Microsoft Dynamics 365: Most-used fields

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

Location Name

Location Name

dimension

Sales Manager

Sales Manager

The sales manager associated with a record, typically a lookup to a user or contact entity.

dimension

Sales Manager Name

Sales Manager Name

The full name of the sales manager associated with a record.

dimension

_createdby_value

_createdby_value

Unique identifier of the user who created the record (lookup field to the SystemUser entity).

dimension

_createdby_value@OData.Community.Display.V1.FormattedValue

_createdby_value@OData.Community.Display.V1.FormattedValue

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

_modifiedby_value

_modifiedby_value

Unique identifier of the user who last modified the record (lookup field to the SystemUser entity).

dimension

_modifiedby_value@OData.Community.Display.V1.FormattedValue

_modifiedby_value@OData.Community.Display.V1.FormattedValue

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

Unique identifier of the organizational unit responsible for the contract (lookup field to the Organizational Unit entity).

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

_owningbusinessunit_value

_owningbusinessunit_value

Unique identifier of the business unit that owns the record (lookup field to the BusinessUnit entity).

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

_parentbundleidref_value

_parentbundleidref_value

Unique identifier of the parent product bundle (lookup field to the Product entity).

dimension

_preferredequipmentid_value

_preferredequipmentid_value

Unique identifier of the preferred equipment (resource) for an activity (lookup field).

dimension

_preferredserviceid_value

_preferredserviceid_value

Unique identifier of the preferred service for an activity (lookup field).

dimension

_productid_value

_productid_value

Unique identifier of the product associated with the order line item (lookup field to the Product entity).

dimension

_productid_value@OData.Community.Display.V1.FormattedValue

_productid_value@OData.Community.Display.V1.FormattedValue

The formatted display name of the product.

dimension

_quotedetailid_value

_quotedetailid_value

Unique identifier of the quote line item that originated this order line item (lookup field to the QuoteDetail entity).

dimension

_salesorderid_name

_salesorderid_name

The name or subject of the associated sales order.

metric

_salesorderid_value

_salesorderid_value

Unique identifier of the sales order associated with the order line item (lookup field to the SalesOrder entity).

dimension

_salesorderid_value@OData.Community.Display.V1.FormattedValue

_salesorderid_value@OData.Community.Display.V1.FormattedValue

The formatted display name of the sales order.

metric

_salesrepid_value

_salesrepid_value

Unique identifier of the sales representative associated with the record (lookup field to the SystemUser entity).

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

_uomid_value

_uomid_value

Unique identifier of the unit of measure (UoM) for the product (lookup field to the UoM entity).

dimension

_uomid_value@OData.Community.Display.V1.FormattedValue

_uomid_value@OData.Community.Display.V1.FormattedValue

The formatted display name of the unit of measure (UoM).

dimension

accountid

accountid

Unique identifier of the account record.

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

baseamount

baseamount

The base amount of the product, excluding discounts and taxes.

metric

baseamount@OData.Community.Display.V1.FormattedValue

baseamount@OData.Community.Display.V1.FormattedValue

The formatted display value of the base amount.

dimension

baseamount_base

baseamount_base

The base amount in the base currency of the organization.

metric

baseamount_base@OData.Community.Display.V1.FormattedValue

baseamount_base@OData.Community.Display.V1.FormattedValue

The formatted display value of the base amount in the base currency.

dimension

companyname

companyname

The name of the company associated with a lead or contact.

dimension

createdon

createdon

Date and time when the record was created.

dimension

createdon@OData.Community.Display.V1.FormattedValue

createdon@OData.Community.Display.V1.FormattedValue

The formatted display value of the date and time when the record was created.

dimension

description

description

Additional information or details about the order product.

dimension

exchangerate

exchangerate

The exchange rate used to convert money fields from the transaction currency to the base currency.

metric

exchangerate@OData.Community.Display.V1.FormattedValue

exchangerate@OData.Community.Display.V1.FormattedValue

The formatted display value of the exchange rate.

metric

extendedamount

extendedamount

The total amount due for the order product, including price per unit, quantity, discounts, and tax.

metric

extendedamount@OData.Community.Display.V1.FormattedValue

extendedamount@OData.Community.Display.V1.FormattedValue

The formatted display value of the extended amount.

dimension

extendedamount_base

extendedamount_base

The extended amount in the base currency of the organization.

metric

extendedamount_base@OData.Community.Display.V1.FormattedValue

extendedamount_base@OData.Community.Display.V1.FormattedValue

The formatted display value of the extended amount in the base currency.

dimension

importsequencenumber

importsequencenumber

Unique identifier of the data import sequence that created the record.

dimension

iscopied

iscopied

Indicates whether the order product was copied from a quote product.

dimension

iscopied@OData.Community.Display.V1.FormattedValue

iscopied@OData.Community.Display.V1.FormattedValue

The formatted display value indicating whether the order product was copied.

dimension

ispriceoverridden

ispriceoverridden

Indicates whether the price per unit is overridden for the order product.

dimension

ispriceoverridden@OData.Community.Display.V1.FormattedValue

ispriceoverridden@OData.Community.Display.V1.FormattedValue

The formatted display value indicating whether the price per unit is overridden.

dimension

isproductoverridden

isproductoverridden

Indicates whether the product is overridden for the order line item.

dimension

isproductoverridden@OData.Community.Display.V1.FormattedValue

isproductoverridden@OData.Community.Display.V1.FormattedValue

The formatted display value indicating whether the product is overridden.

dimension

leadid

leadid

Unique identifier of the lead record.

dimension

leadqualitycode

leadqualitycode

The quality of the lead, indicating its potential value.

dimension

leadqualitycode@OData.Community.Display.V1.FormattedValue

leadqualitycode@OData.Community.Display.V1.FormattedValue

The formatted display value of the lead quality code.

dimension

lineitemnumber

lineitemnumber

The line item number for the order product.

dimension

manualdiscountamount

manualdiscountamount

The manually entered discount amount for the order product.

dimension

manualdiscountamount_base

manualdiscountamount_base

The manually entered discount amount for the order product in the base currency.

dimension

modifiedon

modifiedon

Date and time when the record was last modified.

dimension

modifiedon@OData.Community.Display.V1.FormattedValue

modifiedon@OData.Community.Display.V1.FormattedValue

The formatted display value of the date and time when the record was last modified.

dimension

msdyn_ordertype

msdyn_ordertype

The type of the order, typically an option set indicating categories like ‘Item Based’ or ‘Service Based’.

dimension

msdyn_ordertype@OData.Community.Display.V1.FormattedValue

msdyn_ordertype@OData.Community.Display.V1.FormattedValue

The formatted display value of the order type.

dimension

name

name

The primary name of the record (e.g., Account Name, Contact Full Name).

dimension

opportunityid

opportunityid

Unique identifier of the opportunity record.

dimension

opportunityratingcode

opportunityratingcode

The rating of the opportunity, indicating its value or priority.

dimension

opportunityratingcode@OData.Community.Display.V1.FormattedValue

opportunityratingcode@OData.Community.Display.V1.FormattedValue

The formatted display value of the opportunity rating code.

dimension

ordercreationmethod

ordercreationmethod

The method by which the order was created, such as ‘Direct Input’ or ‘From Quote’.

metric

ordercreationmethod@OData.Community.Display.V1.FormattedValue

ordercreationmethod@OData.Community.Display.V1.FormattedValue

The formatted display value of the order creation method.

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

priceperunit

priceperunit

The price per unit of the order product.

metric

priceperunit@OData.Community.Display.V1.FormattedValue

priceperunit@OData.Community.Display.V1.FormattedValue

The formatted display value of the price per unit.

dimension

priceperunit_base

priceperunit_base

The price per unit of the order product in the base currency.

metric

priceperunit_base@OData.Community.Display.V1.FormattedValue

priceperunit_base@OData.Community.Display.V1.FormattedValue

The formatted display value of the price per unit in the base currency.

dimension

pricingerrorcode

pricingerrorcode

The error code indicating issues with pricing calculations.

metric

pricingerrorcode@OData.Community.Display.V1.FormattedValue

pricingerrorcode@OData.Community.Display.V1.FormattedValue

The formatted display value of the pricing error code.

dimension

productdescription

productdescription

Description of the product added to the order.

dimension

productname

productname

The name of the product associated with the order line item.

dimension

productnumber

productnumber

Identifier or code for the product.

metric

producttypecode

producttypecode

The type of the product, such as ‘Product’ or ‘Write-In Product’.

metric

producttypecode@OData.Community.Display.V1.FormattedValue

producttypecode@OData.Community.Display.V1.FormattedValue

The formatted display value of the product type.

dimension

propertyconfigurationstatus

propertyconfigurationstatus

Status of the product property configuration.

metric

propertyconfigurationstatus@OData.Community.Display.V1.FormattedValue

propertyconfigurationstatus@OData.Community.Display.V1.FormattedValue

The formatted display value of the product property configuration status.

dimension

quantity

quantity

The quantity of the product ordered.

metric

quantity@OData.Community.Display.V1.FormattedValue

quantity@OData.Community.Display.V1.FormattedValue

The formatted display value of the quantity ordered.

metric

quantitybackordered

quantitybackordered

The quantity of the product that is backordered.

dimension

quantitycancelled

quantitycancelled

The quantity of the product that was cancelled.

dimension

quantityshipped

quantityshipped

The quantity of the product that has been shipped.

dimension

requestdeliveryby

requestdeliveryby

The requested delivery date for the order product.

dimension

salesorderdetailid

salesorderdetailid

Unique identifier of the order product (SalesOrderDetail) record.

dimension

salesorderdetailname

salesorderdetailname

The name or description of the sales order detail (order product).

dimension

salesorderispricelocked

salesorderispricelocked

Indicates whether the pricing for the sales order is locked.

dimension

salesorderispricelocked@OData.Community.Display.V1.FormattedValue

salesorderispricelocked@OData.Community.Display.V1.FormattedValue

The formatted display value indicating whether the sales order pricing is locked.

dimension

salesorderstatecode

salesorderstatecode

Status of the sales order to which the order product belongs.

metric

salesorderstatecode@OData.Community.Display.V1.FormattedValue

salesorderstatecode@OData.Community.Display.V1.FormattedValue

The formatted display value of the sales order status.

dimension

sequencenumber

sequencenumber

Sequence number of the import that created this record.

metric

sequencenumber@OData.Community.Display.V1.FormattedValue

sequencenumber@OData.Community.Display.V1.FormattedValue

The formatted display value of the import sequence number.

metric

shipto_city

shipto_city

The ‘ship to’ city for the order product.

dimension

shipto_contactname

shipto_contactname

The name of the ‘ship to’ contact for the order product.

dimension

shipto_country

shipto_country

The ‘ship to’ country or region for the order product.

dimension

shipto_fax

shipto_fax

The ‘ship to’ fax number for the order product.

dimension

shipto_freighttermscode

shipto_freighttermscode

The ‘ship to’ freight terms for the order product.

dimension

shipto_line1

shipto_line1

The first line of the ‘ship to’ address for the order product.

dimension

shipto_line2

shipto_line2

The second line of the ‘ship to’ address for the order product.

dimension

shipto_line3

shipto_line3

The third line of the ‘ship to’ address for the order product.

dimension

shipto_name

shipto_name

The name of the ‘ship to’ address for the order product.

dimension

shipto_postalcode

shipto_postalcode

The ‘ship to’ ZIP Code or postal code for the order product.

dimension

shipto_stateorprovince

shipto_stateorprovince

The ‘ship to’ state or province for the order product.

dimension

shipto_telephone

shipto_telephone

The ‘ship to’ telephone number for the order product.

dimension

skippricecalculation

skippricecalculation

Indicates whether price calculation should be skipped for the order product.

metric

skippricecalculation@OData.Community.Display.V1.FormattedValue

skippricecalculation@OData.Community.Display.V1.FormattedValue

The formatted display value indicating whether price calculation is skipped.

dimension

statecode

statecode

Status of the record, typically indicating active or inactive.

dimension

statecode@OData.Community.Display.V1.FormattedValue

statecode@OData.Community.Display.V1.FormattedValue

The formatted display value of the record’s status.

dimension

subject

subject

The subject or title of the record (e.g., Email Subject, Opportunity Topic).

dimension

tax

tax

The tax amount for the order product.

metric

tax@OData.Community.Display.V1.FormattedValue

tax@OData.Community.Display.V1.FormattedValue

The formatted display value of the tax amount.

dimension

tax_base

tax_base

The tax amount for the order product in the base currency.

metric

tax_base@OData.Community.Display.V1.FormattedValue

tax_base@OData.Community.Display.V1.FormattedValue

The formatted display value of the tax amount in the base currency.

dimension

timezoneruleversionnumber

timezoneruleversionnumber

For internal use only. The time zone rule version number.

dimension

utcconversiontimezonecode

utcconversiontimezonecode

Time zone code that was in use when the record was created.

dimension

versionnumber

versionnumber

Version number of the record.

metric

versionnumber@OData.Community.Display.V1.FormattedValue

versionnumber@OData.Community.Display.V1.FormattedValue

The formatted display value of the version number.

dimension

volumediscountamount

volumediscountamount

The amount of the volume discount for the order product.

metric

volumediscountamount@OData.Community.Display.V1.FormattedValue

volumediscountamount@OData.Community.Display.V1.FormattedValue

The formatted display value of the volume discount amount.

dimension

volumediscountamount_base

volumediscountamount_base

The amount of the volume discount for the order product in the base currency.

metric

volumediscountamount_base@OData.Community.Display.V1.FormattedValue

volumediscountamount_base@OData.Community.Display.V1.FormattedValue

The formatted display value of the volume discount amount in the base currency.

dimension

willcall

willcall

Indicates whether the customer will call in to pick up the order.

dimension

willcall@OData.Community.Display.V1.FormattedValue

willcall@OData.Community.Display.V1.FormattedValue

The formatted display value indicating whether the customer will call in to pick up the order.

dimension

yominame

yominame

dimension