Tableau Connector for Microsoft Dynamics CRM

Build 24.0.9060

Opportunity

This is a table representing the Opportunity entities in Dynamics CRM.

Columns

Name Type ReadOnly Description
Id [KEY] String False

Unique identifier of the opportunity.

AccountId_Id String True

Unique identifier of the account with which the opportunity is associated.

AccountId_LogicalName String True

AccountId_Name String True

ActualCloseDate Datetime False

Date when the opportunity was closed.

ActualValue Double False

Actual revenue for the opportunity.

ActualValue_Base Double True

Base currency equivalent of the actual revenue for the opportunity.

CampaignId_Id String False

Unique identifier for the source campaign associated with the opportunity.

CampaignId_LogicalName String False

CampaignId_Name String False

CloseProbability Integer False

Likelihood of closing the opportunity.

ContactId_Id String True

Unique identifier of the contact associated with the opportunity.

ContactId_LogicalName String True

ContactId_Name String True

CreatedBy_Id String True

Unique identifier of the user who created the opportunity.

CreatedBy_LogicalName String True

CreatedBy_Name String True

CreatedOn Datetime True

Date and time when the opportunity was created.

CreatedOnBehalfBy_Id String True

Unique identifier of the delegate user who created the opportunity.

CreatedOnBehalfBy_LogicalName String True

CreatedOnBehalfBy_Name String True

CustomerId_Id String False

Unique identifier of the account or contact associated with the opportunity.

CustomerId_LogicalName String False

CustomerId_Name String False

Description String False

Description of the opportunity.

DiscountAmount Double False

Discount specified as a monetary amount for the opportunity.

DiscountAmount_Base Double True

Base currency equivalent of the discount specified as a monetary amount for the opportunity.

DiscountPercentage Double False

Discount specified as a percentage for the opportunity.

EstimatedCloseDate Datetime False

Estimated date on which the opportunity is expected to close.

EstimatedValue Double False

Estimated value of the opportunity.

EstimatedValue_Base Double True

Base currency equivalent of the estimated value of the opportunity.

ExchangeRate Double True

Exchange rate for the currency associated with the opportunity with respect to the base currency.

FreightAmount Double False

Cost of freight for the opportunity.

FreightAmount_Base Double True

Base currency equivalent of the cost of freight for the opportunity

ImportSequenceNumber Integer False

Unique identifier of the data import or data migration that created this record.

IsRevenueSystemCalculated Boolean False

Specifies whether estimated revenue is to be calculated by the system or provided by the user.

ModifiedBy_Id String True

Unique identifier of the user who last modified the opportunity.

ModifiedBy_LogicalName String True

ModifiedBy_Name String True

ModifiedOn Datetime True

Date and time when the opportunity was last modified.

ModifiedOnBehalfBy_Id String True

Unique identifier of the delegate user who last modified the opportunity.

ModifiedOnBehalfBy_LogicalName String True

ModifiedOnBehalfBy_Name String True

Name String False

Name of the opportunity.

OpportunityId String False

Unique identifier of the opportunity.

OpportunityRatingCode String False

Quality of the opportunity, such as hot.

OriginatingLeadId_Id String False

Unique identifier of the lead that originated the opportunity.

OriginatingLeadId_LogicalName String False

OriginatingLeadId_Name String False

OverriddenCreatedOn Datetime False

Date and time that the record was migrated.

OwnerId_Id String False

Unique identifier of the user or team who owns the opportunity.

OwnerId_LogicalName String False

OwnerId_Name String False

OwningBusinessUnit_Id String True

Unique identifier of the business unit that owns the opportunity.

OwningBusinessUnit_LogicalName String True

OwningBusinessUnit_Name String True

OwningTeam_Id String True

Unique identifier of the team who owns the opportunity.

OwningTeam_LogicalName String True

OwningTeam_Name String True

OwningUser_Id String True

Unique identifier of the user who owns the opportunity.

OwningUser_LogicalName String True

OwningUser_Name String True

ParticipatesInWorkflow Boolean False

Information about whether the opportunity participates in workflow rules.

PriceLevelId_Id String False

Unique identifier of the price list associated with the opportunity.

PriceLevelId_LogicalName String False

PriceLevelId_Name String False

PricingErrorCode String False

Pricing error for the opportunity.

PriorityCode String False

Priority of the opportunity.

SalesStageCode String False

Customizable code that represents the current stage of an opportunity in a manual sales process. Designed to support manual sales processes upgraded from earlier versions of Microsoft Dynamics CRM.

StateCode String True

Status of the opportunity.

StatusCode String False

Reason for the status of the opportunity.

StepId String False

Unique identifier of the step in the sales process.

StepName String False

Current phase in the sales pipeline for the opportunity. Designed to be updated by using workflows.

TimeZoneRuleVersionNumber Integer False

For internal use only.

TotalAmount Double True

Total amount for the opportunity.

TotalAmount_Base Double True

Base currency equivalent of the total amount for the opportunity.

TotalAmountLessFreight Double True

Total amount minus the freight charges for the opportunity.

TotalAmountLessFreight_Base Double True

Base currency equivalent of the total amount minus the freight charges for the opportunity.

TotalDiscountAmount Double True

Total discount for the opportunity.

TotalDiscountAmount_Base Double True

Base currency equivalent of the total discount for the opportunity.

TotalLineItemAmount Double True

Total line item amount for the opportunity.

TotalLineItemAmount_Base Double True

Base currency equivalent of the total line item amount for the opportunity.

TotalLineItemDiscountAmount Double True

Total line item discount for the opportunity.

TotalLineItemDiscountAmount_Base Double True

Base currency equivalent of the total line item discount for the opportunity.

TotalTax Double True

Total tax for the opportunity.

TotalTax_Base Double True

Base currency equivalent of the total tax for the opportunity.

TransactionCurrencyId_Id String False

Unique identifier of the currency associated with the opportunity.

TransactionCurrencyId_LogicalName String False

TransactionCurrencyId_Name String False

UTCConversionTimeZoneCode Integer False

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

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Build 24.0.9060