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opportunity EntityType

Description: Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion.

Entity Set path: [organization URI]/api/data/v8.0/opportunities

Base Type: crmbaseentity EntityType

Display Name: Opportunity

Primary Key: opportunityid

Primary Name Attribute: name

Properties

Single-valued navigation properties

Collection-valued navigation properties

Operations bound to opportunity

Operations using the opportunity entity type.

Properties

Properties represent fields of data stored in the entity. Some properties are not writable.

Name Type Details

_accountid_value

Edm.Guid

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

Computed property

Read-only property

_campaignid_value

Edm.Guid

Description: Shows the campaign that the opportunity was created from. The ID is used for tracking the success of the campaign.

Computed property

Read-only property

_contactid_value

Edm.Guid

Description: Unique identifier of the contact associated with the opportunity.

Computed property

Read-only property

_createdby_value

Edm.Guid

Description: Shows who created the record.

Computed property

Read-only property

_createdonbehalfby_value

Edm.Guid

Description: Shows who created the record on behalf of another user.

Computed property

Read-only property

_customerid_value

Edm.Guid

Description: Select the customer account or contact to provide a quick link to additional customer details, such as address, phone number, activities, and orders.

_modifiedby_value

Edm.Guid

Description: Shows who last updated the record.

Computed property

Read-only property

_modifiedonbehalfby_value

Edm.Guid

Description: Shows who last updated the record on behalf of another user.

Computed property

Read-only property

_originatingleadid_value

Edm.Guid

Description: Choose the lead that the opportunity was created from for reporting and analytics. The field is read-only after the opportunity is created and defaults to the correct lead when an opportunity is created from a converted lead.

Computed property

Read-only property

_ownerid_value

Edm.Guid

Description: Enter the user or team who is assigned to manage the record. This field is updated every time the record is assigned to a different user.

_owningbusinessunit_value

Edm.Guid

Description: Unique identifier of the business unit that owns the opportunity.

Computed property

Read-only property

_owningteam_value

Edm.Guid

Description: Unique identifier of the team who owns the opportunity.

Computed property

Read-only property

_owninguser_value

Edm.Guid

Description: Unique identifier of the user who owns the opportunity.

Computed property

Read-only property

_parentaccountid_value

Edm.Guid

Description: Choose an account to connect this opportunity to, so that the relationship is visible in reports and analytics, and to provide a quick link to additional details, such as financial information and activities.

Computed property

Read-only property

_parentcontactid_value

Edm.Guid

Description: Choose a contact to connect this opportunity to, so that the relationship is visible in reports and analytics.

Computed property

Read-only property

_pricelevelid_value

Edm.Guid

Description: Choose the price list associated with this record to make sure the products associated with the campaign are offered at the correct prices.

Computed property

Read-only property

_transactioncurrencyid_value

Edm.Guid

Description: Choose the local currency for the record to make sure budgets are reported in the correct currency.

Computed property

Read-only property

actualclosedate

Edm.Date

Description: Shows the date and time when the opportunity was closed or canceled.

Display Name: Actual Close Date

actualvalue

Edm.Decimal

Description: Type the actual revenue amount for the opportunity for reporting and analysis of estimated versus actual sales. Field defaults to the Est. Revenue value when an opportunity is won.

Display Name: Actual Revenue

actualvalue_base

Edm.Decimal

Description: Shows the Actual Revenue field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.

Display Name: Actual Revenue (Base)

Read-only property

budgetamount

Edm.Decimal

Description: Type a value between 0 and 1,000,000,000,000 to indicate the lead's potential available budget.

Display Name: Budget Amount

budgetamount_base

Edm.Decimal

Description: Shows the budget amount converted to the system's base currency.

Display Name: Budget Amount (Base)

Read-only property

budgetstatus

Edm.Int32

Description: Select the likely budget status for the lead's company. This may help determine the lead rating or your sales approach.

Default Options:

0 : No Committed Budget
1 : May Buy
2 : Can Buy
3 : Will Buy

Display Name: Budget

captureproposalfeedback

Edm.Boolean

Description: Choose whether the proposal feedback has been captured for the opportunity.

Default Options:

1 : No
0 : Yes

Display Name: Proposal Feedback Captured

closeprobability

Edm.Int32

Description: Type a number from 0 to 100 that represents the likelihood of closing the opportunity. This can aid the sales team in their efforts to convert the opportunity in a sale.

Display Name: Probability

completefinalproposal

Edm.Boolean

Description: Select whether a final proposal has been completed for the opportunity.

Default Options:

1 : completed
0 : mark complete

Display Name: Final Proposal Ready

completeinternalreview

Edm.Boolean

Description: Select whether an internal review has been completed for this opportunity.

Default Options:

1 : completed
0 : mark complete

Display Name: Complete Internal Review

confirminterest

Edm.Boolean

Description: Select whether the lead confirmed interest in your offerings. This helps in determining the lead quality and the probability of it turning into an opportunity.

Default Options:

1 : No
0 : Yes

Display Name: Confirm Interest

createdon

Edm.DateTimeOffset

Description: Shows the date and time when the record was created. The date and time are displayed in the time zone selected in Microsoft Dynamics CRM options.

Display Name: Created On

Read-only property

currentsituation

Edm.String

Description: Type notes about the company or organization associated with the opportunity.

Display Name: Current Situation

customerneed

Edm.String

Description: Type some notes about the customer's requirements, to help the sales team identify products and services that could meet their requirements.

Display Name: Customer Need

customerpainpoints

Edm.String

Description: Type notes about the customer's pain points to help the sales team identify products and services that could address these pain points.

Display Name: Customer Pain Points

decisionmaker

Edm.Boolean

Description: Select whether your notes include information about who makes the purchase decisions at the lead's company.

Default Options:

1 : completed
0 : mark complete

Display Name: Decision Maker?

description

Edm.String

Description: Type additional information to describe the opportunity, such as possible products to sell or past purchases from the customer.

Display Name: Description

developproposal

Edm.Boolean

Description: Select whether a proposal has been developed for the opportunity.

Default Options:

1 : completed
0 : mark complete

Display Name: Develop Proposal

discountamount

Edm.Decimal

Description: Type the discount amount for the opportunity if the customer is eligible for special savings.

Display Name: Opportunity Discount Amount

discountamount_base

Edm.Decimal

Description: Shows the Opportunity Discount Amount field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.

Display Name: Opportunity Discount Amount (Base)

Read-only property

discountpercentage

Edm.Decimal

Description: Type the discount rate that should be applied to the Product Totals field to include additional savings for the customer in the opportunity.

Display Name: Opportunity Discount (%)

estimatedclosedate

Edm.Date

Description: Enter the expected closing date of the opportunity to help make accurate revenue forecasts.

Display Name: Est. Close Date

estimatedvalue

Edm.Decimal

Description: Type the estimated revenue amount to indicate the potential sale or value of the opportunity for revenue forecasting. This field can be either system-populated or editable based on the selection in the Revenue field.

Display Name: Est. Revenue

estimatedvalue_base

Edm.Decimal

Description: Shows the Actual Revenue field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.

Display Name: Est. Revenue (Base)

Read-only property

evaluatefit

Edm.Boolean

Description: Select whether the fit between the lead's requirements and your offerings was evaluated.

Default Options:

1 : No
0 : Yes

Display Name: Evaluate Fit

exchangerate

Edm.Decimal

Description: Shows the conversion rate of the record's currency. The exchange rate is used to convert all money fields in the record from the local currency to the system's default currency.

Display Name: Exchange Rate

Read-only property

filedebrief

Edm.Boolean

Description: Choose whether the sales team has recorded detailed notes on the proposals and the account's responses.

Default Options:

1 : completed
0 : mark complete

Display Name: File Debrief

finaldecisiondate

Edm.Date

Description: Enter the date and time when the final decision of the opportunity was made.

Display Name: Final Decision Date

freightamount

Edm.Decimal

Description: Type the cost of freight or shipping for the products included in the opportunity for use in calculating the Total Amount field.

Display Name: Freight Amount

freightamount_base

Edm.Decimal

Description: Shows the Freight Amount field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.

Display Name: Freight Amount (Base)

Read-only property

identifycompetitors

Edm.Boolean

Description: Select whether information about competitors is included.

Default Options:

1 : completed
0 : mark complete

Display Name: Identify Competitors

identifycustomercontacts

Edm.Boolean

Description: Select whether the customer contacts for this opportunity have been identified.

Default Options:

1 : completed
0 : mark complete

Display Name: Identify Customer Contacts

identifypursuitteam

Edm.Boolean

Description: Choose whether you have recorded who will pursue the opportunity.

Default Options:

1 : completed
0 : mark complete

Display Name: Identify Sales Team

importsequencenumber

Edm.Int32

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

Display Name: Import Sequence Number

initialcommunication

Edm.Int32

Description: Choose whether someone from the sales team contacted this lead earlier.

Default Options:

0 : Contacted
1 : Not Contacted

Display Name: Initial Communication

isrevenuesystemcalculated

Edm.Boolean

Description: Select whether the estimated revenue for the opportunity is calculated automatically based on the products entered or entered manually by a user.

Default Options:

1 : System Calculated
0 : User Provided

Display Name: Revenue

modifiedon

Edm.DateTimeOffset

Description: Shows the date and time when the record was last updated. The date and time are displayed in the time zone selected in Microsoft Dynamics CRM options.

Display Name: Modified On

Read-only property

name

Edm.String

Description: Type a subject or descriptive name, such as the expected order or company name, for the opportunity.

Display Name: Topic

need

Edm.Int32

Description: Choose how high the level of need is for the lead's company.

Default Options:

0 : Must have
1 : Should have
2 : Good to have
3 : No need

Display Name: Need

opportunityid

Edm.Guid

Description: Unique identifier of the opportunity.

Display Name: Opportunity

opportunityratingcode

Edm.Int32

Description: Select the expected value or priority of the opportunity based on revenue, customer status, or closing probability.

Default Options:

1 : Hot
2 : Warm
3 : Cold

Display Name: Rating

overriddencreatedon

Edm.DateTimeOffset

Description: Date and time that the record was migrated.

Display Name: Record Created On

participatesinworkflow

Edm.Boolean

Description: Information about whether the opportunity participates in workflow rules.

Default Options:

1 : Yes
0 : No

Display Name: Participates in Workflow

presentfinalproposal

Edm.Boolean

Description: Select whether the final proposal has been presented to the account.

Default Options:

1 : completed
0 : mark complete

Display Name: Present Final Proposal

presentproposal

Edm.Boolean

Description: Select whether a proposal for the opportunity has been presented to the account.

Default Options:

1 : completed
0 : mark complete

Display Name: Presented Proposal

pricingerrorcode

Edm.Int32

Description: Pricing error for the opportunity.

Default Options:

0 : None
1 : Detail Error
2 : Missing Price Level
3 : Inactive Price Level
4 : Missing Quantity
5 : Missing Unit Price
6 : Missing Product
7 : Invalid Product
8 : Missing Pricing Code
9 : Invalid Pricing Code
10 : Missing UOM
11 : Product Not In Price Level
12 : Missing Price Level Amount
13 : Missing Price Level Percentage
14 : Missing Price
15 : Missing Current Cost
16 : Missing Standard Cost
17 : Invalid Price Level Amount
18 : Invalid Price Level Percentage
19 : Invalid Price
20 : Invalid Current Cost
21 : Invalid Standard Cost
22 : Invalid Rounding Policy
23 : Invalid Rounding Option
24 : Invalid Rounding Amount
25 : Price Calculation Error
26 : Invalid Discount Type
27 : Discount Type Invalid State
28 : Invalid Discount
29 : Invalid Quantity
30 : Invalid Pricing Precision
31 : Missing Product Default UOM
32 : Missing Product UOM Schedule
33 : Inactive Discount Type
34 : Invalid Price Level Currency
35 : Price Attribute Out Of Range
36 : Base Currency Attribute Overflow
37 : Base Currency Attribute Underflow

Display Name: Pricing Error

prioritycode

Edm.Int32

Description: Select the priority so that preferred customers or critical issues are handled quickly.

Default Options:

1 : Default Value

Display Name: Priority

processid

Edm.Guid

Description: Shows the ID of the process.

Display Name: Process

proposedsolution

Edm.String

Description: Type notes about the proposed solution for the opportunity.

Display Name: Proposed Solution

purchaseprocess

Edm.Int32

Description: Choose whether an individual or a committee will be involved in the purchase process for the lead.

Default Options:

0 : Individual
1 : Committee
2 : Unknown

Display Name: Purchase Process

purchasetimeframe

Edm.Int32

Description: Choose how long the lead will likely take to make the purchase.

Default Options:

0 : Immediate
1 : This Quarter
2 : Next Quarter
3 : This Year
4 : Unknown

Display Name: Purchase Timeframe

pursuitdecision

Edm.Boolean

Description: Select whether the decision about pursuing the opportunity has been made.

Default Options:

1 : No
0 : Yes

Display Name: Decide Go/No-Go

qualificationcomments

Edm.String

Description: Type comments about the qualification or scoring of the lead.

Display Name: Qualification Comments

quotecomments

Edm.String

Description: Type comments about the quotes associated with the opportunity.

Display Name: Quote Comments

resolvefeedback

Edm.Boolean

Description: Choose whether the proposal feedback has been captured and resolved for the opportunity.

Default Options:

1 : No
0 : Yes

Display Name: Feedback Resolved

salesstage

Edm.Int32

Description: Select the sales stage of this opportunity to aid the sales team in their efforts to win this opportunity.

Default Options:

0 : Qualify
1 : Develop
2 : Propose
3 : Close

Display Name: Sales Stage

salesstagecode

Edm.Int32

Description: Select the sales process stage for the opportunity to indicate the probability of closing the opportunity.

Default Options:

1 : Default Value

Display Name: Process Code

schedulefollowup_prospect

Edm.DateTimeOffset

Description: Enter the date and time of the prospecting follow-up meeting with the lead.

Display Name: Scheduled Follow up (Prospect)

schedulefollowup_qualify

Edm.DateTimeOffset

Description: Enter the date and time of the qualifying follow-up meeting with the lead.

Display Name: Scheduled Follow up (Qualify)

scheduleproposalmeeting

Edm.DateTimeOffset

Description: Enter the date and time of the proposal meeting for the opportunity.

Display Name: Schedule Proposal Meeting

sendthankyounote

Edm.Boolean

Description: Select whether a thank you note has been sent to the account for considering the proposal.

Default Options:

1 : completed
0 : mark complete

Display Name: Send Thank You Note

stageid

Edm.Guid

Description: Shows the ID of the stage.

Display Name: Process Stage

statecode

Edm.Int32

Description: Shows whether the opportunity is open, won, or lost. Won and lost opportunities are read-only and can't be edited until they are reactivated.

Default Options:

0 : Open
1 : Won
2 : Lost

Display Name: Status

statuscode

Edm.Int32

Description: Select the opportunity's status.

Default Options:

1 : In Progress
2 : On Hold
3 : Won
4 : Canceled
5 : Out-Sold

Display Name: Status Reason

stepid

Edm.Guid

Description: Shows the ID of the workflow step.

Display Name: Step

stepname

Edm.String

Description: Shows the current phase in the sales pipeline for the opportunity. This is updated by a workflow.

Display Name: Pipeline Phase

timeline

Edm.Int32

Description: Select when the opportunity is likely to be closed.

Default Options:

0 : Immediate
1 : This Quarter
2 : Next Quarter
3 : This Year
4 : Not known

Display Name: Timeline

timezoneruleversionnumber

Edm.Int32

Description: For internal use only.

Display Name: Time Zone Rule Version Number

totalamount

Edm.Decimal

Description: Shows the total amount due, calculated as the sum of the products, discounts, freight, and taxes for the opportunity.

Display Name: Total Amount

totalamount_base

Edm.Decimal

Description: Shows the Total Amount field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.

Display Name: Total Amount (Base)

Read-only property

totalamountlessfreight

Edm.Decimal

Description: Shows the total product amount for the opportunity, minus any discounts. This value is added to freight and tax amounts in the calculation for the total amount of the opportunity.

Display Name: Total Pre-Freight Amount

totalamountlessfreight_base

Edm.Decimal

Description: Shows the Total Pre-Freight Amount field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.

Display Name: Total Pre-Freight Amount (Base)

Read-only property

totaldiscountamount

Edm.Decimal

Description: Shows the total discount amount, based on the discount price and rate entered on the opportunity.

Display Name: Total Discount Amount

totaldiscountamount_base

Edm.Decimal

Description: Shows the Total Discount Amount field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.

Display Name: Total Discount Amount (Base)

Read-only property

totallineitemamount

Edm.Decimal

Description: Shows the sum of all existing and write-in products included on the opportunity, based on the specified price list and quantities.

Display Name: Total Detail Amount

totallineitemamount_base

Edm.Decimal

Description: Shows the Total Detail Amount field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.

Display Name: Total Detail Amount (Base)

Read-only property

totallineitemdiscountamount

Edm.Decimal

Description: Shows the total of the Manual Discount amounts specified on all products included in the opportunity. This value is reflected in the Total Detail Amount field on the opportunity and is added to any discount amount or rate specified on the opportunity.

Display Name: Total Line Item Discount Amount

totallineitemdiscountamount_base

Edm.Decimal

Description: Shows the Total Line Item Discount Amount field to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.

Display Name: Total Line Item Discount Amount (Base)

Read-only property

totaltax

Edm.Decimal

Description: Shows the total of the Tax amounts specified on all products included in the opportunity, included in the Total Amount field calculation for the opportunity.

Display Name: Total Tax

totaltax_base

Edm.Decimal

Description: Shows the Total Tax field converted to the system's default base currency for reporting purposes. The calculation uses the exchange rate specified in the Currencies area.

Display Name: Total Tax (Base)

Read-only property

traversedpath

Edm.String

Description: For internal use only.

Display Name: Traversed Path

utcconversiontimezonecode

Edm.Int32

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

Display Name: UTC Conversion Time Zone Code

versionnumber

Edm.Int64

Description: Version number of the opportunity.

Display Name: Version Number

Read-only property

Single-valued navigation properties

Single-valued navigation properties represent lookup fields where a single entity can be referenced.

Name Type Partner

campaignid

campaign EntityType

campaign_opportunities

createdby

systemuser EntityType

lk_opportunitybase_createdby

createdonbehalfby

systemuser EntityType

lk_opportunity_createdonbehalfby

customerid_account

account EntityType

opportunity_customer_accounts

customerid_contact

contact EntityType

opportunity_customer_contacts

modifiedby

systemuser EntityType

lk_opportunitybase_modifiedby

modifiedonbehalfby

systemuser EntityType

lk_opportunity_modifiedonbehalfby

originatingleadid

lead EntityType

opportunity_originating_lead

ownerid

principal EntityType

owner_opportunitys

owningbusinessunit

businessunit EntityType

business_unit_opportunities

owningteam

team EntityType

team_opportunities

owninguser

systemuser EntityType

opportunity_owning_user

parentaccountid

account EntityType

opportunity_parent_account

parentcontactid

contact EntityType

opportunity_parent_contact

pricelevelid

pricelevel EntityType

price_level_opportunties

transactioncurrencyid

transactioncurrency EntityType

transactioncurrency_opportunity

Collection-valued navigation properties

Collection-valued navigation properties represent collections of entities which may represent either a one-to-many (1:N) or many-to-many (N:N) relationship between the entities.

Name Type Partner

CreatedOpportunity_BulkOperationLogs

bulkoperationlog EntityType

createdobjectid_opportunity

lead_qualifying_opportunity

lead EntityType

qualifyingopportunityid

opportunity_activity_parties

activityparty EntityType

partyid_opportunity

Opportunity_ActivityPointers

activitypointer EntityType

regardingobjectid_opportunity

Opportunity_Annotation

annotation EntityType

objectid_opportunity

Opportunity_Appointments

appointment EntityType

regardingobjectid_opportunity_appointment

Opportunity_AsyncOperations

asyncoperation EntityType

regardingobjectid_opportunity

Opportunity_BulkDeleteFailures

bulkdeletefailure EntityType

regardingobjectid_opportunity

opportunity_connections1

connection EntityType

record1id_opportunity

opportunity_connections2

connection EntityType

record2id_opportunity

Opportunity_DuplicateBaseRecord

duplicaterecord EntityType

baserecordid_opportunity

Opportunity_DuplicateMatchingRecord

duplicaterecord EntityType

duplicaterecordid_opportunity

Opportunity_Emails

email EntityType

regardingobjectid_opportunity_email

Opportunity_Faxes

fax EntityType

regardingobjectid_opportunity_fax

opportunity_invoices

invoice EntityType

opportunityid

Opportunity_Letters

letter EntityType

regardingobjectid_opportunity_letter

Opportunity_OpportunityClose

opportunityclose EntityType

opportunityid

Opportunity_Phonecalls

phonecall EntityType

regardingobjectid_opportunity_phonecall

opportunity_PostFollows

postfollow EntityType

regardingobjectid_opportunity

opportunity_PostRegardings

postregarding EntityType

regardingobjectid_opportunity

opportunity_quotes

quote EntityType

opportunityid

Opportunity_RecurringAppointmentMasters

recurringappointmentmaster EntityType

regardingobjectid_opportunity_recurringappointmentmaster

opportunity_sales_orders

salesorder EntityType

opportunityid

Opportunity_ServiceAppointments

serviceappointment EntityType

regardingobjectid_opportunity_serviceappointment

Opportunity_SharepointDocumentLocation

sharepointdocumentlocation EntityType

regardingobjectid_opportunity

Opportunity_SocialActivities

socialactivity EntityType

regardingobjectid_opportunity_socialactivity

Opportunity_Tasks

task EntityType

regardingobjectid_opportunity_task

opportunity_Teams

team EntityType

regardingobjectid_opportunity

opportunitycompetitors_association

competitor EntityType

opportunitycompetitors_association

product_opportunities

opportunityproduct EntityType

opportunityid

Operations bound to opportunity

The following operations are bound to the opportunity entity type.

Name Bound to

CalculateActualValueOpportunity Action

Entity

Operations using the opportunity entity type.

The following operations use the opportunity entity type in a parameter or return type.

Name How used Description

CalculateActualValueOpportunity Action

entity Parameter

Calculates the value of an opportunity that is in the "Won" state.

GetInvoiceProductsFromOpportunity Action

Opportunity Parameter

Retrieves the products from an opportunity and copy them to the invoice.

GetQuoteProductsFromOpportunity Action

Opportunity Parameter

Retrieves the products from an opportunity and copy them to the quote.

GetSalesOrderProductsFromOpportunity Action

Opportunity Parameter

Retrieves the products from an opportunity and copy them to the sales order.

Vea también

Otros recursos

Web API Action Reference
Web API Function Reference
Web API Query Function Reference
Web API EnumType Reference
Web API ComplexType Reference
Web API Metadata EntityType Reference

Microsoft Dynamics CRM 2016 and Microsoft Dynamics CRM Online
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