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 |
The name of a specific location, typically associated with an account or contact address. |
dimension |
_ccl_interestcodeid_value |
_ccl_interestcodeid_value |
A custom lookup field that stores the unique identifier (GUID) of an interest code, likely used for categorizing customer interests in marketing or sales processes. |
dimension |
_ccl_interestcodeid_value@OData.Community.Display.V1.FormattedValue |
_ccl_interestcodeid_value@OData.Community.Display.V1.FormattedValue |
The display name of the associated interest code, providing a user-friendly value for the ‘_ccl_interestcodeid_value’ field. |
dimension |
_ccl_marketingownerid_value |
_ccl_marketingownerid_value |
A custom lookup field that stores the unique identifier (GUID) of the marketing owner responsible for a record. |
dimension |
_ccl_marketingownerid_value@OData.Community.Display.V1.FormattedValue |
_ccl_marketingownerid_value@OData.Community.Display.V1.FormattedValue |
The display name of the associated marketing owner, providing a user-friendly value for the ‘_ccl_marketingownerid_value’ field. |
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 |
A lookup field storing the unique identifier (GUID) of the master record, typically used when records have been merged or are part of a hierarchical relationship. |
dimension |
The display name of the associated master record, providing a user-friendly value for the ‘_masterid_value’ field. |
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 |
A lookup field storing the unique identifier (GUID) of a Key Performance Indicator (KPI) associated with a lead, used for tracking lead performance. |
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 display name of the parent account, providing a user-friendly value for the ‘_parentaccountid_value’ field. |
dimension |
_parentbundleidref_value |
_parentbundleidref_value |
A lookup field storing the unique identifier (GUID) of a parent product bundle that this record is part of. |
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 |
_productid_value |
_productid_value |
Unique identifier of the product associated with the order line item (lookup field to the Product entity). |
dimension |
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 |
The formatted display name of the unit of measure (UoM). |
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 |
||
address1_composite |
address1_composite |
Shows the complete primary address for the account or contact. |
dimension |
address1_country |
address1_country |
The country component of the primary address for an account, contact, or other entity. |
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 |
The formatted display value of the base amount. |
dimension |
||
baseamount_base |
baseamount_base |
The base amount in the base currency of the organization. |
metric |
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 |
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 |
emailaddress1 |
emailaddress1 |
The primary email address for a contact or lead. |
dimension |
estimatedvalue |
estimatedvalue |
The estimated revenue or monetary value of an opportunity or a sales order. |
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 |
||
extendedamount |
extendedamount |
The total amount due for the order product, including price per unit, quantity, discounts, and tax. |
metric |
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 |
fullname |
fullname |
The full name of a contact or lead. |
dimension |
importsequencenumber |
importsequencenumber |
Unique identifier of the data import sequence that created the record. |
dimension |
iscopied |
iscopied |
A boolean value indicating whether the record has been copied from another record. |
dimension |
The formatted display value (e.g., ‘Yes’ or ‘No’) indicating whether the record has been copied. |
dimension |
||
ispriceoverridden |
ispriceoverridden |
A boolean value indicating whether the price on a sales order or product has been manually overridden. |
dimension |
The formatted display value (e.g., ‘Yes’ or ‘No’) indicating whether the price has been overridden. |
dimension |
||
isproductoverridden |
isproductoverridden |
A boolean value indicating whether the product selection on a sales order or quote has been manually overridden. |
dimension |
isproductoverridden@OData.Community.Display.V1.FormattedValue |
isproductoverridden@OData.Community.Display.V1.FormattedValue |
The formatted display value (e.g., ‘Yes’ or ‘No’) indicating whether the product selection has been overridden. |
dimension |
leadid |
leadid |
Unique identifier of the lead record. |
dimension |
leadqualitycode |
leadqualitycode |
A code indicating the quality or rating of a lead, typically an option set (e.g., Hot, Warm, Cold). |
metric |
The display name of the lead quality code, providing a user-friendly value for the ‘leadqualitycode’ field. |
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 |
The formatted display value of the date and time when the record was last modified. |
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). |
dimension |
The formatted display value of the order type. |
dimension |
||
msdyncrm_leadid |
msdyncrm_leadid |
A specific identifier for a lead within Microsoft Dynamics CRM, potentially used for integration with other Dynamics 365 marketing or sales modules. |
dimension |
name |
name |
The primary name of the record (e.g., Account Name, Contact Full Name). |
dimension |
opportunity_close_date |
opportunity_close_date |
The projected or actual date when an opportunity is expected to close. |
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 a sales order was created, typically an option set (e.g., Phone, Web, Internal). |
metric |
ordercreationmethod@OData.Community.Display.V1.FormattedValue |
ordercreationmethod@OData.Community.Display.V1.FormattedValue |
The display name of the order creation method, providing a user-friendly value for the ‘ordercreationmethod’ field. |
dimension |
overriddencreatedon |
overriddencreatedon |
Date and time that the record was migrated. |
dimension |
overriddencreatedon@OData.Community.Display.V1.FormattedValue |
overriddencreatedon@OData.Community.Display.V1.FormattedValue |
The formatted display value of a date that overrides the default creation date of the record. |
dimension |
ownershipcode |
ownershipcode |
The type of ownership for the entity (e.g., User Owned, Team Owned, Business Unit Owned). |
dimension |
owning_team_name |
owning_team_name |
The name of the team that has ownership of the record, controlling access and responsibilities. |
dimension |
priceperunit |
priceperunit |
The price per unit of the order product. |
metric |
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 |
The formatted display value of the price per unit in the base currency. |
dimension |
||
pricingerrorcode |
pricingerrorcode |
A code indicating any errors encountered during the pricing calculation for a sales order or product. |
metric |
The display name of the pricing error code, providing a user-friendly value for the ‘pricingerrorcode’ field. |
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 |
A code indicating the type of product, typically an option set (e.g., Sales Inventory, Service, Miscellaneous). |
metric |
The display name of the product type code, providing a user-friendly value for the ‘producttypecode’ field. |
dimension |
||
propertyconfigurationstatus |
propertyconfigurationstatus |
The status of the configuration for a product’s properties or attributes. |
metric |
propertyconfigurationstatus@OData.Community.Display.V1.FormattedValue |
propertyconfigurationstatus@OData.Community.Display.V1.FormattedValue |
The display name of the property configuration status, providing a user-friendly value for the ‘propertyconfigurationstatus’ field. |
dimension |
quantity |
quantity |
The quantity of the product ordered. |
metric |
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 |
A boolean value indicating whether the price on a sales order is locked and cannot be changed. |
dimension |
salesorderispricelocked@OData.Community.Display.V1.FormattedValue |
salesorderispricelocked@OData.Community.Display.V1.FormattedValue |
The formatted display value (e.g., ‘Yes’ or ‘No’) indicating whether the sales order price 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 |
salesstagecode |
salesstagecode |
A code indicating the current stage of an opportunity within the sales process, typically an option set. |
dimension |
The display name of the sales stage code, providing a user-friendly value for the ‘salesstagecode’ field. |
dimension |
||
sequencenumber |
sequencenumber |
Sequence number of the import that created this record. |
metric |
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 |
A boolean value indicating whether the system should skip automatic price calculation for the record. |
metric |
skippricecalculation@OData.Community.Display.V1.FormattedValue |
skippricecalculation@OData.Community.Display.V1.FormattedValue |
The formatted display value (e.g., ‘Yes’ or ‘No’) indicating whether to skip price calculation. |
dimension |
statecode |
statecode |
The status of the record, typically an option set representing the major states (e.g., Active, Inactive, Open, Closed). |
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 |
tax |
tax |
The tax amount for the order product. |
metric |
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 |
The formatted display value of the tax amount in the base currency. |
dimension |
||
timezoneruleversionnumber |
timezoneruleversionnumber |
The version number of the time zone rule used for date and time calculations within the system. |
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 |
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 |
||
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 |
A boolean value indicating whether the customer will pick up the order (will-call) instead of having it shipped. |
dimension |
The formatted display value (e.g., ‘Yes’ or ‘No’) indicating whether the order is for will-call pickup. |
dimension |
||
yomicompanyname |
yomicompanyname |
The phonetic spelling of the company name, primarily used for Japanese localization to assist with sorting and pronunciation. |
dimension |
yomifullname |
yomifullname |
The phonetic spelling of the full name, primarily used for Japanese localization to assist with sorting and pronunciation. |
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 |