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/v9.0/opportunities
- Base Type
- Display Name
- Primary Key
- Primary Key Attribute
- Operations Supported
- POST GET PATCH DELETE
Properties represent fields of data stored in the entity.Some properties are read-only.
Shows the date and time when the opportunity was closed or canceled.
Display Name: Actual Close Date
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
Value of the Actual Revenue in base currency.
Display Name: Actual Revenue (Base)
Type a value between 0 and 1,000,000,000,000 to indicate the lead's potential available budget.
Display Name: Budget Amount
Value of the Budget Amount in base currency.
Display Name: Budget Amount (Base)
Select the likely budget status for the lead's company. This may help determine the lead rating or your sales approach.
Display Name: Budget
Choose whether the proposal feedback has been captured for the opportunity.
Display Name: Proposal Feedback Captured
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
Select whether a final proposal has been completed for the opportunity.
Display Name: Final Proposal Ready
Select whether an internal review has been completed for this opportunity.
Display Name: Complete Internal Review
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.
Display Name: Confirm Interest
Date and time when the record was created.
Display Name: Created On
Type notes about the company or organization associated with the opportunity.
Display Name: Current Situation
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
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
Select whether your notes include information about who makes the purchase decisions at the lead's company.
Display Name: Decision Maker?
Type additional information to describe the opportunity, such as possible products to sell or past purchases from the customer.
Display Name: Description
Select whether a proposal has been developed for the opportunity.
Display Name: Develop Proposal
Type the discount amount for the opportunity if the customer is eligible for special savings.
Display Name: Opportunity Discount Amount
Value of the Opportunity Discount Amount in base currency.
Display Name: Opportunity Discount Amount (Base)
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 (%)
The primary email address for the entity.
Display Name: Email Address
Enter the expected closing date of the opportunity to help make accurate revenue forecasts.
Display Name: Est. Close Date
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
Value of the Est. Revenue in base currency.
Display Name: Est. Revenue (Base)
Select whether the fit between the lead's requirements and your offerings was evaluated.
Display Name: Evaluate Fit
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
Choose whether the sales team has recorded detailed notes on the proposals and the account's responses.
Display Name: File Debrief
Enter the date and time when the final decision of the opportunity was made.
Display Name: Final Decision Date
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
Value of the Freight Amount in base currency.
Display Name: Freight Amount (Base)
Select whether information about competitors is included.
Display Name: Identify Competitors
Select whether the customer contacts for this opportunity have been identified.
Display Name: Identify Customer Contacts
Choose whether you have recorded who will pursue the opportunity.
Display Name: Identify Sales Team
Sequence number of the import that created this record.
Display Name: Import Sequence Number
Choose whether someone from the sales team contacted this lead earlier.
Display Name: Initial Communication
Select whether the estimated revenue for the opportunity is calculated automatically based on the products entered or entered manually by a user.
Display Name: Revenue
Contains the date time stamp of the last on hold time.
Display Name: Last On Hold Time
Date and time when the record was modified.
Display Name: Modified On
Internal use only.
Display Name: Order Type
Type a subject or descriptive name, such as the expected order or company name, for the opportunity.
Display Name: Topic
Choose how high the level of need is for the lead's company.
Display Name: Need
Shows the duration in minutes for which the opportunity was on hold.
Display Name: On Hold Time (Minutes)
Unique identifier of the opportunity.
Display Name: Opportunity
Select the expected value or priority of the opportunity based on revenue, customer status, or closing probability.
Display Name: Rating
Date and time that the record was migrated.
Display Name: Record Created On
Information about whether the opportunity participates in workflow rules.
Display Name: Participates in Workflow
Select whether the final proposal has been presented to the account.
Display Name: Present Final Proposal
Select whether a proposal for the opportunity has been presented to the account.
Display Name: Presented Proposal
Pricing error for the opportunity.
Display Name: Pricing Error
Select the priority so that preferred customers or critical issues are handled quickly.
Display Name: Priority
Contains the id of the process associated with the entity.
Display Name: Process Id
Type notes about the proposed solution for the opportunity.
Display Name: Proposed Solution
Choose whether an individual or a committee will be involved in the purchase process for the lead.
Display Name: Purchase Process
Choose how long the lead will likely take to make the purchase.
Display Name: Purchase Timeframe
Select whether the decision about pursuing the opportunity has been made.
Display Name: Decide Go/No-Go
Type comments about the qualification or scoring of the lead.
Display Name: Qualification Comments
Type comments about the quotes associated with the opportunity.
Display Name: Quote Comments
Choose whether the proposal feedback has been captured and resolved for the opportunity.
Display Name: Feedback Resolved
Select the sales stage of this opportunity to aid the sales team in their efforts to win this opportunity.
Display Name: Sales Stage
Select the sales process stage for the opportunity to indicate the probability of closing the opportunity.
Display Name: Process Code
Enter the date and time of the prospecting follow-up meeting with the lead.
Display Name: Scheduled Follow up (Prospect)
Enter the date and time of the qualifying follow-up meeting with the lead.
Display Name: Scheduled Follow up (Qualify)
Enter the date and time of the proposal meeting for the opportunity.
Display Name: Schedule Proposal Meeting
Select whether a thank you note has been sent to the account for considering the proposal.
Display Name: Send Thank You Note
Contains the id of the stage where the entity is located.
Display Name: Stage Id
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.
Display Name: Status
Select the opportunity's status.
Display Name: Status Reason
Shows the ID of the workflow step.
Display Name: Step
Shows the current phase in the sales pipeline for the opportunity. This is updated by a workflow.
Display Name: Pipeline Phase
Select when the opportunity is likely to be closed.
Display Name: Timeline
Total time spent for emails (read and write) and meetings by me in relation to the opportunity record.
Display Name: Time Spent by me
For internal use only.
Display Name: Time Zone Rule Version Number
Shows the total amount due, calculated as the sum of the products, discounts, freight, and taxes for the opportunity.
Display Name: Total Amount
Value of the Total Amount in base currency.
Display Name: Total Amount (Base)
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
Value of the Total Pre-Freight Amount in base currency.
Display Name: Total Pre-Freight Amount (Base)
Shows the total discount amount, based on the discount price and rate entered on the opportunity.
Display Name: Total Discount Amount
Value of the Total Discount Amount in base currency.
Display Name: Total Discount Amount (Base)
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
Value of the Total Detail Amount in base currency.
Display Name: Total Detail Amount (Base)
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
Value of the Total Line Item Discount Amount in base currency.
Display Name: Total Line Item Discount Amount (Base)
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
Value of the Total Tax in base currency.
Display Name: Total Tax (Base)
A comma separated list of string values representing the unique identifiers of stages in a Business Process Flow Instance in the order that they occur.
Display Name: Traversed Path
Time zone code that was in use when the record was created.
Display Name: UTC Conversion Time Zone Code
Display Name: Version Number
Lookup properties are read-only, computed properties which contain entity primary key Edm.Guid data for one or more corresponding single-valued navigation properties. More information: Lookup properties and Retrieve data about lookup properties.
|Name||Single-valued navigation property||Description|
Unique identifier of the account with which the opportunity is associated.
Shows the campaign that the opportunity was created from. The ID is used for tracking the success of the campaign.
Unique identifier of the contact associated with the opportunity.
Shows who created the record.
Shows who created the record on behalf of another user.
Select the customer account or contact to provide a quick link to additional customer details, such as address, phone number, activities, and orders.
Shows who last updated the record.
Shows who last updated the record on behalf of another user.
The account manager responsible for the opportunity.
The organizational unit in charge of the opportunity.
Unique identifier for Work Order Type associated with Opportunity.
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.
Unique identifier for the business unit that owns the record
Unique identifier for the team that owns the record.
Unique identifier for the user that owns the record.
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.
Choose a contact to connect this opportunity to, so that the relationship is visible in reports and analytics.
Choose the price list associated with this record to make sure the products associated with the campaign are offered at the correct prices.
Choose the service level agreement (SLA) that you want to apply to the opportunity record.
Last SLA that was applied to this opportunity. This field is for internal use only.
Choose the local currency for the record to make sure budgets are reported in the correct currency.
Single-valued navigation properties
Single-valued navigation properties represent lookup fields where a single entity can be referenced. Each single-valued navigation property has a corresponding partner collection-valued navigation property on the related entity.
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.
The following operations can be used with the opportunity entity type.
The following solutions include the opportunity entity type.
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|CRM Extensions||For internal use only.|
|Marketing Sales||For internal use only.|
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