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
Account	Account	Refers to a lookup field for an Account entity, linking the current record to a specific customer account.	dimension
Account Name	Account Name	The primary name of an account record.	dimension
Account Number	Account Number	An ID number or code for the account, used to quickly search and identify the account.	dimension
Account Rating	Account Rating	A rating indicating the value of a customer account, often an option set with predefined values.	metric
Activity Status	Activity Status	The status of an activity, such as Open, Completed, or Canceled.	metric
Activity Type	Activity Type	The type of activity, such as Phone Call, Task, Letter, Email, Appointment, or Fax.	dimension
Actual End	Actual End	The actual end date and time of a task or an assignment.	dimension
Actual Start	Actual Start	The actual start date and time of a task or an assignment.	dimension
Address 1	Address 1	The complete primary address, often a composite field.	dimension
Address 1: Address Type	Address 1: Address Type	The type of the primary address, such as Bill To, Ship To, Primary, or Other.	dimension
Address 1: City	Address 1: City	The city for the primary address.	dimension
Address 1: Country/Region	Address 1: Country/Region	The country or region for the primary address.	dimension
Address 1: County	Address 1: County	The county for the primary address.	dimension
Address 1: Fax	Address 1: Fax	The fax number associated with the primary address.	dimension
Address 1: Freight Terms	Address 1: Freight Terms	The freight terms for the primary address, used to ensure correct shipping order processing.	dimension
Address 1: ID	Address 1: ID	Unique identifier for the primary address.	dimension
Address 1: Latitude	Address 1: Latitude	The latitude value for the primary address, often populated by geocoding services.	dimension
Address 1: Longitude	Address 1: Longitude	The longitude value for the primary address, often populated by geocoding services.	dimension
Address 1: Name	Address 1: Name	A descriptive name for the primary address, such as ‘Corporate Headquarters’.	dimension
Address 1: Phone	Address 1: Phone	The main phone number associated with the primary address.	dimension
Address 1: Post Office Box	Address 1: Post Office Box	The post office box number of the primary address.	dimension
Address 1: Primary Contact Name	Address 1: Primary Contact Name	The name of the main contact at the account’s primary address.	dimension
Address 1: Shipping Method	Address 1: Shipping Method	The shipping method for deliveries sent to the primary address.	dimension
Address 1: State/Province	Address 1: State/Province	The state or province of the primary address.	dimension
Address 1: Street 1	Address 1: Street 1	The first line of the primary address.	dimension
Address 1: Street 2	Address 1: Street 2	The second line of the primary address.	dimension
Address 1: Street 3	Address 1: Street 3	The third line of the primary address.	dimension
Address 1: Telephone 1	Address 1: Telephone 1	The main phone number associated with the primary address.	dimension
Address 1: Telephone 2	Address 1: Telephone 2	A second phone number associated with the primary address.	dimension
Address 1: Telephone 3	Address 1: Telephone 3	A third phone number associated with the primary address.	dimension
Address 1: UPS Zone	Address 1: UPS Zone	The United Parcel Service (UPS) zone for the primary address, used to calculate shipping charges and ensure timely deliveries.	dimension
Address 1: UTC Offset	Address 1: UTC Offset	The UTC offset for the primary address, representing the difference between local time and Coordinated Universal Time.	dimension
Address 1: ZIP/Postal Code	Address 1: ZIP/Postal Code	The ZIP Code or postal code for the primary address.	dimension
Address 2	Address 2	The complete secondary address, often a composite field.	dimension
Address 2: Address Type	Address 2: Address Type	The type of the secondary address, such as billing, shipping, or primary.	metric
Address 2: City	Address 2: City	The city for the secondary address.	dimension
Address 2: Country/Region	Address 2: Country/Region	The country or region for the secondary address.	dimension
Address 2: County	Address 2: County	The county for the secondary address.	dimension
Address 2: Fax	Address 2: Fax	The fax number associated with the secondary address.	dimension
Address 2: Freight Terms	Address 2: Freight Terms	The freight terms for the secondary address, used to ensure correct shipping order processing.	metric
Address 2: ID	Address 2: ID	Unique identifier for the secondary address.	dimension
Address 2: Latitude	Address 2: Latitude	The latitude value for the secondary address, used in mapping and other applications.	dimension
Address 2: Longitude	Address 2: Longitude	The longitude value for the secondary address, used in mapping and other applications.	dimension
Address 2: Name	Address 2: Name	A descriptive name for the secondary address, such as ‘Branch Office’.	dimension
Address 2: Post Office Box	Address 2: Post Office Box	The post office box number of the secondary address.	dimension
Address 2: Primary Contact Name	Address 2: Primary Contact Name	The name of the main contact at the account’s secondary address.	dimension
Address 2: Shipping Method	Address 2: Shipping Method	The shipping method for deliveries sent to the secondary address.	metric
Address 2: State/Province	Address 2: State/Province	The state or province of the secondary address.	dimension
Address 2: Street 1	Address 2: Street 1	The first line of the secondary address.	dimension
Address 2: Street 2	Address 2: Street 2	The second line of the secondary address.	dimension
Address 2: Street 3	Address 2: Street 3	The third line of the secondary address.	dimension
Address 2: Telephone 1	Address 2: Telephone 1	The main phone number associated with the secondary address.	dimension
Address 2: Telephone 2	Address 2: Telephone 2	A second phone number associated with the secondary address.	dimension
Address 2: Telephone 3	Address 2: Telephone 3	A third phone number associated with the secondary address.	dimension
Address 2: UPS Zone	Address 2: UPS Zone	The United Parcel Service (UPS) zone for the secondary address.	dimension
Address 2: UTC Offset	Address 2: UTC Offset	The UTC offset for the secondary address.	dimension
Address 2: ZIP/Postal Code	Address 2: ZIP/Postal Code	The ZIP Code or postal code for the secondary address.	dimension
Address 3	Address 3	The complete third address, often a composite field.	dimension
Address 3: Address Type	Address 3: Address Type	The type of the third address, such as billing, shipping, or primary.	dimension
Address 3: City	Address 3: City	The city for the third address.	dimension
Address 3: County	Address 3: County	The county for the third address.	dimension
Address 3: Fax	Address 3: Fax	The fax number associated with the third address.	dimension
Address 3: Freight Terms	Address 3: Freight Terms	The freight terms for the third address, used to ensure correct shipping order processing.	dimension
Address 3: ID	Address 3: ID	Unique identifier for the third address.	dimension
Address 3: Latitude	Address 3: Latitude	The latitude value for the third address, used in mapping and other applications.	dimension
Address 3: Longitude	Address 3: Longitude	The longitude value for the third address, used in mapping and other applications.	dimension
Address 3: Name	Address 3: Name	A descriptive name for the third address, such as ‘Warehouse’.	dimension
Address 3: Post Office Box	Address 3: Post Office Box	The post office box number of the third address.	dimension
Address 3: Primary Contact Name	Address 3: Primary Contact Name	The name of the main contact at the account’s third address.	dimension
Address 3: Shipping Method	Address 3: Shipping Method	The shipping method for deliveries sent to the third address.	dimension
Address 3: Telephone1	Address 3: Telephone1	The main phone number associated with the third address.	dimension
Address 3: Telephone2	Address 3: Telephone2	A second phone number associated with the third address.	dimension
Address 3: Telephone3	Address 3: Telephone3	A third phone number associated with the third address.	dimension
Address 3: UPS Zone	Address 3: UPS Zone	The United Parcel Service (UPS) zone for the third address.	dimension
Address 3: UTC Offset	Address 3: UTC Offset	The UTC offset for the third address.	dimension
Address Phone	Address Phone	The primary telephone number associated with an address.	dimension
Address3: Country/Region	Address3: Country/Region	The country or region component of the third address.	dimension
Address3: State/Province	Address3: State/Province	The state or province of the third address.	dimension
Address3: Street 1	Address3: Street 1	The first line of the third address.	dimension
Address3: Street 2	Address3: Street 2	The second line of the third address.	dimension
Address3: Street 3	Address3: Street 3	The third line of the third address.	dimension
Address3: ZIP/Postal Code	Address3: ZIP/Postal Code	The ZIP Code or postal code for the third address.	dimension
Aging 30	Aging 30	The total amount of open invoices that are 30 days past due.	dimension
Aging 30 (Base)	Aging 30 (Base)	The base currency equivalent of the ‘Aging 30’ field, for reporting purposes.	dimension
Aging 60	Aging 60	The total amount of open invoices that are 60 days past due.	dimension
Aging 60 (Base)	Aging 60 (Base)	The base currency equivalent of the ‘Aging 60’ field, for reporting purposes.	dimension
Aging 90	Aging 90	The total amount of open invoices that are 90 days past due.	dimension
Aging 90 (Base)	Aging 90 (Base)	The base currency equivalent of the ‘Aging 90’ field, for reporting purposes.	dimension
Amount	Amount	A monetary value associated with a record, such as the value of an order product or a transaction.	dimension
Amount (Base)	Amount (Base)	The monetary amount converted to the system’s default base currency.	dimension
Anniversary	Anniversary	The contact’s anniversary date.	dimension
Annual Income	Annual Income	The annual income of a contact.	dimension
Annual Income (Base)	Annual Income (Base)	The annual income of a contact converted to the system’s default base currency.	dimension
Annual Revenue	Annual Revenue	The annual revenue of an account.	metric
Annual Revenue (Base)	Annual Revenue (Base)	The annual revenue of an account converted to the system’s default base currency.	metric
Assistant	Assistant	The name of the contact’s assistant.	dimension
Assistant Phone	Assistant Phone	The phone number of the assistant.	dimension
Attachment Count	Attachment Count	The total number of attachments associated with a record, such as a lead or email.	metric
Attachment Open Count	Attachment Open Count	The number of times attachments within an email have been opened.	dimension
Bill To Address	Bill To Address	The complete billing address for an order or quote, often a composite field.	dimension
Bill To Address ID	Bill To Address ID	Unique identifier for the billing address.	dimension
Bill To City	Bill To City	The city for the billing address.	dimension
Bill To Contact Name	Bill To Contact Name	The name of the contact person for billing purposes.	dimension
Bill To Country/Region	Bill To Country/Region	The country or region for the billing address.	dimension
Bill To Fax	Bill To Fax	The fax number for the billing address.	dimension
Bill To Name	Bill To Name	A descriptive name for the customer’s billing address.	dimension
Bill To Phone	Bill To Phone	The phone number for the billing address.	dimension
Bill To State/Province	Bill To State/Province	The state or province for the billing address.	dimension
Bill To Street 1	Bill To Street 1	The first line of the billing address.	dimension
Bill To Street 2	Bill To Street 2	The second line of the billing address.	dimension
Bill To Street 3	Bill To Street 3	The third line of the billing address.	dimension
Bill To ZIP/Postal Code	Bill To ZIP/Postal Code	The ZIP Code or postal code for the billing address.	dimension
Billing Method	Billing Method	The predefined method used for invoicing and collecting payments from customers.	dimension
Billing Start Date	Billing Start Date	The date from which billing for services or products officially begins.	dimension
Birthday	Birthday	The birthday of a contact.	dimension
Budget	Budget	The allocated financial amount for a project, campaign, or other initiative.	dimension
Budget Amount	Budget Amount	The monetary amount of the budget.	metric
Budget Amount (Base)	Budget Amount (Base)	The budget amount converted to the system’s default base currency.	metric
Business Phone	Business Phone	The main business phone number for a contact or account.	dimension
Business Phone 2	Business Phone 2	A secondary business phone number.	dimension
Business Type	Business Type	The legal designation or other business type of the account, used for contracts or reporting purposes.	metric
Callback Number	Callback Number	The telephone number to call back a contact.	dimension
Category	Category	A category to indicate whether the customer account is standard or preferred.	metric
City	City	The city component of an address.	dimension
Classification	Classification	A classification code indicating the potential value of the customer account based on projected return on investment or cooperation level.	metric
Company Name	Company Name	The official name of a company.	dimension
Company Phone	Company Phone	The primary telephone number for a company.	dimension
Confirm Interest	Confirm Interest	Indicates whether a potential customer (lead) has explicitly confirmed their interest.	dimension
Contact	Contact	Refers to a lookup field for a Contact entity, linking the current record to a specific individual.	dimension
Contract Status	Contract Status	The status of a contract.	dimension
Contract Status Reason	Contract Status Reason	The reason for the current contract status.	dimension
Conversation Index	Conversation Index	Shows how an email is correlated to an existing email conversation.	dimension
Conversation Index (Hash)	Conversation Index (Hash)	A hashed value used to correlate emails within a conversation, providing a unique identifier for the conversation thread.	metric
Conversation Tracking Id	Conversation Tracking Id	An ID used for tracking and correlating activities within a conversation thread, especially for emails.	dimension
Correlation Method	Correlation Method	Shows how an email is correlated to an existing email in Dynamics 365, indicating the method used for tracking the conversation.	metric
Cost Amount	Cost Amount	The monetary cost amount associated with a product or service.	dimension
Cost Amount (Base)	Cost Amount (Base)	The cost amount converted to the system’s default base currency.	dimension
Cost Price Per Unit	Cost Price Per Unit	The cost price per unit for a product or service.	dimension
Cost Price Per Unit (Base)	Cost Price Per Unit (Base)	The cost price per unit converted to the system’s default base currency.	dimension
Country/Region	Country/Region	The country or region component of an address.	dimension
Created On	Created On	Date and time when the record was created.	dimension
Credit Hold	Credit Hold	Indicates whether the account is on credit hold.	dimension
Credit Limit	Credit Limit	The credit limit of the account or contact, used as a reference for invoicing and accounting.	dimension
Credit Limit (Base)	Credit Limit (Base)	The credit limit converted to the system’s default base currency for reporting purposes.	dimension
Current Cost	Current Cost	The current cost for the product item, used in price calculations.	metric
Current Cost (Base)	Current Cost (Base)	The current cost for the product item converted to the system’s default base currency.	metric
Customer Size	Customer Size	The size of the customer, often an option set for categorizing accounts.	metric
Date Fulfilled	Date Fulfilled	The date and time when an order or activity was fulfilled.	dimension
Date Sent	Date Sent	The date and time when an email or other activity was sent.	dimension
Date Submitted	Date Submitted	Date when an item or record was submitted.	dimension
Decision Maker?	Decision Maker?	A boolean field indicating whether a contact is a decision maker.	dimension
Default Image	Default Image	Represents the default image associated with an entity, such as a profile picture for a contact or a logo for an account.	dimension
Delay email processing until	Delay email processing until	Specifies a future date and time to hold an email before it is sent.	dimension
Delivery Priority	Delivery Priority	The priority of delivery for an activity, such as an email, to the email server.	metric
Delivery Receipt Requested	Delivery Receipt Requested	Indicates whether the sender should receive confirmation that the email was delivered.	dimension
Department	Department	The department of the contact or employee.	dimension
Description	Description	A descriptive text field for additional information about the record or activity.	dimension
Direction	Direction	The direction of an activity, such as incoming or outbound for an email or fax.	dimension
Do not allow Bulk Emails	Do not allow Bulk Emails	Indicates whether bulk emails are allowed to be sent to the record (e.g., contact or lead).	dimension
Do not allow Bulk Mails	Do not allow Bulk Mails	Indicates whether bulk postal mails are allowed to be sent to the record.	dimension
Do not allow Emails	Do not allow Emails	Indicates whether any emails are allowed to be sent to the activity party.	dimension
Do not allow Faxes	Do not allow Faxes	Indicates whether faxes are allowed to be sent to the activity party.	dimension
Do not allow Mails	Do not allow Mails	Indicates whether postal mails are allowed to be sent to the activity party.	dimension
Do not allow Phone Calls	Do not allow Phone Calls	Indicates whether phone calls are allowed to be made to the activity party.	dimension
Due Date	Due Date	The date by which a payment is expected or a task needs to be completed.	dimension
Duration	Duration	The actual duration of an activity in minutes.	metric
Education	Education	The level of education for the contact.	metric
Email	Email	The primary email address for the contact or lead.	dimension
Email Address	Email Address	A general email address field for a contact or entity.	dimension
Email Address 2	Email Address 2	The secondary email address for the contact.	dimension
Email Address 3	Email Address 3	An alternate or third email address for the contact.	dimension
Email Message	Email Message	The content or body of an email message.	dimension
Email Reminder Expiry Time	Email Reminder Expiry Time	Shows the date and time when an email reminder expires.	dimension
Email Reminder Text	Email Reminder Text	For internal use only.	dimension
Email Reminder Type	Email Reminder Type	Shows the type of the email reminder.	metric
Email Tracking Id	Email Tracking Id	Email Tracking Id.	dimension
Employee	Employee	The employee associated with the record.	dimension
Entity Image	Entity Image	Shows the default image for the record.	dimension
Entity Image Id	Entity Image Id	For internal use only.	dimension
Est. Close Date	Est. Close Date	Enter the expected close date for the lead, so that the sales team can schedule timely follow-up meetings to move the prospect to the next sales stage.	dimension
Est. Value	Est. Value	Type the estimated revenue value that this lead will generate to assist in sales forecasting and planning.	metric
Est. Value (Base)	Est. Value (Base)	Value of the Est. Value in base currency.	metric
Est. Value (deprecated)	Est. Value (deprecated)	Type a numeric value of the lead’s estimated value, such as a product quantity, if no revenue amount can be specified in the Est. Value field. This can be used for sales forecasting and planning.	dimension
Evaluate Fit	Evaluate Fit	Select whether the fit between the lead’s requirements and your offerings was evaluated.	dimension
Exchange Rate	Exchange Rate	Shows the conversion rate of the record’s currency. The exchange rate is used to convert all money fields in the record from the local currency to the system’s default currency.	metric
Extended Amount	Extended Amount	Shows the total amount due for the order product, based on the sum of the unit price, quantity, discounts, and tax.	dimension
Extended Amount (Base)	Extended Amount (Base)	Value of the Extended Amount in base currency.	dimension
FTP Site	FTP Site	Type the URL for the account’s FTP site to enable users to access data and share documents.	dimension
Fax	Fax	Type the fax number associated with the primary address.	dimension
Field Service Product Type	Field Service Product Type	A classification for products or services used specifically within Dynamics 365 Field Service.	metric
First Name	First Name	Type the first name of the contact.	dimension
Follow Email Activity	Follow Email Activity	Information about whether to allow following email activity like opens, attachment views and link clicks for emails sent to the lead.	dimension
Followed	Followed	For internal use only. Shows whether this email is followed. This is evaluated state which overrides user selection of follow email.	dimension
Following	Following	Select whether the email allows following recipient activities sent from Microsoft Dynamics 365. This is user preference state which can be overridden by system evaluated state.	dimension
Freight Amount	Freight Amount	Type the cost of freight or shipping for the products included in the order for use in calculating the Total Amount field.	dimension
Freight Amount (Base)	Freight Amount (Base)	Value of the Freight Amount in base currency.	dimension
Freight Terms	Freight Terms	Select the freight terms to make sure shipping orders are processed correctly.	dimension
From	From	Sender of the email.	dimension
Full Name	Full Name	Combines first and last names of the contact to show the full name in views and reports.	dimension
Gender	Gender	Select the contact’s gender.	metric
Has Children	Has Children	Select whether the contact has children for marketing purposes.	metric
Hierarchy Path	Hierarchy Path	Hierarchy path of the account.	dimension
Home Phone	Home Phone	Type the home phone number for the primary contact for the lead.	dimension
Home Phone 2	Home Phone 2	A second home telephone number for the contact.	dimension
Import Sequence Number	Import Sequence Number	Sequence number of the import that created this record.	metric
In Reply To Message	In Reply To Message	Type the ID of the email message that this email activity is a response to.	dimension
Include Expense	Include Expense	A boolean indicator to include expense transactions in financial calculations or billing.	dimension
Include Fee	Include Fee	A boolean indicator to include fees in financial calculations or billing.	dimension
Include Material	Include Material	A boolean indicator to include material costs in financial calculations or billing.	dimension
Include Time	Include Time	A boolean indicator to include time (labor) costs in financial calculations or billing.	dimension
Industry	Industry	Select the account’s primary industry for use in marketing segmentation and demographic analysis.	metric
Initial Communication	Initial Communication	Choose whether someone from the sales team contacted this lead earlier.	dimension
Is Billed	Is Billed	Information regarding whether the activity was billed as part of resolving a case.	dimension
Is Kit	Is Kit	Information that specifies whether the product is a kit.	dimension
Is Regular Activity	Is Regular Activity	Information regarding whether the activity is a regular activity type or event type.	dimension
Is Workflow Created	Is Workflow Created	Information regarding whether the activity was created from a workflow rule.	dimension
Job Title	Job Title	Type the job title of the primary contact for this lead to make sure the prospect is addressed correctly in sales calls, email, and marketing campaigns.	dimension
Last Campaign Date	Last Campaign Date	Shows the date when the lead was last included in a marketing campaign or quick campaign.	dimension
Last Date Included in Campaign	Last Date Included in Campaign	Shows the date when the account was last included in a marketing campaign or quick campaign.	dimension
Last Name	Last Name	Type the last name of the primary contact for the lead to make sure the prospect is addressed correctly in sales calls, email, and marketing campaigns.	dimension
Last On Hold Time	Last On Hold Time	Contains the date and time stamp of the last on hold time.	dimension
Last Opened Time	Last Opened Time	Shows the latest date and time when email was opened.	dimension
Lead	Lead	Unique identifier of the lead.	dimension
Lead Source	Lead Source	Select the primary marketing source that prompted the lead to contact you.	metric
Line Item Number	Line Item Number	Type the line item number for the order product to easily identify the product in the order and make sure it’s listed in the correct sequence.	dimension
Line Type	Line Type	Specifies the category or nature of a line item within a document, such as an order or invoice.	dimension
Links Clicked Count	Links Clicked Count	Shows the number of times a link in an email has been clicked.	dimension
List Price	List Price	List price for the product item. Used in price calculations.	metric
List Price (Base)	List Price (Base)	Value of the List Price in base currency.	metric
Main Phone	Main Phone	Type the main phone number for this account.	dimension
Manager	Manager	The name of the contact’s manager.	dimension
Manager Phone	Manager Phone	The telephone number of the contact’s manager.	dimension
Manual Discount	Manual Discount	Type the manual discount amount for the order product to deduct any negotiated or other savings from the product total on the order.	dimension
Manual Discount (Base)	Manual Discount (Base)	Value of the Manual Discount in base currency.	dimension
Marital Status	Marital Status	Select the contact’s marital status for marketing purposes.	metric
Market Capitalization	Market Capitalization	Type the market capitalization of the account to identify the company’s equity, used as an indicator in financial performance analysis.	dimension
Market Capitalization (Base)	Market Capitalization (Base)	Shows the market capitalization converted to the system’s default base currency.	dimension
Marketing Material	Marketing Material	Select whether the account accepts marketing materials, such as brochures or catalogs.	dimension
Merged	Merged	Tells whether the lead has been merged with another lead.	dimension
Message ID	Message ID	Unique identifier of the email message. Used only for email that is received.	dimension
Middle Name	Middle Name	Type the middle name or initial of the primary contact for the lead to make sure the prospect is addressed correctly.	dimension
Mime Type	Mime Type	MIME type of the email message data.	dimension
Mobile Phone	Mobile Phone	Type the mobile phone number for the primary contact for the lead.	dimension
Modified On	Modified On	Date and time when activity was last modified.	dimension
Name	Name	The primary name or title of the record.	dimension
Need	Need	Choose how high the level of need is for the lead’s company.	dimension
Nickname	Nickname	The contact’s nickname.	dimension
No. of Delivery Attempts	No. of Delivery Attempts	Shows the count of the number of attempts made to send the email. The count is used as an indicator of email routing issues.	metric
No. of Employees	No. of Employees	Type the number of employees that work at the company associated with the lead, for use in marketing segmentation and demographic analysis.	metric
Notifications	Notifications	Select the notification code to identify issues with the email recipients or attachments, such as blocked attachments.	metric
Number of Employees	Number of Employees	Type the number of employees that work at the company associated with the lead, for use in marketing segmentation and demographic analysis.	metric
On Hold Time (Minutes)	On Hold Time (Minutes)	Shows how long, in minutes, that the record was on hold.	dimension
Open Count	Open Count	Shows the number of times an email has been opened.	dimension
Open Deals	Open Deals	The total number or aggregated value of active sales opportunities or deals currently in progress.	metric
Open Deals (Last Updated On)	Open Deals (Last Updated On)	The most recent date and time when the information regarding open deals was modified.	dimension
Open Deals (State)	Open Deals (State)	The current status or stage of the open sales opportunities.	metric
Open Revenue	Open Revenue	The projected or potential revenue associated with active sales opportunities or deals.	metric
Open Revenue (Base)	Open Revenue (Base)	Value of the Open Revenue in base currency.	metric
Open Revenue (Last Updated On)	Open Revenue (Last Updated On)	The most recent date and time when the projected open revenue information was updated.	dimension
Open Revenue (State)	Open Revenue (State)	The current status or stage indicating the progress of projected open revenue.	metric
Order	Order	Unique identifier of the order.	dimension
Order Discount (%)	Order Discount (%)	Type the discount rate that should be applied to the Detail Amount field to include additional savings for the customer in the order.	dimension
Order Discount Amount	Order Discount Amount	Type the discount amount for the order if the customer is eligible for special savings.	dimension
Order Discount Amount (Base)	Order Discount Amount (Base)	Value of the Order Discount Amount in base currency.	dimension
Order ID	Order ID	Shows the order number for customer reference and to use in search. The number cannot be modified.	dimension
Order Is Price Locked	Order Is Price Locked	Select whether prices specified on the invoice are locked from any further updates.	dimension
Order Product	Order Product	Unique identifier of the product specified in the order.	dimension
Order Status	Order Status	Shows the status of the order that the order detail is associated with.	dimension
Order Type	Order Type	A classification or category for an order, such as a sales order or work order.	dimension
Other Phone	Other Phone	Type an alternate phone number for the primary contact for the lead.	dimension
Ownership	Ownership	Select the account’s ownership structure, such as public or private.	metric
Pager	Pager	Type the pager number for the primary contact for the lead.	dimension
Parent Bundle	Parent Bundle	Choose the parent bundle associated with this product.	dimension
Participates in Workflow	Participates in Workflow	Shows whether the lead participates in workflow rules.	dimension
Payment Terms	Payment Terms	Select the payment terms to indicate when the customer needs to pay the total amount.	dimension
Preferred Day	Preferred Day	Select the preferred day of the week for service appointments.	dimension
Preferred Method of Contact	Preferred Method of Contact	Select the preferred method of contact.	metric
Preferred Time	Preferred Time	Select the preferred time of day for service appointments.	metric
Price Per Unit	Price Per Unit	Type the price per unit of the order product. The default is the value in the price list specified on the order for existing products.	dimension
Price Per Unit (Base)	Price Per Unit (Base)	Value of the Price Per Unit in base currency.	dimension
Prices Locked	Prices Locked	Select whether prices specified on the invoice are locked from any further updates.	dimension
Pricing	Pricing	Select whether the price per unit is fixed at the value in the specified price list or can be overridden by users who have edit rights to the order product.	dimension
Pricing Error	Pricing Error	Select the type of pricing error, such as a missing or invalid product, or missing quantity.	dimension
Primary Contact	Primary Contact	A lookup field referencing the primary contact person associated with an account or other entity.	dimension
Primary Contact Full Name	Primary Contact Full Name	The full name of the primary contact associated with a record.	dimension
Priority	Priority	Select the priority so that preferred customers or critical issues are handled quickly.	metric
Process	Process	Shows the ID of the process.	dimension
Process Id	Process Id	Unique identifier of the Process.	dimension
Process Stage	Process Stage	Shows the ID of the stage (Deprecated).	dimension
Product	Product	Choose the product to include on the order to link the product’s pricing and other information to the parent order.	dimension
Product ID	Product ID	Unique identifier of the product.	dimension
Product Name	Product Name	Calculated field that will be populated by name and description of the product.	dimension
Product Structure	Product Structure	Product Structure.	metric
Product Type	Product Type	Type of product.	metric
Product type	Product type	Type of product.	dimension
Purchase Process	Purchase Process	Choose whether an individual or a committee will be involved in the purchase process for the lead.	metric
Purchase Timeframe	Purchase Timeframe	The estimated period within which a purchase is anticipated to be made.	metric
Qualification Comments	Qualification Comments	Type comments about the qualification or scoring of the lead.	dimension
Quantity	Quantity	Type the amount or quantity of the product ordered by the customer.	dimension
Quantity Back Ordered	Quantity Back Ordered	Type the amount or quantity of the product that is back ordered for the order.	dimension
Quantity Canceled	Quantity Canceled	Type the amount or quantity of the product that was canceled.	dimension
Quantity On Hand	Quantity On Hand	Quantity of the product in stock.	metric
Quantity Shipped	Quantity Shipped	Type the amount or quantity of the product that was shipped for the order.	dimension
Quote Line	Quote Line	Unique identifier for Quote Line associated with Order Line.	dimension
Rating	Rating	Select a rating value to indicate the lead’s potential to become a customer.	metric
Read Receipt Requested	Read Receipt Requested	Indicates that a read receipt is requested.	dimension
Record Created On	Record Created On	Date and time that the record was migrated.	dimension
Relationship Type	Relationship Type	Select the category that best describes the relationship between the account and your organization.	metric
Reminder Set	Reminder Set	For internal use only. Shows whether this email Reminder is Set.	dimension
Requested Delivery Date	Requested Delivery Date	Enter the delivery date requested by the customer for all products in the order.	dimension
Role	Role	The contact’s role within the company or sales process, such as decision maker or influencer.	dimension
SIC Code	SIC Code	Type the Standard Industrial Classification (SIC) code that indicates the lead’s primary industry of business for use in marketing segmentation and demographic analysis.	dimension
Sales Stage	Sales Stage	Select the sales stage of this lead to aid the sales team in their efforts to convert this lead to an opportunity.	dimension
Sales Stage Code	Sales Stage Code	Select the sales process stage for the lead to help determine the probability of the lead converting to an opportunity.	metric
Salutation	Salutation	Type the salutation of the primary contact for this lead to make sure the prospect is addressed correctly in sales calls, email messages, and marketing campaigns.	dimension
Schedule Follow Up (Prospect)	Schedule Follow Up (Prospect)	Enter the date and time of the prospecting follow-up meeting with the lead.	dimension
Schedule Follow Up (Qualify)	Schedule Follow Up (Qualify)	Enter the date and time of the qualifying follow-up meeting with the lead.	dimension
Scheduled Duration	Scheduled Duration	Scheduled duration of the activity, specified in minutes.	dimension
Send Later	Send Later	Enter the expected date and time when email will be sent.	dimension
Send Marketing Materials	Send Marketing Materials	Select whether the account accepts marketing materials, such as brochures or catalogs.	dimension
Sequence Number	Sequence Number	Shows the ID of the data that maintains the sequence.	dimension
Shares Outstanding	Shares Outstanding	Type the number of shares available to the public for the account. This number is used as an indicator in financial performance analysis.	dimension
Ship To	Ship To	Select whether the products included in the order should be shipped to the specified address or held until the customer calls with further pick-up or delivery instructions.	dimension
Ship To Address	Ship To Address	Shows the complete Ship To address.	dimension
Ship To Address ID	Ship To Address ID	Unique identifier of the shipping address.	dimension
Ship To City	Ship To City	Type the city for the customer’s shipping address.	dimension
Ship To Contact Name	Ship To Contact Name	Type the primary contact name at the customer’s shipping address.	dimension
Ship To Country/Region	Ship To Country/Region	Type the country or region for the customer’s shipping address.	dimension
Ship To Fax	Ship To Fax	Type the fax number for the customer’s shipping address.	dimension
Ship To Freight Terms	Ship To Freight Terms	Select the freight terms to make sure shipping orders are processed correctly.	dimension
Ship To Name	Ship To Name	Type a name for the customer’s shipping address, such as ‘Headquarters’ or ‘Field office’, to identify the address.	dimension
Ship To Phone	Ship To Phone	Type the phone number for the customer’s shipping address.	dimension
Ship To State/Province	Ship To State/Province	Type the state or province for the shipping address.	dimension
Ship To Street 1	Ship To Street 1	Type the first line of the customer’s shipping address.	dimension
Ship To Street 2	Ship To Street 2	Type the second line of the customer’s shipping address.	dimension
Ship To Street 3	Ship To Street 3	Type the third line of the shipping address.	dimension
Ship To ZIP/Postal Code	Ship To ZIP/Postal Code	Type the ZIP Code or postal code for the shipping address.	dimension
Ship to Fax	Ship to Fax	Type the fax number for the customer’s shipping address.	dimension
Shipping Method	Shipping Method	Select a shipping method for deliveries sent to this address.	metric
Size	Size	Product size.	dimension
Sort Date	Sort Date	Shows the date and time by which the activities are sorted.	dimension
Spouse/Partner Name	Spouse/Partner Name	The name of the contact’s spouse or partner.	dimension
Stage Id	Stage Id	Contains the id of the stage where the entity is located (Deprecated).	dimension
Standard Cost	Standard Cost	Standard cost for the product item. Used in price calculations.	metric
Standard Cost (Base)	Standard Cost (Base)	Value of the Standard Cost in base currency.	metric
Start Date	Start Date	Scheduled start time of the activity.	dimension
State/Province	State/Province	Type the state or province of the primary address.	dimension
Status	Status	Shows whether the order is active, submitted, fulfilled, canceled, or invoiced. Only active orders can be edited.	metric
Status Reason	Status Reason	Select the order’s status.	metric
Stock Exchange	Stock Exchange	Type the stock exchange at which the account is listed to track their stock and financial performance of the company.	dimension
Stock Item	Stock Item	Information about whether the product is a stock item.	dimension
Stock Volume	Stock Volume	Stock volume of the product.	metric
Stock Weight	Stock Weight	Stock weight of the product.	metric
Street 1	Street 1	Type the first line of the primary address.	dimension
Street 2	Street 2	Type the second line of the primary address.	dimension
Street 3	Street 3	Type the third line of the primary address.	dimension
Sub-Category	Sub-Category	Type a subcategory to identify the email type and relate the activity to a specific product, sales region, business group, or other function.	dimension
Subject	Subject	Subject associated with the activity.	dimension
Submitted By	Submitted By	Shows the Microsoft Office Outlook account for the user who submitted the email to Microsoft Dynamics 365.	dimension
Submitted Status	Submitted Status	Type the code for the submitted status in the fulfillment or shipping center system.	dimension
Submitted Status Description	Submitted Status Description	Type additional details or notes about the order for the fulfillment or shipping center.	dimension
Subscription	Subscription	Information related to a recurring service or product agreement.	dimension
Suffix	Suffix	Type the suffix for the contact’s name, such as Jr. or Sr.	dimension
Supplier Name	Supplier Name	Name of the product’s supplier.	dimension
Tax	Tax	Shows the Tax amounts specified on all products included in the order, included in the Total Amount due calculation for the order.	dimension
Tax (Base)	Tax (Base)	Value of the Total Tax in base currency.	dimension
Tax Exempt	Tax Exempt	A boolean field indicating if an entity or transaction is exempt from sales tax.	dimension
Tax Exempt Number	Tax Exempt Number	An identification number used to signify tax-exempt status for a customer or transaction.	dimension
Taxable	Taxable	A boolean field indicating whether an item or transaction is subject to taxation.	dimension
Telephone 3	Telephone 3	Type a third phone number for this account.	dimension
Territory	Territory	The sales territory or region associated with the record.	metric
Territory Code	Territory Code	Select a region or territory for the account for use in segmentation and analysis.	metric
Ticker Symbol	Ticker Symbol	Type the stock exchange symbol for the account to track financial performance of the company.	dimension
Time Zone Rule Version Number	Time Zone Rule Version Number	For internal use only.	dimension
To Recipients	To Recipients	Shows the email addresses corresponding to the recipients.	dimension
Topic	Topic	Subject associated with the activity.	dimension
Total Amount	Total Amount	Shows the total amount due, calculated as the sum of the products, discounts, freight, and taxes for the order.	dimension
Total Amount (Base)	Total Amount (Base)	Value of the Total Amount in base currency.	dimension
Total Chargeable Cost	Total Chargeable Cost	The aggregate cost that can be billed to a client for services or products.	dimension
Total Chargeable Cost (Base)	Total Chargeable Cost (Base)	Value of the Total Chargeable Cost in base currency.	dimension
Total Chargeable Cost (Last Updated On)	Total Chargeable Cost (Last Updated On)	The date and time when the total chargeable cost was last updated.	dimension
Total Chargeable Cost (State)	Total Chargeable Cost (State)	The current processing state or status of the total chargeable cost.	dimension
Total Detail Amount	Total Detail Amount	Shows the sum of all existing and write-in products included on the order, based on the specified price list and quantities.	dimension
Total Detail Amount (Base)	Total Detail Amount (Base)	Value of the Total Detail Amount in base currency.	dimension
Total Discount Amount	Total Discount Amount	Shows the total discount amount, based on the discount price and rate entered on the order.	dimension
Total Discount Amount (Base)	Total Discount Amount (Base)	Value of the Total Discount Amount in base currency.	dimension
Total Line Item Discount Amount	Total Line Item Discount Amount	Shows the total of the Manual Discount amounts specified on all products included in the order.	dimension
Total Line Item Discount Amount (Base)	Total Line Item Discount Amount (Base)	Value of the Total Line Item Discount Amount in base currency.	dimension
Total Non-chargeable Cost	Total Non-chargeable Cost	The aggregate cost incurred that cannot be billed to a client.	dimension
Total Non-chargeable Cost (Base)	Total Non-chargeable Cost (Base)	Value of the Total Non-chargeable Cost in base currency.	dimension
Total Non-chargeable Cost (Last Updated On)	Total Non-chargeable Cost (Last Updated On)	The date and time when the total non-chargeable cost was last updated.	dimension
Total Non-chargeable Cost (State)	Total Non-chargeable Cost (State)	The current processing state or status of the total non-chargeable cost.	dimension
Total Pre-Freight Amount	Total Pre-Freight Amount	Shows the total product amount for the order, minus any discounts. This value is added to freight and tax amounts in the calculation for the total amount due for the order.	dimension
Total Pre-Freight Amount (Base)	Total Pre-Freight Amount (Base)	Value of the Total Pre-Freight Amount in base currency.	dimension
Total Tax	Total Tax	Shows the Tax amounts specified on all products included in the order, included in the Total Amount due calculation for the order.	dimension
Total Tax (Base)	Total Tax (Base)	Value of the Total Tax in base currency.	dimension
Trace ID	Trace ID	A unique identifier used to track and trace requests or operations through a system.	dimension
Tracking Token	Tracking Token	Shows the tracking token assigned to the email to make sure responses are automatically tracked in Microsoft Dynamics 365.	dimension
Travel Charge	Travel Charge	Any expenses or fees incurred for travel related to the record, such as customer visits or service calls.	dimension
Travel Charge (Base)	Travel Charge (Base)	Value of the Travel Charge in base currency.	dimension
Travel Charge Type	Travel Charge Type	The method or classification used for calculating travel charges.	metric
Type	Type	A general classification indicating the nature or category of the record or entity.	metric
UPC Code	UPC Code	The Universal Product Code, a barcode symbology used for tracking trade items.	dimension
URL	URL	Type the account’s website URL to get quick details about the company profile.	dimension
UTC Conversion Time Zone Code	UTC Conversion Time Zone Code	Time zone code that was in use when the record was created.	dimension
Valid From	Valid From	Date from which this product is valid.	dimension
Valid To	Valid To	Date to which this product is valid.	dimension
Vendor	Vendor	Name of the product vendor.	dimension
Vendor ID	Vendor ID	Unique identifier of vendor supplying the product.	dimension
Vendor Name	Vendor Name	Name of the product vendor.	dimension
Version Number	Version Number	A system-generated version number for the record, often used for optimistic concurrency control.	metric
Volume Discount	Volume Discount	The discount applied due to the volume of the purchase.	dimension
Volume Discount (Base)	Volume Discount (Base)	The base currency equivalent of the volume discount applied.	dimension
Website	Website	The URL of the website associated with the account or contact.	dimension
Work Order Instructions	Work Order Instructions	Specific directions or steps to be followed when executing a work order.	dimension
Write-In Product	Write-In Product	Indicates if the product is a write-in product not found in the product catalog.	dimension
Yomi Account Name	Yomi Account Name	The phonetic spelling of the account name, used for proper sorting and pronunciation, particularly for East Asian languages.	dimension
Yomi Company Name	Yomi Company Name	The phonetic spelling of the company name, used for proper sorting and pronunciation.	dimension
Yomi First Name	Yomi First Name	The phonetic spelling of the first name, used for proper sorting and pronunciation.	dimension
Yomi Full Name	Yomi Full Name	The phonetic spelling of the full name, used for proper sorting and pronunciation.	dimension
Yomi Last Name	Yomi Last Name	The phonetic spelling of the last name, used for proper sorting and pronunciation.	dimension
Yomi Middle Name	Yomi Middle Name	The phonetic spelling of the middle name, used for proper sorting and pronunciation.	dimension
ZIP/Postal Code	ZIP/Postal Code	The ZIP Code or postal code for the primary address.	dimension