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.
@odata.etag Dimension
An opaque identifier used for optimistic concurrency control in OData operations.
_accountid_value Dimension
Unique identifier (GUID) for the associated account record.
_campaignid_value Dimension
Unique identifier (GUID) for the associated marketing campaign record.
_contactid_value Dimension
Unique identifier (GUID) for the associated contact record.
_correlatedactivityid_value Dimension
The unique identifier (GUID) of the correlated activity. This field links the current record to a specific activity record within Dynamics 365.
_correlatedactivityid_value@OData.Community.Display.V1.FormattedValue Dimension
The display name or formatted value of the correlated activity. This provides a user-friendly text representation of the activity.
_createdby_value Dimension
Unique identifier of the user who created the record (lookup field to the SystemUser entity).
_createdby_value@OData.Community.Display.V1.FormattedValue Dimension
The formatted display name of the user who created the record.
_createdonbehalfby_value Dimension
Unique identifier of the delegate user who created the record (lookup field to the SystemUser entity).
_customerid_value Dimension
Unique identifier (GUID) for the associated customer record, which can be either an account or a contact.
_customerid_value@OData.Community.Display.V1.FormattedValue Dimension
The formatted display name of the associated customer record, showing the name of the account or contact.
_masterid_value Dimension
Unique identifier (GUID) for the master record, often used when merging duplicate records.
_masterid_value@OData.Community.Display.V1.FormattedValue Dimension
The formatted display name of the master record.
_modifiedby_value Dimension
Unique identifier of the user who last modified the record (lookup field to the SystemUser entity).
_modifiedby_value@OData.Community.Display.V1.FormattedValue Dimension
The formatted display name of the user who last modified the record.
_modifiedonbehalfby_value Dimension
Unique identifier of the delegate user who last modified the record (lookup field to the SystemUser entity).
_modifiedonbehalfby_value@OData.Community.Display.V1.FormattedValue Dimension
The formatted display name of the delegate user who last modified the record.
_msdyn_leadid_value Dimension
Unique identifier of the associated lead record.
_msdyn_leadid_value@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the associated lead ID.
_organizationid_value Dimension
Unique identifier of the organization that owns the record.
_organizationid_value@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the organization ID.
_ownerid_value Dimension
Unique identifier (GUID) of the record owner, which can be a user or a team.
_ownerid_value@OData.Community.Display.V1.FormattedValue Dimension
The display name or formatted value of the owner of the record. This provides the user-friendly name of the user or team.
_owningbusinessunit_value Dimension
Unique identifier of the business unit that owns the record (lookup field to the BusinessUnit entity).
_owningteam_value Dimension
Unique identifier of the team that owns the record (lookup field to the Team entity).
_owninguser_value Dimension
Unique identifier of the user that owns the record (lookup field to the SystemUser entity).
_parentaccountid_value Dimension
Unique identifier (GUID) for the associated parent account record.
_parentaccountid_value@OData.Community.Display.V1.FormattedValue Dimension
The formatted display name of the associated parent account record.
_parentactivityid_value Dimension
A lookup field representing the unique identifier of the parent activity record associated with the current record.
_parentactivityid_value@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the parent activity ID.
_parentbundleidref_value Dimension
The unique identifier (GUID) of a parent bundle or package record. This is a lookup field indicating a hierarchical relationship.
_parentcontactid_value Dimension
Unique identifier (GUID) for the associated parent contact record.
_parentcontactid_value@OData.Community.Display.V1.FormattedValue Dimension
The formatted display name of the associated parent contact record.
_productid_value Dimension
Unique identifier of the product associated with the record.
_productid_value@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the associated product ID.
_quotedetailid_value Dimension
Unique identifier of the associated quote detail (line item) record.
_relatedobjectid_value Dimension
The unique identifier (GUID) of a related record in Dynamics 365. This field serves as a foreign key, identifying the specific record that the current entity is associated with within a many-to-one relationship.
_salesorderid_value Dimension
Unique identifier of the associated sales order record.
_salesorderid_value@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the associated sales order ID.
_salesrepid_value Dimension
Unique identifier of the sales representative associated with the record.
_transactioncurrencyid_value Dimension
Unique identifier of the transaction currency for the record (lookup field to the TransactionCurrency entity).
_transactioncurrencyid_value@OData.Community.Display.V1.FormattedValue Dimension
The formatted display name of the transaction currency.
_uomid_value Dimension
Unique identifier of the unit of measure (UoM) for the product.
_uomid_value@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the unit of measure (UoM) ID.
accountid Dimension
Unique identifier of the account record.
accountnumber Dimension
A unique identifier or number assigned to an account.
activityid Dimension
Unique identifier of the activity.
actualend Dimension
Date and time when the activity was actually completed.
actualend@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the actual end date and time of the activity.
actualstart Dimension
Date and time when the activity actually started.
address1_city Dimension
The city component of the primary address for the record.
address1_composite Dimension
A complete, composite string representation of the primary address.
address1_country Dimension
The country or region component of the primary address for the record.
address1_line1 Dimension
The first line of the primary address for the record.
baseamount Metric
Base amount of the product, excluding any discounts or taxes.
baseamount@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the base amount.
baseamount_base Metric
Base amount of the product in the organization's base currency.
baseamount_base@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the base amount in base currency.
category Dimension
A classification or grouping for the record. This field is used for organizing and filtering records within Dynamics 365.
companyname Dimension
The name of the company associated with the record, often for a lead or contact.
createdon Dimension
Date and time when the record was created.
createdon@OData.Community.Display.V1.FormattedValue Dimension
The formatted display value of the date and time when the record was created.
deliveryattempts Metric
Number of times the activity has been attempted for delivery.
deliveryattempts@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the number of delivery attempts.
description Dimension
Description or notes related to the record.
emailaddress1 Dimension
The primary email address for the record.
exchangerate Metric
The exchange rate used to convert money fields from the transaction currency to the base currency.
exchangerate@OData.Community.Display.V1.FormattedValue Metric
The formatted display value of the exchange rate.
extendedamount Metric
Extended amount of the product, usually calculated as quantity multiplied by price per unit.
extendedamount@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the extended amount.
extendedamount_base Metric
Extended amount of the product in the organization's base currency.
extendedamount_base@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the extended amount in base currency.
firstname Dimension
The first name of the individual associated with the record.
fullname Dimension
The full name of the individual associated with the record.
importsequencenumber Dimension
Unique identifier of the data import sequence that created the record.
industrycode Metric
An integer code representing the industry to which the record belongs.
industrycode@OData.Community.Display.V1.FormattedValue Dimension
The formatted display value of the industry to which the record belongs.
iscopied Dimension
Indicates whether the record has been copied.
iscopied@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value indicating if the record was copied.
ispriceoverridden Dimension
Indicates whether the price has been manually overridden for the product.
ispriceoverridden@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value indicating if the price was overridden.
isproductoverridden Dimension
Indicates whether the product has been manually overridden for the order line item.
isproductoverridden@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value indicating if the product was overridden.
jobtitle Dimension
The job title of the individual associated with the record.
lastonholdtime Dimension
Date and time when the record was last put on hold.
lastopenedtime Dimension
The date and time when the record was last opened.
lastopenedtime@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the last opened date and time.
leadid Dimension
Unique identifier (GUID) for the lead record.
leadqualitycode Metric
An integer code indicating the quality or rating of the lead.
leadqualitycode@OData.Community.Display.V1.FormattedValue Dimension
The formatted display value indicating the quality or rating of the lead.
leadsourcecode Metric
An integer code representing the source from which the lead was generated.
leadsourcecode@OData.Community.Display.V1.FormattedValue Dimension
The formatted display value representing the source from which the lead was generated.
lineitemnumber Dimension
Sequential number for the line item within a document, such as an order or quote.
linksclickedcount Metric
Number of links clicked in an email activity.
linksclickedcount@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the count of links clicked.
manualdiscountamount Dimension
Amount of manual discount applied to the record.
manualdiscountamount_base Dimension
Amount of manual discount applied to the record in the organization's base currency.
messageid Dimension
Unique identifier of the message, such as an email message ID returned from an Exchange Server, or a custom channel message ID.
modifiedon Dimension
Date and time when the record was last modified.
modifiedon@OData.Community.Display.V1.FormattedValue Dimension
The formatted display value of the date and time when the record was last modified.
msdyn_acilastupdatetimestamp Dimension
The date and time when the Agent Core Interface (ACI) record was last updated.
msdyn_averagefirstresponsetimebytheminhrs Metric
The average time, in hours, for the first response from the customer's perspective.
msdyn_averagefirstresponsetimebytheminhrs@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the average first response time in minutes or hours.
msdyn_averagefirstresponsetimebyusinhrs Metric
The average time, in hours, for the first response from the organization's (team's) perspective.
msdyn_averagefirstresponsetimebyusinhrs@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the average first response time by user or team in hours.
msdyn_computationaccuracy Metric
Represents the accuracy level of a computation or forecast within Dynamics 365, often found in forecasting configurations or results.
msdyn_computationaccuracy@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the computation accuracy.
msdyn_date Dimension
Date associated with the Microsoft Dynamics 365 record or data point.
msdyn_emailattachmentopens Metric
The total count of times attachments in marketing emails have been opened by recipients.
msdyn_emailattachmentopens@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the count of email attachment opens.
msdyn_emailengagementinteractions Dimension
The total number of engagement interactions related to emails, such as opens, clicks, or replies.
msdyn_emaillinksclicked Metric
The total count of times links embedded in marketing emails have been clicked by recipients.
msdyn_emaillinksclicked@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the count of email links clicked.
msdyn_emailsreceived Metric
The total count of emails received.
msdyn_emailsreceived@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the number of emails received.
msdyn_emailssent Metric
The total count of emails sent.
msdyn_emailssent@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the number of emails sent.
msdyn_facetimewithcustomer Metric
Tracks the duration or record of direct face-to-face or virtual interaction time spent with a customer.
msdyn_facetimewithcustomer@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the face time with the customer.
msdyn_lastactivitybyteam Dimension
Records the timestamp of the last activity performed by a team on a specific record or entity within Dynamics 365.
msdyn_lastactivitydirection Dimension
The direction of the last activity, indicating whether it was incoming or outgoing.
msdyn_lastactivityid Dimension
The unique identifier of the last activity performed.
msdyn_lastactivitytype Dimension
The type of the last activity performed (e.g., phone call, email, meeting, task).
msdyn_leadkpiitemid Dimension
The unique identifier for a Key Performance Indicator (KPI) item associated with a lead.
msdyn_liemailssent Metric
The number of emails sent through a LinkedIn integration. This suggests a connection between Dynamics 365 and LinkedIn for communication purposes.
msdyn_liemailssent@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the number of LinkedIn emails sent.
msdyn_meetingsreceived Metric
The total count of meetings received.
msdyn_meetingsreceived@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the number of meetings received.
msdyn_meetingssent Metric
The total count of meetings sent.
msdyn_meetingssent@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the number of meetings sent.
msdyn_name Dimension
Primary name or title of the Dynamics 365 custom entity or record.
msdyn_nextactivitybyteam Dimension
Indicates the scheduled date and time for the next planned activity to be performed by a team on a specific record or entity within Dynamics 365.
msdyn_nextactivitydirection Dimension
The direction of the next activity, indicating whether it is incoming or outgoing.
msdyn_nextactivityid Dimension
The unique identifier of the next scheduled activity.
msdyn_nextactivitytype Dimension
The type of the next scheduled activity (e.g., phone call, email, meeting, task).
msdyn_openedemails Metric
The total count of emails that have been opened.
msdyn_openedemails@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the number of opened emails.
msdyn_phonecallsmade Metric
The total count of phone calls made.
msdyn_phonecallsmade@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the number of phone calls made.
msdyn_phonecallsreceived Metric
The total count of phone calls received.
msdyn_phonecallsreceived@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the number of phone calls received.
msdyn_relationshiphealthscorestate Metric
The state or status of the relationship health score, indicating its current condition.
msdyn_relationshiphealthscorestate@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the relationship health score state.
msdyn_relationshiphealthscorevalue Metric
The numerical value of the relationship health score.
msdyn_relationshiphealthscorevalue@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the relationship health score value.
msdyn_relationshiphealthtrend Metric
The trend of the relationship health score, indicating whether it is improving, declining, or stable.
msdyn_relationshiphealthtrend@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the relationship health trend.
msdyn_responseratebythem Metric
The response rate from the customer's perspective.
msdyn_responseratebythem@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the response rate by the customer.
msdyn_responseratebyus Metric
The response rate from the organization's (team's) perspective.
msdyn_responseratebyus@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the response rate by the user or team.
msdyn_timespentbycustomer Dimension
The amount of time spent by the customer interacting with the organization or its resources.
msdyn_timespentbycustomer_calculated Dimension
A calculated amount of time spent by the customer interacting with the organization or its resources.
msdyn_timespentbyteam Metric
The amount of time spent by the team interacting with customers or working on related tasks.
msdyn_timespentbyteam@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the time spent by the team.
msdyn_timespentbyteam_calculated Metric
A calculated amount of time spent by the team interacting with customers or working on related tasks.
msdyn_timespentbyteam_calculated@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the calculated time spent by the team.
msdyncrm_leadid Dimension
This field represents the unique identifier for a Lead record within Microsoft Dynamics 365. It is used to identify and retrieve specific lead entities via the Web API.
name Dimension
The primary name of the record (e.g., Account Name, Contact Full Name).
opencount Metric
Number of times a record or email has been opened.
opencount@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the open count.
ordercreationmethod Metric
The method by which the sales order was created (e.g., manually, via import, from a web portal).
ordercreationmethod@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the order creation method.
overriddencreatedon Dimension
Date and time that the record was migrated.
priceperunit Metric
Price of each unit of the product.
priceperunit@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the price per unit.
priceperunit_base Metric
Price of each unit of the product in the organization's base currency.
priceperunit_base@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the price per unit in base currency.
pricingerrorcode Metric
An error code indicating a specific issue encountered during the pricing calculation for an opportunity or sales order.
pricingerrorcode@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the pricing error code.
prioritycode Metric
An integer code indicating the priority level of the record.
prioritycode@OData.Community.Display.V1.FormattedValue Dimension
The formatted display value indicating the priority level of the record.
productdescription Dimension
Description of the product.
productname Dimension
Name of the product.
productnumber Metric
Identifier or code for the product.
producttypecode Metric
A code indicating the type of product (e.g., standard product, product bundle, write-in product).
producttypecode@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the product type code.
propertyconfigurationstatus Metric
This field indicates the status of the configuration for a product property within a Quote Product (QuoteDetail) record. It is a picklist with options such as 'Edit', 'Rectify', or 'Not Configured'.
propertyconfigurationstatus@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value of the property configuration status.
qualificationcomments Dimension
Comments or notes provided during the lead qualification process.
quantity Metric
Quantity of the product ordered or sold.
quantity@OData.Community.Display.V1.FormattedValue Metric
Formatted display value of the quantity.
quantitybackordered Dimension
Quantity of the product that is on backorder.
quantitycancelled Dimension
Quantity of the product that has been cancelled.
quantityshipped Dimension
Quantity of the product that has been shipped.
requestdeliveryby Dimension
The requested date by which a delivery should occur.
revenue Metric
The total revenue associated with the record in the transaction currency.
revenue@OData.Community.Display.V1.FormattedValue Dimension
The formatted display value of the revenue for the record.
revenue_base Metric
The total revenue associated with the record in the organization's base currency.
revenue_base@OData.Community.Display.V1.FormattedValue Dimension
The formatted display value of the revenue in the organization's base currency.
safedescription Dimension
A sanitized or plain-text version of a record's description or content, often used for email activities to ensure safe display and processing.
salesorderdetailid Dimension
Unique identifier of the sales order detail (line item) record.
salesorderdetailname Dimension
The name or description of a specific line item or detail within a sales order.
salesorderispricelocked Dimension
A boolean value indicating whether the pricing on the sales order is locked and cannot be changed.
salesorderispricelocked@OData.Community.Display.V1.FormattedValue Dimension
Formatted display value indicating if the sales order pricing is locked.
salesorderstatecode Metric
Indicates the status of the sales order, such as active, submitted, fulfilled, canceled, or invoiced. Only active orders can be edited.
salesorderstatecode@OData.Community.Display.V1.FormattedValue Dimension
The formatted string value representing the sales order status.
scheduledend Dimension
The scheduled end date and time of an activity or record.
scheduledend@OData.Community.Display.V1.FormattedValue Dimension
The formatted display value of the scheduled end date and time, reflecting user-specific locale and formatting settings.
scheduledstart Dimension
The scheduled start date and time of an activity or record.
scheduledstart@OData.Community.Display.V1.FormattedValue Dimension
The formatted display value of the scheduled start date and time, reflecting user-specific locale and formatting settings.
sequencenumber Metric
A unique identifier that maintains the sequence of the order product or a related data record.
sequencenumber@OData.Community.Display.V1.FormattedValue Metric
The formatted string value representing the sequence number.
shipto_city Dimension
The city component of the customer's shipping address for the sales order.
shipto_contactname Dimension
The name of the primary contact at the customer's shipping address for the sales order.
shipto_country Dimension
The country or region component of the customer's shipping address for the sales order.
shipto_fax Dimension
The fax number associated with the customer's shipping address for the sales order.
shipto_freighttermscode Dimension
The selected freight terms for shipping orders to ensure correct processing.
shipto_line1 Dimension
The first line of the customer's shipping address for the sales order.
shipto_line2 Dimension
The second line of the customer's shipping address for the sales order.
shipto_line3 Dimension
The third line of the customer's shipping address for the sales order.
shipto_name Dimension
A descriptive name for the customer's shipping address (e.g., 'Headquarters' or 'Field office').
shipto_postalcode Dimension
The ZIP Code or postal code for the customer's shipping address for the sales order.
shipto_stateorprovince Dimension
The state or province component of the customer's shipping address for the sales order.
shipto_telephone Dimension
The phone number associated with the customer's shipping address for the sales order.
skippricecalculation Metric
Indicates whether the price calculation should be skipped for the sales order or order product.
skippricecalculation@OData.Community.Display.V1.FormattedValue Dimension
The formatted string value indicating whether price calculation is skipped.
statecode Metric
An integer value indicating the primary status of an entity record, such as 'Active,' 'Inactive' for accounts, or 'Open,' 'Qualified,' 'Disqualified' for leads.
statecode@OData.Community.Display.V1.FormattedValue Dimension
The formatted display value of the record's status.
statuscode Metric
The reason for the current status of the record, an option set that provides more granular details than the state code.
statuscode@OData.Community.Display.V1.FormattedValue Dimension
The display name of the status code, providing a user-friendly value for the 'statuscode' field.
subject Dimension
The descriptive title or subject line of an activity (e.g., email, phone call, task) or a record like a lead.
tax Metric
The tax amount for a specific product included in the sales order.
tax@OData.Community.Display.V1.FormattedValue Dimension
The formatted string value representing the tax amount for the order product.
tax_base Metric
The tax amount for the order product in the base currency.
tax_base@OData.Community.Display.V1.FormattedValue Dimension
The formatted string value representing the tax amount in base currency for the order product.
timezoneruleversionnumber Metric
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.
timezoneruleversionnumber@OData.Community.Display.V1.FormattedValue Metric
The formatted display value of the time zone rule version number.
utcconversiontimezonecode Dimension
Time zone code that was in use when the record was created.
versionnumber Metric
Version number of the record.
versionnumber@OData.Community.Display.V1.FormattedValue Dimension
The formatted display value of the version number.
volumediscountamount Metric
The discount amount per unit applied if a specified volume of products is purchased within an order.
volumediscountamount@OData.Community.Display.V1.FormattedValue Dimension
The formatted string value representing the volume discount amount.
volumediscountamount_base Metric
The volume discount amount in the base currency for the order product.
volumediscountamount_base@OData.Community.Display.V1.FormattedValue Dimension
The formatted string value representing the volume discount amount in base currency.
willcall Dimension
Indicates whether the products in the order should be shipped to an address or held for customer pick-up or further instructions.
willcall@OData.Community.Display.V1.FormattedValue Dimension
The formatted string value indicating the 'Ship To' preference (Will Call or Address).