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

_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

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

_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

_preferredequipmentid_value

_preferredequipmentid_value

A lookup field storing the unique identifier (GUID) of the preferred equipment for a service or resource.

dimension

_preferredserviceid_value

_preferredserviceid_value

A lookup field storing the unique identifier (GUID) of the preferred service for a customer or work order.

dimension

_pricelevelid_value

_pricelevelid_value

A lookup field storing the unique identifier (GUID) of the price list used for pricing products and services.

dimension

_territoryid_value

_territoryid_value

Unique identifier of the sales territory associated with the record (lookup field to the Territory entity).

dimension

_transactioncurrencyid_value

_transactioncurrencyid_value

Unique identifier of the transaction currency for the record (lookup field to the TransactionCurrency entity).

dimension

_transactioncurrencyid_value@OData.Community.Display.V1.FormattedValue

_transactioncurrencyid_value@OData.Community.Display.V1.FormattedValue

The formatted display name of the transaction currency.

dimension

accountid

accountid

Unique identifier of the account record.

dimension

accountnumber

accountnumber

A unique identifier or number assigned to an account.

dimension

actualclosedate

actualclosedate

The actual date when an opportunity or other record was closed.

dimension

actualclosedate@OData.Community.Display.V1.FormattedValue

actualclosedate@OData.Community.Display.V1.FormattedValue

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_line1

address1_line1

The first line of the primary address.

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

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

importsequencenumber

importsequencenumber

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

dimension

leadid

leadid

Unique identifier of the lead record.

dimension

leadqualitycode

leadqualitycode

A rating value that indicates the potential of a lead to become a customer. This is a picklist (option set) field.

dimension

leadqualitycode@OData.Community.Display.V1.FormattedValue

leadqualitycode@OData.Community.Display.V1.FormattedValue

The display name of the lead quality code, providing a user-friendly value for the ‘leadqualitycode’ field.

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 order, categorized by a predefined option set, used to distinguish different kinds of sales orders (e.g., item-based, 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

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

ownershipcode@OData.Community.Display.V1.FormattedValue

ownershipcode@OData.Community.Display.V1.FormattedValue

The display name of the ownership type for an entity, indicating how the record is owned. Possible values include ‘UserOwned’, ‘TeamOwned’, ‘OrganizationOwned’, or ‘None’.

dimension

statecode

statecode

An integer value indicating the primary status of an entity record, such as ‘Active,’ ‘Inactive’ for accounts, or ‘Open,’ ‘Qualified,’ ‘Disqualified’ for leads.

dimension

statecode@OData.Community.Display.V1.FormattedValue

statecode@OData.Community.Display.V1.FormattedValue

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.

dimension

statuscode@OData.Community.Display.V1.FormattedValue

statuscode@OData.Community.Display.V1.FormattedValue

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

timezoneruleversionnumber

timezoneruleversionnumber

An integer that represents the version of the time zone rule in effect, used for internal time zone conversions, particularly for defining how local time is converted to or from Coordinated Universal Time (UTC) and handling Daylight Saving Time (DST). This field is primarily for internal system use.

metric

timezoneruleversionnumber@OData.Community.Display.V1.FormattedValue

timezoneruleversionnumber@OData.Community.Display.V1.FormattedValue

The formatted display value of the time zone rule version number.

metric

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

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