Table of Contents

Table "Opportunity Entry"

ID 5093
Namespace: Microsoft.CRM.Opportunity

Properties

Name Value
Caption Opportunity Entry
DataClassification CustomerContent
DrillDownPageID Page Microsoft.CRM.Opportunity."Opportunity Entries"
LookupPageID Page Microsoft.CRM.Opportunity."Opportunity Entries"

Fields

Name Type Description
"Entry No." Integer
"Opportunity No." Code[20]

Specifies the number of the opportunity to which this entry applies.

"Sales Cycle Code" Code[10]

Specifies the code of the sales cycle to which the opportunity is linked.

"Sales Cycle Stage" Integer

Specifies the sales cycle stage currently of the opportunity.

"Contact No." Code[20]
"Contact Company No." Code[20]
"Salesperson Code" Code[20]
"Campaign No." Code[20]
"Date of Change" Date

Specifies the date this opportunity entry was last changed.

Active Boolean

Specifies that the opportunity entry is active.

"Date Closed" Date

Specifies the date that the opportunity was closed.

"Days Open" Decimal

Specifies the number of days that the opportunity entry was open.

"Action Taken" Enum Microsoft.CRM.Opportunity."Opportunity Action Taken"

Specifies the action that was taken when the entry was last updated. There are six options:

"Estimated Value (LCY)" Decimal
"Calcd. Current Value (LCY)" Decimal
"Completed %" Decimal

Specifies the percentage of the sales cycle that has been completed for this opportunity entry.

"Chances of Success %" Decimal

Specifies the chances of success of the opportunity entry.

"Probability %" Decimal

Specifies the probability of the opportunity resulting in a sale.

"Close Opportunity Code" Code[10]

Specifies the code for closing the opportunity.

"Previous Sales Cycle Stage" Integer

Specifies the sales cycle stage of the opportunity before this entry.

"Estimated Close Date" Date

Specifies the estimated date when the opportunity entry will be closed.

"Wizard Step" Option
"Cancel Old To Do" Boolean

Specifies a task is to be cancelled from the opportunity.

"Action Type" Option

Specifies options that you can take when you reenter an opportunity to update it in the Update Opportunity window. Certain options are not available, depending on what stage you are in for your opportunity. For example, if you are in stage 1, you cannot select the Previous option.

"Sales Cycle Stage Description" Text[100]

Specifies a description of the sales cycle that is related to the task. The description is copied from the sales cycle card.

SystemId Guid
SystemCreatedAt DateTime
SystemCreatedBy Guid
SystemModifiedAt DateTime
SystemModifiedBy Guid
SystemCreatedByUserName Text[50]
SystemCreatedByFullName Text[80]
SystemModifiedByUserName Text[50]
SystemModifiedByFullName Text[80]
SystemRowVersion BigInteger

Methods

GetLastEntryNo

procedure GetLastEntryNo(): Integer

Returns

Type Description
Integer

InsertEntry

procedure InsertEntry(var OpportunityEntryToInsert: Record "Opportunity Entry"; CancelOldTask: Boolean; CreateNewTask: Boolean)

Parameters

Name Type Description
OpportunityEntryToInsert Table Microsoft.CRM.Opportunity."Opportunity Entry"
CancelOldTask Boolean
CreateNewTask Boolean

UpdateEstimates

procedure UpdateEstimates()

CreateTask

procedure CreateTask(CancelOldTask: Boolean; CreateNewTask: Boolean)

Parameters

Name Type Description
CancelOldTask Boolean
CreateNewTask Boolean

GetSalesDocValue

procedure GetSalesDocValue(SalesHeader: Record "Sales Header"): Decimal

Parameters

Name Type Description
SalesHeader Table Microsoft.Sales.Document."Sales Header"

Returns

Type Description
Decimal

InitOpportunityEntry

procedure InitOpportunityEntry(Opportunity: Record Opportunity)

Parameters

Name Type Description
Opportunity Table Microsoft.CRM.Opportunity.Opportunity

CloseOppFromOpp

procedure CloseOppFromOpp(var Opportunity: Record Opportunity)

Parameters

Name Type Description
Opportunity Table Microsoft.CRM.Opportunity.Opportunity

CheckStatus

procedure CheckStatus()

FinishWizard

procedure FinishWizard()

UpdateOppFromOpp

procedure UpdateOppFromOpp(var Opportunity: Record Opportunity)

Parameters

Name Type Description
Opportunity Table Microsoft.CRM.Opportunity.Opportunity

CheckStatus2

procedure CheckStatus2()

FinishWizard2

procedure FinishWizard2()

WizardActionTypeValidate2

procedure WizardActionTypeValidate2()

WizardSalesCycleStageValidate2

procedure WizardSalesCycleStageValidate2()

CreateStageList

procedure CreateStageList()

ValidateStage

procedure ValidateStage()

NoOfSalesCyclesFirst

procedure NoOfSalesCyclesFirst(): Integer

Returns

Type Description
Integer

NoOfSalesCyclesNext

procedure NoOfSalesCyclesNext(): Integer

Returns

Type Description
Integer

NoOfSalesCyclesPrev

procedure NoOfSalesCyclesPrev(): Integer

Returns

Type Description
Integer

NoOfSalesCyclesSkip

procedure NoOfSalesCyclesSkip(): Integer

Returns

Type Description
Integer

NoOfSalesCyclesUpdate

procedure NoOfSalesCyclesUpdate(): Integer

Returns

Type Description
Integer

NoOfSalesCyclesJump

procedure NoOfSalesCyclesJump(): Integer

Returns

Type Description
Integer

ValidateSalesCycleStage

procedure ValidateSalesCycleStage()

LookupSalesCycleStage

procedure LookupSalesCycleStage()

Events

OnAfterInitOpportunityEntry

[IntegrationEvent(False,False)]
local procedure OnAfterInitOpportunityEntry(Opportunity: Record Opportunity; var OpportunityEntry: Record "Opportunity Entry")

Parameters

Name Type Description
Opportunity Table Microsoft.CRM.Opportunity.Opportunity
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"

OnAfterInsertEntry

[IntegrationEvent(False,False)]
local procedure OnAfterInsertEntry(var OpportunityEntry: Record "Opportunity Entry")

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"

OnAfterValidateStage

[IntegrationEvent(False,False)]
local procedure OnAfterValidateStage(var OpportunityEntry: Record "Opportunity Entry")

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"

OnBeforeCheckStatus

[IntegrationEvent(False,False)]
local procedure OnBeforeCheckStatus(var OpportunityEntry: Record "Opportunity Entry"; var IsHandled: Boolean)

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
IsHandled Boolean

OnBeforeCheckStatus2

[IntegrationEvent(False,False)]
local procedure OnBeforeCheckStatus2(var OpportunityEntry: Record "Opportunity Entry"; var IsHandled: Boolean)

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
IsHandled Boolean

OnBeforeCloseOppFromOpp

[IntegrationEvent(False,False)]
local procedure OnBeforeCloseOppFromOpp(var Opportunity: Record Opportunity; var OpportunityEntry: Record "Opportunity Entry"; var IsHandled: Boolean)

Parameters

Name Type Description
Opportunity Table Microsoft.CRM.Opportunity.Opportunity
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
IsHandled Boolean

OnBeforeCreateStageList

[IntegrationEvent(False,False)]
local procedure OnBeforeCreateStageList(var OpportunityEntry: Record "Opportunity Entry"; var OpportunityEntryRec: Record "Opportunity Entry"; var IsHandled: Boolean)

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
OpportunityEntryRec Table Microsoft.CRM.Opportunity."Opportunity Entry"
IsHandled Boolean

OnBeforeGetSalesDocValue

[IntegrationEvent(False,False)]
local procedure OnBeforeGetSalesDocValue(SalesHeader: Record "Sales Header"; var Result: Decimal; var IsHandled: Boolean)

Parameters

Name Type Description
SalesHeader Table Microsoft.Sales.Document."Sales Header"
Result Decimal
IsHandled Boolean

OnBeforeStartWizard

[IntegrationEvent(False,False)]
local procedure OnBeforeStartWizard(var OpportunityEntry: Record "Opportunity Entry"; var CloseOpportunityPageId: Integer; var IsHandled: Boolean)

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
CloseOpportunityPageId Integer
IsHandled Boolean

OnBeforeTestCust

[IntegrationEvent(False,False)]
local procedure OnBeforeTestCust(OpportunityEntry: Record "Opportunity Entry"; var IsHandled: Boolean)

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
IsHandled Boolean

OnBeforeUpdateEstimates

[IntegrationEvent(False,False)]
local procedure OnBeforeUpdateEstimates(var OpportunityEntry: Record "Opportunity Entry"; var IsHandled: Boolean)

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
IsHandled Boolean

OnBeforeUpdateOppFromOpp

[IntegrationEvent(False,False)]
local procedure OnBeforeUpdateOppFromOpp(var Opportunity: Record Opportunity; var OpportunityEntry: Record "Opportunity Entry"; var IsHandled: Boolean)

Parameters

Name Type Description
Opportunity Table Microsoft.CRM.Opportunity.Opportunity
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
IsHandled Boolean

OnBeforeValidateSalesCycleStage

[IntegrationEvent(False,False)]
local procedure OnBeforeValidateSalesCycleStage(var OpportunityEntry: Record "Opportunity Entry")

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"

OnCloseOppFromOppOnBeforeStartWizard

[IntegrationEvent(False,False)]
local procedure OnCloseOppFromOppOnBeforeStartWizard(Opportunity: Record Opportunity; var OpportunityEntry: Record "Opportunity Entry"; var IsHandled: Boolean)

Parameters

Name Type Description
Opportunity Table Microsoft.CRM.Opportunity.Opportunity
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
IsHandled Boolean

OnCreateTaskOnBeforeInsertTask

[IntegrationEvent(False,False)]
local procedure OnCreateTaskOnBeforeInsertTask(var OpportunityEntry: Record "Opportunity Entry"; var Task: Record "To-do")

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
Task Table Microsoft.CRM.Task."To-do"

OnFinishWizardOnAfterInsertEntry

[IntegrationEvent(False,False)]
local procedure OnFinishWizardOnAfterInsertEntry(OpportunityEntry: Record "Opportunity Entry")

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"

OnFinishWizard2OnAfterInsertEntry

[IntegrationEvent(False,False)]
local procedure OnFinishWizard2OnAfterInsertEntry(OpportunityEntry: Record "Opportunity Entry")

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"

OnUpdateEstimatesOnBeforeModifyOpportunityEntry

[IntegrationEvent(False,False)]
local procedure OnUpdateEstimatesOnBeforeModifyOpportunityEntry(var OpportunityEntry: Record "Opportunity Entry"; SalesHeader: Record "Sales Header")

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
SalesHeader Table Microsoft.Sales.Document."Sales Header"

OnUpdateOppFromOppOnBeforeStartWizard2

[IntegrationEvent(False,False)]
local procedure OnUpdateOppFromOppOnBeforeStartWizard2(Opportunity: Record Opportunity; var OpportunityEntry: Record "Opportunity Entry")

Parameters

Name Type Description
Opportunity Table Microsoft.CRM.Opportunity.Opportunity
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"

OnBeforeTestQuote

[IntegrationEvent(False,False)]
local procedure OnBeforeTestQuote(OpportunityEntry: Record "Opportunity Entry"; var IsHandled: Boolean)

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
IsHandled Boolean

OnBeforeCheckEstimatedValues

[IntegrationEvent(True,False)]
local procedure OnBeforeCheckEstimatedValues(var OpportunityEntry: Record "Opportunity Entry"; xOpportunityEntry: Record "Opportunity Entry"; var IsHandled: Boolean)

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
xOpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
IsHandled Boolean

OnStartWizard2OnBeforeRunModalPage

[IntegrationEvent(True,False)]
local procedure OnStartWizard2OnBeforeRunModalPage(var OpportunityEntry: Record "Opportunity Entry"; xOpportunityEntry: Record "Opportunity Entry"; var IsHandled: Boolean)

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
xOpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
IsHandled Boolean

OnFinishWizard2OnBeforeValidateSalesCycleStageDescription

[IntegrationEvent(False,False)]
local procedure OnFinishWizard2OnBeforeValidateSalesCycleStageDescription(var OpportunityEntry: Record "Opportunity Entry"; var IsHandled: Boolean)

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
IsHandled Boolean

OnFinishWizardOnAfterUpdateEstimates

[IntegrationEvent(False,False)]
local procedure OnFinishWizardOnAfterUpdateEstimates(var OpportunityEntry: Record "Opportunity Entry")

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"

OnOnInsertOnBeforeModifyOpportunity

[IntegrationEvent(False,False)]
local procedure OnOnInsertOnBeforeModifyOpportunity(var OpportunityEntry: Record "Opportunity Entry"; var Opportunity: Record Opportunity; var ShouldModifyOpportunity: Boolean)

Parameters

Name Type Description
OpportunityEntry Table Microsoft.CRM.Opportunity."Opportunity Entry"
Opportunity Table Microsoft.CRM.Opportunity.Opportunity
ShouldModifyOpportunity Boolean

OnInsertEntryOnBeforeInsert

[IntegrationEvent(False,False)]
local procedure OnInsertEntryOnBeforeInsert(var OpportunityEntryToInsert: Record "Opportunity Entry"; var OpportunityEntryInserted: Record "Opportunity Entry")

Parameters

Name Type Description
OpportunityEntryToInsert Table Microsoft.CRM.Opportunity."Opportunity Entry"
OpportunityEntryInserted Table Microsoft.CRM.Opportunity."Opportunity Entry"

See also