluatefit |
Indicates whether the lead or opportunity has been evaluated for fit with the company’s business. |
dimension |
The formatted display value indicating whether the lead or opportunity has been evaluated for fit. |
dimension |
||
exchangerate |
exchangerate |
The exchange rate used to convert money fields from the transaction currency to the base currency. |
metric |
The formatted display value of the exchange rate. |
metric |
||
filedebrief |
filedebrief |
Indicates whether a debriefing file has been completed for the opportunity. |
dimension |
The formatted display value indicating whether a debriefing file has been completed for the opportunity. |
dimension |
||
finaldecisiondate |
finaldecisiondate |
The date when the final decision on the opportunity was made. |
dimension |
The formatted display value of the date when the final decision on the opportunity was made. |
dimension |
||
firstname |
firstname |
The first name of the person, such as a contact or lead. |
dimension |
identifycompetitors |
identifycompetitors |
Indicates whether competitors for the opportunity have been identified. |
dimension |
identifycompetitors@OData.Community.Display.V1.FormattedValue |
identifycompetitors@OData.Community.Display.V1.FormattedValue |
The formatted display value indicating whether competitors for the opportunity have been identified. |
dimension |
identifycustomercontacts |
identifycustomercontacts |
Indicates whether key customer contacts for the opportunity have been identified. |
dimension |
identifycustomercontacts@OData.Community.Display.V1.FormattedValue |
identifycustomercontacts@OData.Community.Display.V1.FormattedValue |
The formatted display value indicating whether key customer contacts for the opportunity have been identified. |
dimension |
importsequencenumber |
importsequencenumber |
Unique identifier of the data import sequence that created the record. |
dimension |
initialcommunication |
initialcommunication |
Type of initial communication with the lead or prospect. This is an option set field. |
dimension |
lastname |
lastname |
The last name of the person, such as a contact or lead. |
dimension |
leadid |
leadid |
Unique identifier of the lead record. |
dimension |
leadqualitycode |
leadqualitycode |
A rating value that indicates the potential of a lead to become a customer. This is a picklist (option set) field. |
metric |
The display name of the lead quality code, providing a user-friendly value for the ‘leadqualitycode’ field. |
dimension |
||
leadsourcecode |
leadsourcecode |
The source from which the lead was generated. This is an option set field, used to generate reports that indicate the value of different lead sources. |
dimension |
modifiedon |
modifiedon |
Date and time when the record was last modified. |
dimension |
The formatted display value of the date and time when the record was last modified. |
dimension |
||
msdyn_leadgrade |
msdyn_leadgrade |
The grade assigned to a lead, typically indicating its quality or potential. |
dimension |
msdyn_leadscore |
msdyn_leadscore |
The score assigned to a lead, indicating its potential or engagement level. This is a numeric field used in Dynamics 365 Sales or Marketing. |
dimension |
msdyn_ordertype |
msdyn_ordertype |
The type of order, categorized by a predefined option set, used to distinguish different kinds of sales orders (e.g., item-based, service-based). |
metric |
The formatted display value of the order type. |
dimension |
||
msevtmgt_name |
msevtmgt_name |
The name of the event management record, likely the name of an event or registration. |
dimension |
msevtmgt_registrationstatus |
msevtmgt_registrationstatus |
The registration status for an event (e.g., registered, cancelled). |
dimension |
msevtmgt_sessionregistrationid |
msevtmgt_sessionregistrationid |
The unique identifier (GUID) for an event session registration. |
dimension |
msnfp_expectedstartdate@OData.Community.Display.V1.FormattedValue |
msnfp_expectedstartdate@OData.Community.Display.V1.FormattedValue |
The formatted display value of the expected start date for a non-profit related activity or program. |
dimension |
msnfp_organizationalbudget@OData.Community.Display.V1.FormattedValue |
msnfp_organizationalbudget@OData.Community.Display.V1.FormattedValue |
The formatted display value of the organizational budget for a non-profit entity. |
dimension |
name |
name |
The primary name of the record (e.g., Account Name, Contact Full Name). |
dimension |
need |
need |
Describes the identified need of a lead or opportunity. |
metric |
The formatted display value describing the identified need of a lead or opportunity. |
dimension |
||
numberofemployees |
numberofemployees |
The total number of employees in the associated account or company. This is a whole number field. |
dimension |
The formatted display value of the number of employees for an account or company. |
dimension |
||
opportunityid |
opportunityid |
Unique identifier of the opportunity record. |
dimension |
opportunityratingcode |
opportunityratingcode |
The rating of the opportunity, indicating its value or priority. |
metric |
opportunityratingcode@OData.Community.Display.V1.FormattedValue |
opportunityratingcode@OData.Community.Display.V1.FormattedValue |
The formatted display value of the opportunity rating code. |
dimension |
overriddencreatedon |
overriddencreatedon |
Date and time that the record was migrated. |
dimension |
ownershipcode |
ownershipcode |
The type of ownership for the entity (e.g., User Owned, Team Owned, Business Unit Owned). |
dimension |
The display name of the ownership type for an entity, indicating how the record is owned. Possible values include ‘UserOwned’, ‘TeamOwned’, ‘OrganizationOwned’, or ‘None’. |
dimension |
||
prioritycode |
prioritycode |
The priority level assigned to a record, such as a lead, opportunity, or case. |
metric |
The formatted display value of the priority level assigned to a record. |
dimension |
||
proposedsolution |
proposedsolution |
A description of the proposed solution for the customer’s needs or pain points. |
dimension |
purchaseprocess |
purchaseprocess |
The stage of the customer’s purchase process. This is an option set field. |
metric |
The formatted display value describing the customer’s purchase process. |
dimension |
||
purchasetimeframe |
purchasetimeframe |
The estimated timeframe for the customer’s purchase. This is an option set field. |
metric |
The formatted display value indicating the customer’s estimated timeframe for making a purchase. |
dimension |
||
qualificationcomments |
qualificationcomments |
Comments related to the qualification process of a lead. |
dimension |
quotecomments |
quotecomments |
Comments or notes related to a generated quote for an opportunity. |
dimension |
revenue |
revenue |
The annual revenue of the account. This is a currency field. |
metric |
The formatted display value of the total revenue associated with an account or opportunity. |
dimension |
||
revenue_base |
revenue_base |
The annual revenue of the account in the organization’s base currency. This is a read-only currency field. |
dimension |
The formatted display value of the total revenue in the organization’s base currency. |
dimension |
||
salesstage |
salesstage |
The current stage of the sales process. This is an option set field. |
dimension |
The formatted display value of the current stage in the sales process for an opportunity. |
dimension |
||
salesstagecode |
salesstagecode |
The code representing the current stage in the sales process for an opportunity. |
metric |
The formatted display value (e.g., ‘Qualify’, ‘Propose’) for the ‘salesstagecode’ field. |
dimension |
||
statecode |
statecode |
An integer value indicating the primary status of an entity record, such as ‘Active,’ ‘Inactive’ for accounts, or ‘Open,’ ‘Qualified,’ ‘Disqualified’ for leads. |
metric |
The formatted display value of the record’s status. |
dimension |
||
statuscode |
statuscode |
The reason for the current status of the record, an option set that provides more granular details than the state code. |
metric |
The display name of the status code, providing a user-friendly value for the ‘statuscode’ field. |
dimension |
||
subject |
subject |
The subject or title of the record (e.g., Email Subject, Opportunity Topic). |
dimension |
telephone1 |
telephone1 |
The primary telephone number for the record, such as a business phone for a contact or lead. |
dimension |
timezoneruleversionnumber |
timezoneruleversionnumber |
An integer that represents the version of the time zone rule in effect, used for internal time zone conversions, particularly for defining how local time is converted to or from Coordinated Universal Time (UTC) and handling Daylight Saving Time (DST). This field is primarily for internal system use. |
metric |
timezoneruleversionnumber@OData.Community.Display.V1.FormattedValue |
timezoneruleversionnumber@OData.Community.Display.V1.FormattedValue |
The formatted display value of the time zone rule version number. |
metric |
totalamount |
totalamount |
The total amount of the opportunity, including discounts and freight. |
metric |
The formatted display value of the total amount of the opportunity. |
dimension |
||
totalamount_base |
totalamount_base |
The total amount of the opportunity in the organization’s base currency. |
metric |
The formatted display value of the total amount of the opportunity in the organization’s base currency. |
dimension |
||
totalamountlessfreight |
totalamountlessfreight |
The total amount of the opportunity excluding freight costs. |
metric |
totalamountlessfreight@OData.Community.Display.V1.FormattedValue |
totalamountlessfreight@OData.Community.Display.V1.FormattedValue |
The formatted display value of the total amount of the opportunity excluding freight costs. |
dimension |
totaldiscountamount |
totaldiscountamount |
The total monetary amount of discounts applied to the opportunity. |
metric |
totaldiscountamount@OData.Community.Display.V1.FormattedValue |
totaldiscountamount@OData.Community.Display.V1.FormattedValue |
The formatted display value of the total monetary amount of discounts applied to the opportunity. |
dimension |
totaldiscountamount_base |
totaldiscountamount_base |
The total monetary amount of discounts applied to the opportunity in the organization’s base currency. |
metric |
totaldiscountamount_base@OData.Community.Display.V1.FormattedValue |
totaldiscountamount_base@OData.Community.Display.V1.FormattedValue |
The formatted display value of the total monetary amount of discounts applied to the opportunity in the organization’s base currency. |
dimension |
totallineitemamount |
totallineitemamount |
The sum of the amounts for all line items (products or services) on an opportunity. |
metric |
totallineitemamount@OData.Community.Display.V1.FormattedValue |
totallineitemamount@OData.Community.Display.V1.FormattedValue |
The formatted display value of the sum of the amounts for all line items on an opportunity. |
dimension |
utcconversiontimezonecode |
utcconversiontimezonecode |
Time zone code that was in use when the record was created. |
dimension |
versionnumber |
versionnumber |
Version number of the record. |
metric |
The formatted display value of the version number. |
dimension |
||
websiteurl |
websiteurl |
The URL of the primary website for the account or contact. |
dimension |
yominame |
yominame |
The phonetic spelling of the contact’s or account’s name, primarily used for Japanese localization to assist with sorting and pronunciation. |
dimension |