Tableau Connector for Microsoft Dynamics CRM

Build 24.0.9060

Quote

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

Columns

Name Type ReadOnly Description
Id [KEY] String False

Unique identifier of the quote.

AccountId_Id String True

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

AccountId_LogicalName String True

AccountId_Name String True

BillTo_AddressId String False

Unique identifier of the billing address.

BillTo_City String False

City name in the billing address.

BillTo_ContactName String False

Contact name for the billing address.

BillTo_Country String False

Country/region name in the billing address.

BillTo_Fax String False

Fax number for the billing address.

BillTo_Line1 String False

First line for entering billing address information.

BillTo_Line2 String False

Second line for entering billing address information.

BillTo_Line3 String False

Third line for entering billing address information.

BillTo_Name String False

Name to enter for the billing address.

BillTo_PostalCode String False

ZIP Code or postal code in the billing address.

BillTo_StateOrProvince String False

State or province in the billing address.

BillTo_Telephone String False

Telephone number associated with the billing address.

CampaignId_Id String False

Unique identifier of the source campaign associated with the quote.

CampaignId_LogicalName String False

CampaignId_Name String False

ClosedOn Datetime False

Date and time when the quote is to be closed.

ContactId_Id String True

Unique identifier of the contact associated with the quote.

ContactId_LogicalName String True

ContactId_Name String True

CreatedBy_Id String True

Unique identifier of the user who created the quote record.

CreatedBy_LogicalName String True

CreatedBy_Name String True

CreatedOn Datetime True

Date and time when the quote was created.

CreatedOnBehalfBy_Id String True

Unique identifier of the delegate user who created the quote.

CreatedOnBehalfBy_LogicalName String True

CreatedOnBehalfBy_Name String True

CustomerId_Id String False

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

CustomerId_LogicalName String False

CustomerId_Name String False

Description String False

Description of the quote.

DiscountAmount Double False

Discount specified as a monetary amount for the quote.

DiscountAmount_Base Double True

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

DiscountPercentage Double False

Discount specified as a percentage for the quote.

EffectiveFrom Datetime False

Date and time when the quote becomes effective.

EffectiveTo Datetime False

Date that is the last day the quote is in effect.

ExchangeRate Double True

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

ExpiresOn Datetime False

Date when the quote expires.

FreightAmount Double False

Cost of freight for the quote.

FreightAmount_Base Double True

Base currency equivalent of the cost of freight for the quote

FreightTermsCode String False

Freight terms for the quote.

ImportSequenceNumber Integer False

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

ModifiedBy_Id String True

Unique identifier of the user who last modified the quote record.

ModifiedBy_LogicalName String True

ModifiedBy_Name String True

ModifiedOn Datetime True

Date and time when the quote was last modified.

ModifiedOnBehalfBy_Id String True

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

ModifiedOnBehalfBy_LogicalName String True

ModifiedOnBehalfBy_Name String True

Name String False

Name of the quote.

OpportunityId_Id String False

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

OpportunityId_LogicalName String False

OpportunityId_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 quote.

OwnerId_LogicalName String False

OwnerId_Name String False

OwningBusinessUnit_Id String True

Unique identifier of the business unit that owns the quote.

OwningBusinessUnit_LogicalName String True

OwningBusinessUnit_Name String True

OwningTeam_Id String True

Unique identifier of the team who owns the quote.

OwningTeam_LogicalName String True

OwningTeam_Name String True

OwningUser_Id String True

Unique identifier of the user who owns the quote.

OwningUser_LogicalName String True

OwningUser_Name String True

PaymentTermsCode String False

Payment terms for the quote.

PriceLevelId_Id String False

Unique identifier of the price list associated with the quote.

PriceLevelId_LogicalName String False

PriceLevelId_Name String False

PricingErrorCode String False

Pricing error for the quote.

QuoteId String False

Unique identifier of the quote.

QuoteNumber String False

Quote number.

RequestDeliveryBy Datetime False

Requested delivery date for the quote.

RevisionNumber Integer True

Revision number for the quote.

ShippingMethodCode String False

Method of shipment for the quote.

ShipTo_AddressId String False

Unique identifier of the shipping address.

ShipTo_City String False

City name in the shipping address.

ShipTo_ContactName String False

Contact name for the shipping address.

ShipTo_Country String False

Country/region name in the shipping address.

ShipTo_Fax String False

Fax number for the shipping address.

ShipTo_FreightTermsCode String False

Freight terms for the shipping address.

ShipTo_Line1 String False

First line for entering shipping address information.

ShipTo_Line2 String False

Second line for entering shipping address information.

ShipTo_Line3 String False

Third line for entering shipping address information.

ShipTo_Name String False

Name to enter for the shipping address.

ShipTo_PostalCode String False

ZIP Code or postal code in the shipping address.

ShipTo_StateOrProvince String False

State or province in the shipping address.

ShipTo_Telephone String False

Telephone number associated with the shipping address.

StateCode String True

Status of the quote.

StatusCode String False

Reason for the status of the quote.

TimeZoneRuleVersionNumber Integer False

For internal use only.

TotalAmount Double True

Total amount for the quote.

TotalAmount_Base Double True

Base currency equivalent of the total amount for the quote.

TotalAmountLessFreight Double True

Total amount minus the freight charges for the quote.

TotalAmountLessFreight_Base Double True

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

TotalDiscountAmount Double True

Total discount for the quote.

TotalDiscountAmount_Base Double True

Base currency equivalent of the total discount for the quote.

TotalLineItemAmount Double True

Total line item amount for the quote.

TotalLineItemAmount_Base Double True

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

TotalLineItemDiscountAmount Double True

Total line item discount for the quote.

TotalLineItemDiscountAmount_Base Double True

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

TotalTax Double True

Total tax for the quote.

TotalTax_Base Double True

Base currency equivalent of the total tax for the quote.

TransactionCurrencyId_Id String False

Unique identifier of the currency associated with the quote.

TransactionCurrencyId_LogicalName String False

TransactionCurrencyId_Name String False

UTCConversionTimeZoneCode Integer False

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

WillCall Boolean False

Information about whether the customer will call for the quoted products or the products are to be shipped.

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Build 24.0.9060