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OpportunitySalesProcess table/entity reference

Note

Unsure about table vs. entity? See Developers: Understand terminology in Microsoft Dataverse.

Opportunity Sales Process Business Process Flow

Added by: Sales Solution

Messages

Message Web API Operation SDK class or method
Create POST /opportunitysalesprocesses
See Create
CreateRequest or
Create
Delete DELETE /opportunitysalesprocesses(businessprocessflowinstanceid)
See Delete
DeleteRequest or
Delete
Retrieve GET /opportunitysalesprocesses(businessprocessflowinstanceid)
See Retrieve
RetrieveRequest or
Retrieve
RetrieveMultiple GET /opportunitysalesprocesses
See Query Data
RetrieveMultipleRequest or
RetrieveMultiple
SetState PATCH /opportunitysalesprocesses(businessprocessflowinstanceid)
Update statecode and statuscode properties.
SetStateRequest
Update PATCH /opportunitysalesprocesses(businessprocessflowinstanceid)
See Update
UpdateRequest or
Update

Properties

Property Value
CollectionSchemaName OpportunitySalesProcesses
DisplayCollectionName Opportunity Sales Process
DisplayName Opportunity Sales Process
EntitySetName opportunitysalesprocesses
IsBPFEntity True
LogicalCollectionName opportunitysalesprocesses
LogicalName opportunitysalesprocess
OwnershipType OrganizationOwned
PrimaryIdAttribute businessprocessflowinstanceid
PrimaryNameAttribute name
SchemaName OpportunitySalesProcess

Writable columns/attributes

These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

ActiveStageId

Property Value
Description Unique identifier of the active stage for the Business Process Flow instance.
DisplayName Active Stage
IsValidForForm True
IsValidForRead True
LogicalName activestageid
RequiredLevel None
Targets processstage
Type Lookup

ActiveStageStartedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time when current active stage is started.
DisplayName Active Stage Started On
Format DateOnly
IsValidForForm True
IsValidForRead True
LogicalName activestagestartedon
RequiredLevel None
Type DateTime

BusinessProcessFlowInstanceId

Property Value
Description Unique identifier for Opportunity Sales Process bpf entity instances
DisplayName Opportunity Sales Process Instance Id
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName businessprocessflowinstanceid
RequiredLevel SystemRequired
Type Uniqueidentifier

CompletedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time when Business Process Flow instance is completed.
DisplayName Completed On
Format DateOnly
IsValidForForm True
IsValidForRead True
LogicalName completedon
RequiredLevel None
Type DateTime

ImportSequenceNumber

Property Value
Description Sequence number of the import that created this record.
DisplayName Import Sequence Number
Format None
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName importsequencenumber
MaxValue 2147483647
MinValue -2147483648
RequiredLevel None
Type Integer

Name

Property Value
Description Process Name.
DisplayName Process Name
FormatName Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName name
MaxLength 200
RequiredLevel ApplicationRequired
Type String

OpportunityId

Property Value
Description Unique identifier of the workflow associated to the Business Process Flow instance.
DisplayName Opportunity
IsValidForForm True
IsValidForRead True
LogicalName opportunityid
RequiredLevel None
Targets opportunity
Type Lookup

OverriddenCreatedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time that the record was migrated.
DisplayName Record Created On
Format DateOnly
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName overriddencreatedon
RequiredLevel None
Type DateTime

ProcessId

Property Value
Description Unique identifier of the workflow associated to the Business Process Flow instance.
DisplayName Process
IsValidForForm True
IsValidForRead True
LogicalName processid
RequiredLevel None
Targets workflow
Type Lookup

QuoteId

Property Value
Description Unique identifier of the workflow associated to the Business Process Flow instance.
DisplayName Related Quote
IsValidForForm True
IsValidForRead True
LogicalName quoteid
RequiredLevel None
Targets quote
Type Lookup

SalesOrderId

Property Value
Description Unique identifier of the workflow associated to the Business Process Flow instance.
DisplayName Related Sales Order
IsValidForForm True
IsValidForRead True
LogicalName salesorderid
RequiredLevel None
Targets salesorder
Type Lookup

StateCode

Property Value
Description Shows whether the Delve action record is pending, completed, or tracking.
DisplayName Status
IsValidForCreate False
IsValidForForm True
IsValidForRead True
LogicalName statecode
RequiredLevel SystemRequired
Type State

StateCode Choices/Options

Value Label DefaultStatus InvariantName
0 Active 1 Active
1 Inactive 2 Inactive

StatusCode

Property Value
Description Select the delve action record status.
DisplayName Status Reason
IsValidForForm True
IsValidForRead True
LogicalName statuscode
RequiredLevel None
Type Status

StatusCode Choices/Options

Value Label State
1 Active 0
2 Finished 1
3 Aborted 1

TimeZoneRuleVersionNumber

Property Value
Description For internal use only.
DisplayName Time Zone Rule Version Number
Format None
IsValidForForm False
IsValidForRead True
LogicalName timezoneruleversionnumber
MaxValue 2147483647
MinValue -1
RequiredLevel None
Type Integer

TransactionCurrencyId

Property Value
Description Choose the local currency for the record to make sure budgets are reported in the correct currency.
DisplayName Currency
IsValidForForm True
IsValidForRead True
LogicalName transactioncurrencyid
RequiredLevel None
Targets transactioncurrency
Type Lookup

TraversedPath

Property Value
Description Comma delimited string of process stage ids that represent visited stages of the Business Process Flow instance.
DisplayName Traversed Path
FormatName Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName traversedpath
MaxLength 1250
RequiredLevel None
Type String

UTCConversionTimeZoneCode

Property Value
Description Time zone code that was in use when the record was created.
DisplayName UTC Conversion Time Zone Code
Format None
IsValidForForm False
IsValidForRead True
LogicalName utcconversiontimezonecode
MaxValue 2147483647
MinValue -1
RequiredLevel None
Type Integer

Read-only columns/attributes

These columns/attributes return false for both IsValidForCreate or IsValidForUpdate. Listed by SchemaName.

ActiveStageIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName activestageidname
MaxLength 100
RequiredLevel SystemRequired
Type String

CreatedBy

Property Value
Description Unique identifier of the user who created the record.
DisplayName Created By
IsValidForForm True
IsValidForRead True
LogicalName createdby
RequiredLevel None
Targets systemuser
Type Lookup

CreatedByName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdbyname
MaxLength 100
RequiredLevel None
Type String

CreatedByYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

CreatedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time when the record was created.
DisplayName Created On
Format DateAndTime
IsValidForForm True
IsValidForRead True
LogicalName createdon
RequiredLevel None
Type DateTime

CreatedOnBehalfBy

Property Value
Description Unique identifier of the delegate user who created the record.
DisplayName Created By (Delegate)
IsValidForForm True
IsValidForRead True
LogicalName createdonbehalfby
RequiredLevel None
Targets systemuser
Type Lookup

CreatedOnBehalfByName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdonbehalfbyname
MaxLength 100
RequiredLevel None
Type String

CreatedOnBehalfByYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdonbehalfbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

Duration

Property Value
Description Duration the business process flow was active.
DisplayName Duration
Format Duration
IsValidForForm True
IsValidForRead True
LogicalName duration
MaxValue 2147483647
MinValue 0
RequiredLevel None
Type Integer

ExchangeRate

Property Value
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.
DisplayName Exchange Rate
IsValidForForm True
IsValidForRead True
LogicalName exchangerate
MaxValue 100000000000
MinValue 0.000000000001
Precision 12
RequiredLevel None
Type Decimal

ModifiedBy

Property Value
Description Unique identifier of the user who modified the record.
DisplayName Modified By
IsValidForForm True
IsValidForRead True
LogicalName modifiedby
RequiredLevel None
Targets systemuser
Type Lookup

ModifiedByName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedbyname
MaxLength 100
RequiredLevel None
Type String

ModifiedByYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

ModifiedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time when the record was modified.
DisplayName Modified On
Format DateAndTime
IsValidForForm True
IsValidForRead True
LogicalName modifiedon
RequiredLevel None
Type DateTime

ModifiedOnBehalfBy

Property Value
Description Unique identifier of the delegate user who modified the record.
DisplayName Modified By (Delegate)
IsValidForForm True
IsValidForRead True
LogicalName modifiedonbehalfby
RequiredLevel None
Targets systemuser
Type Lookup

ModifiedOnBehalfByName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedonbehalfbyname
MaxLength 100
RequiredLevel None
Type String

ModifiedOnBehalfByYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedonbehalfbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

OpportunityIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName opportunityidname
MaxLength 100
RequiredLevel SystemRequired
Type String

OrganizationId

Property Value
Description Unique identifier for the organization
DisplayName Organization Id
IsValidForForm False
IsValidForRead True
LogicalName organizationid
RequiredLevel SystemRequired
Targets organization
Type Lookup

OrganizationIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName organizationidname
MaxLength 100
RequiredLevel SystemRequired
Type String

ProcessIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName processidname
MaxLength 100
RequiredLevel SystemRequired
Type String

QuoteIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName quoteidname
MaxLength 100
RequiredLevel SystemRequired
Type String

SalesOrderIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName salesorderidname
MaxLength 100
RequiredLevel SystemRequired
Type String

TransactionCurrencyIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName transactioncurrencyidname
MaxLength 100
RequiredLevel None
Type String

VersionNumber

Property Value
Description Version Number
DisplayName Version Number
IsValidForForm False
IsValidForRead True
LogicalName versionnumber
MaxValue 9223372036854775807
MinValue -9223372036854775808
RequiredLevel None
Type BigInt

Many-To-One Relationships

Each Many-To-One relationship is defined by a corresponding One-To-Many relationship with the related table. Listed by SchemaName.

lk_opportunitysalesprocess_opportunityid

See the lk_opportunitysalesprocess_opportunityid one-to-many relationship for the opportunity table/entity.

lk_opportunitysalesprocess_quoteid

See the lk_opportunitysalesprocess_quoteid one-to-many relationship for the quote table/entity.

lk_opportunitysalesprocess_salesorderid

See the lk_opportunitysalesprocess_salesorderid one-to-many relationship for the salesorder table/entity.

Dataverse table/entity reference
Web API Reference