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Filtered Views in Microsoft Dynamics CRM

[Applies to: Microsoft Dynamics CRM 2011]

This topic lists the filtered views available in on-premises Microsoft Dynamics CRM. You can use these filtered views to securely retrieve data for your custom SQL-based reports, and display the reports to a user based on their security role in Microsoft Dynamics CRM.

 

Entity schema name Entity type code Report view name Description

Account

1

FilteredAccount

Business that represents a customer or potential customer. The company that is billed in business transactions.

AccountLeads

16

FilteredAccountLeads

Represents the intersect table for the accountleads_associationrelationship.

ActivityMimeAttachment

1001

FilteredActivityMimeAttachment

Multipurpose Internet Mail Extensions (MIME) attachment for an email activity.

ActivityParty

135

FilteredActivityParty

Person or group associated with an activity. An activity can have multiple activity parties.

ActivityPointer

4200

FilteredActivityPointer

Task performed, or to be performed, by a user. An activity is any action for which an entry can be made on a calendar.

This view rolls up all the different activities into one view.

Annotation

5

FilteredAnnotation

Annotation (note) that is attached to one or more objects, including other notes.

AnnualFiscalCalendar

2000

FilteredAnnualFiscalCalendar

Year long fiscal calendar of an organization. A span of time during which the financial activities of an organization are calculated.

ApplicationFile

4707

FilteredApplicationFile

For internal use only.

Appointment

4201

FilteredAppointment

Commitment representing a time interval with start/end times and duration.

AsyncOperation

4700

FilteredAsyncOperation

Process whose execution can proceed independently or in the background.

Attachment

1002

FilteredAttachment

For internal use only.

BulkDeleteOperation

4424

FilteredBulkDeleteOperation

User-submitted bulk deletion job.

BulkOperation

4406

FilteredBulkOperation

System operation used to perform lengthy and asynchronous operations on large data sets, such as distributing a campaign activity or quick campaign.

BulkOperationLog

4405

FilteredBulkOperationLog

Log used to track bulk operation execution, successes, and failures.

BusinessUnit

10

FilteredBusinessUnit

Business, division, or department in the Microsoft Dynamics CRM database.

BusinessUnitNewsArticle

132

FilteredBusinessUnitNewsArticle

Announcement associated with an organization.

Calendar

4003

FilteredCalendar

Calendar used by the scheduling system to define when an appointment or activity is to occur.

CalendarRule

4004

FilteredCalendarRule

For internal use only.

Campaign

4400

FilteredCampaign

Container for campaign activities and responses, sales literature, products, and lists to create, plan, execute, and track the results of a specific marketing campaign through its life.

CampaignActivity

4402

FilteredCampaignActivity

Task performed, or to be performed, by a user for planning or running a campaign.

CampaignActivityItem

4404

FilteredCampaignActivityItem

Represents the intersect table for the following relationships:

  • campaignactivitysalesliterature_association

  • campaignactivitylist_association

CampaignItem

4403

FilteredCampaignItem

Represents the intersect table for the following relationships:

  • campaignproduct_association

  • campaigncampaign_association

  • campaignsalesliterature_association

  • campaignlist_association

CampaignResponse

4401

FilteredCampaignResponse

Response from an existing or a potential new customer for a campaign.

Competitor

123

FilteredCompetitor

Business competing for the sale represented by a lead or opportunity.

CompetitorAddress

1004

FilteredCompetitorAddress

For internal use only.

CompetitorProduct

1006

FilteredCompetitorProduct

Represents the intersect table for the competitorproduct_association relationship.

CompetitorSalesLiterature

26

FilteredCompetitorSalesLiterature

Represents the intersect table for the competitorsalesliterature_associationrelationship.

Connection

3234

FilteredConnection

Relationship between two entities.

ConnectionRole

3231

FilteredConnectionRole

Role describing a relationship between a two records.

ConnectionRoleAssociation

3232

FilteredConnectionRoleAssociation

Represents the intersect table for the connectionroleassociation_association relationship.

ConstraintBasedGroup

4007

FilteredConstraintBasedGroup

Group or collection of people, equipment, and/or facilities that can be scheduled.

Contact

2

FilteredContact

Person with whom a business unit has a relationship, such as customer, supplier, or colleague.

ContactInvoices

17

FilteredContactInvoices

Represents the intersect table for the contactinvoices_association relationship.

ContactLeads

22

FilteredContactLeads

Represents the intersect table for the contactleads_associationrelationship.

ContactOrders

19

FilteredContactOrders

Represents the intersect table for the contactorders_associationrelationship.

ContactQuotes

18

FilteredContactQuotes

Represents the intersect table for the contactquotes_associationrelationship.

Contract

1010

FilteredContract

Agreement to provide customer service during a specified amount of time or number of cases.

ContractDetail

1011

FilteredContractDetail

Line item in a contract that specifies the type of service a customer is entitled to.

ContractTemplate

2011

FilteredContractTemplate

Template for a contract containing the standard attributes of a contract.

CustomerAddress

1071

FilteredCustomerAddress

Address and shipping information. Used to store additional addresses for an account or contact.

CustomerOpportunityRole

4503

FilteredCustomerOpportunityRole

Deprecated. Relationship between an account or contact and an opportunity.

CustomerRelationship

4502

FilteredCustomerRelationship

Deprecated. Relationship between a customer and a partner in which either can be an account or contact.

Discount

1013

FilteredDiscount

Price reduction made from the list price of a product or service based on the quantity purchased.

DiscountType

1080

FilteredDiscountType

Type of discount specified as either a percentage or an amount.

DuplicateRule

4414

FilteredDuplicateRule

Rule used to identify potential duplicates.

Email

4202

FilteredEmail

Activity that is delivered by using email protocols.

Equipment

4000

FilteredEquipment

Resource that can be scheduled.

Fax

4204

FilteredFax

Activity that tracks call outcome and number of pages for a fax and optionally stores an electronic copy of the document.

FieldSecurityProfile

1200

FilteredFieldSecurityProfile

Profile which defines access level for secured attributes

FixedMonthlyFiscalCalendar

2004

FilteredFixedMonthlyFiscalCalendar

Fixed monthly fiscal calendar of an organization. A span of time during which the financial activities of an organization are calculated.

Goal

9600

FilteredGoal

Target objective for a user or a team for a specified time period.

GoalRollupQuery

9602

FilteredGoalRollupQuery

Query that is used to filter the results of the goal rollup.

Import

4410

FilteredImport

Status and ownership information for an import job.

ImportFile

4412

FilteredImportFile

File name of file used for import.

ImportLog

4423

FilteredImportLog

Failure reason and other detailed information for a record that failed to import.

ImportMap

4411

FilteredImportMap

Data map used in import.

Incident

112

FilteredIncident

Service request case associated with a contract.

IncidentResolution

4206

FilteredIncidentResolution

Special type of activity that includes description of the resolution, billing status, and the duration of the case.

IntegrationStatus

3000

FilteredIntegrationStatus

For internal use only.

InternalAddress

1003

FilteredInternalAddress

For internal use only.

Invoice

1090

FilteredInvoice

Order that has been billed.

InvoiceDetail

1091

FilteredInvoiceDetail

Line item in an invoice containing detailed billing information for a product.

KbArticle

127

FilteredKbArticle

Structured content that is part of the knowledge base.

KbArticleComment

1082

FilteredKbArticleComment

Comment on a knowledge base article.

KbArticleTemplate

1016

FilteredKbArticleTemplate

Template for a knowledge base article that contains the standard attributes of an article.

Lead

4

FilteredLead

Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived.

LeadAddress

1017

FilteredLeadAddress

For internal use only.

LeadCompetitors

24

FilteredLeadCompetitors

Represents the intersect table for the leadcompetitors_associationrelationship.

LeadProduct

27

FilteredLeadProduct

Represents the intersect table for the leadproduct_associationrelationship.

Letter

4207

FilteredLetter

Activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter.

List

4300

FilteredList

Group of existing or potential customers created for a marketing campaign or other sales purposes.

ListMember

4301

FilteredListMember

Represents the intersect table for the following relationships:

  • listaccount_association

  • listcontact_association

  • listlead_association

MailMergeTemplate

9106

FilteredMailMergeTemplate

Template for a mail merge document that contains the standard attributes of that document.

Metric

9603

FilteredMetric

Type of measurement for a goal, such as money amount or count.

MonthlyFiscalCalendar

2003

FilteredMonthlyFiscalCalendar

Monthly fiscal calendar of an organization. A span of time during which the financial activities of an organization are calculated.

Opportunity

3

FilteredOpportunity

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

OpportunityClose

4208

FilteredOpportunityClose

Activity that is created automatically when an opportunity is closed, containing information such as the description of the closing and actual revenue.

OpportunityCompetitors

25

FilteredOpportunityCompetitors

Represents the intersect table for the opportunitycompetitors_associationrelationship.

OpportunityProduct

1083

FilteredOpportunityProduct

Association between an opportunity and a product.

OrderClose

4209

FilteredOrderClose

Activity generated automatically when an order is closed.

Organization

1019

FilteredOrganization

Top level of the Microsoft Dynamics CRM business hierarchy. The organization can be a specific business, holding company, or corporation.

This view contains the format that is used in Microsoft Dynamics CRM for currency, date and time format, number format, negative number handling, pricing decimal precision, and start day of the week. It also defines the fiscal period for the organization.

PhoneCall

4210

FilteredPhoneCall

Activity to track a telephone call.

PluginAssembly

4605

FilteredPluginAssembly

Assembly that contains one or more plug-in types.

PluginType

4602

FilteredPluginType

Type that inherits from the IPlugin interface and is contained within a plug-in assembly.

PluginTypeStatistic

4603

FilteredPluginTypeStatistic

Plug-in type statistic.

PriceLevel

1022

FilteredPriceLevel

Entity that defines pricing levels.

Privilege

1023

FilteredPrivilege

Permission to perform an action in Microsoft Dynamics CRM. Microsoft Dynamics CRM checks for the privilege and rejects the attempt if the user does not hold the privilege.

ProcessSession

4710

FilteredProcessSession

Information that is generated when a dialog is run. Every time that you run a dialog, a dialog session is created.

Product

1024

FilteredProduct

Information about products and their pricing information.

ProductAssociation

1025

FilteredProductAssociation

Represents the intersect table for the productassociation_associationrelationship.

ProductPriceLevel

1026

FilteredProductPriceLevel

Information about how to price a product in the specified price level, including pricing method, rounding option, and discount type based on a specified product unit.

ProductSalesLiterature

21

FilteredProductSalesLiterature

Represents the intersect table for the productsalesliterature_associationrelationship.

ProductSubstitute

1028

FilteredProductSubstitute

Represents the intersect table for the productsubstitute_associationrelationship.

Publisher

7101

FilteredPublisher

A publisher of a Microsoft Dynamics CRM solution.

PublisherAddress

7102

FilteredPublisherAddress

Address and shipping information. Used to store additional addresses for a publisher.

QuarterlyFiscalCalendar

2002

FilteredQuarterlyFiscalCalendar

Quarterly fiscal calendar of an organization. A span of time during which the financial activities of an organization are calculated.

Queue

2020

FilteredQueue

A list of records requiring action, such as accounts, cases, and activities.

QueueItem

2029

FilteredQueueItem

A specific item in a queue, such as a case record or an activity record.

Quote

1084

FilteredQuote

Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.

QuoteClose

4211

FilteredQuoteClose

Activity generated when a quote is closed.

QuoteDetail

1085

FilteredQuoteDetail

Product line item in a quote. The details include such information as product ID, description, quantity, and cost.

RecurringAppointmentMaster

4251

FilteredRecurringAppointmentMaster

The master appointment of a recurring appointment series.

RelationshipRole

4500

FilteredRelationshipRole

Deprecated. Relationship between an account or contact and an opportunity.

RelationshipRoleMap

4501

FilteredRelationshipRoleMap

Deprecated. Mapping of the primary associated objects between which the relationship role is valid.

Report

9100

FilteredReport

Data summary in an easy-to-read layout.

ReportCategory

9102

FilteredReportCategory

Categories related to a report. A report can be related to multiple categories.

ReportEntity

9101

FilteredReportEntity

Entities related to a report. A report can be related to multiple entities.

ReportLink

9104

FilteredReportLink

Links and dependencies between reports. A report may drill through to another report, or it may have another report as a sub-report.

ReportVisibility

9103

FilteredReportVisibility

Area in which to show a report. A report can be shown in multiple areas.

Resource

4002

FilteredResource

User or facility/equipment that can be scheduled for a service.

ResourceGroup

4005

FilteredResourceGroup

Resource group or team whose members can be scheduled for a service.

ResourceSpec

4006

FilteredResourceSpec

Selection rule that allows the scheduling engine to select a number of resources from a pool of resources. The rules can be associated with a service.

RibbonCommand

1116

FilteredRibbonCommand

For internal use only.

RibbonContextGroup

1115

FilteredRibbonContextGroup

For internal use only.

RibbonDiff

1130

FilteredRibbonDiff

For internal use only.

RibbonRule

1117

FilteredRibbonRule

For internal use only.

RibbonTabToCommandMap

1113

FilteredRibbonTabToCommandMap

For internal use only.

Role

1036

FilteredRole

Grouping of security privileges. Users are assigned roles that authorize their access to Microsoft Dynamics CRM.

RollupField

9604

FilteredRollupFieldItem

Field to be rolled up to calculate the actual and in-progress values against the goal.

SalesLiterature

1038

FilteredSalesLiterature

Storage of sales literature, which may contain one or more documents.

SalesLiteratureItem

1070

FilteredSalesLiteratureItem

Item in the sales literature collection.

SalesOrder

1088

FilteredSalesOrder

Quote that has been accepted.

SalesOrderDetail

1089

FilteredSalesOrderDetail

Line item in a sales order.

SalesProcessInstance

32

FilteredSalesProcessInstance

For internal use only.

SavedQuery

1039

FilteredSavedQuery

Saved query against the database.

SdkMessage

4606

FilteredSdkMessage

Message that is supported by the Microsoft Dynamics CRM SDK.

SdkMessageFilter

4607

FilteredSdkMessageFilter

Filter that defines which Microsoft Dynamics CRM SDK messages are valid for each type of entity.

SdkMessagePair

4613

FilteredSdkMessagePair

For internal use only.

SdkMessageProcessingStep

4608

FilteredSdkMessageProcessingStep

Stage in the execution pipeline that a plug-in is to execute.

SdkMessageProcessingStepImage

4615

FilteredSdkMessageProcessingStepImages

For internal use only.

SdkMessageProcessingStepSecureConfig

4616

FilteredSdkMessageProcessingStepSecureConfig

For internal use only.

SdkMessageRequest

4609

FilteredSdkMessageRequest

For internal use only.

SdkMessageRequestField

4614

FilteredSdkMessageRequestField

For internal use only.

SdkMessageResponse

4610

FilteredSdkMessageResponse

For internal use only.

SdkMessageResponseField

4611

FilteredSdkMessageResponseField

For internal use only.

SemiAnnualFiscalCalendar

2001

FilteredSemiAnnualFiscalCalendar

Calendar representing the semi-annual span of time during which the financial activities of an organization are calculated.

Service

4001

FilteredService

Activity that represents work done to satisfy a customer's need.

ServiceAppointment

4214

FilteredServiceAppointment

Activity offered by the organization to satisfy its customer's needs. Each service activity includes date, time, duration, and required resources.

ServiceContractContacts

20

FilteredServiceContractContacts

Represents the intersect table for the servicecontractcontacts_associationrelationship.

ServiceEndpoint

4618

FilteredServiceEndpoint

Service endpoint that can be contacted.

SharePointDocumentLocation

9508

FilteredSharePointDocumentLocation

Document libraries or folders on a computer that is running SharePoint Server from where documents can be managed in Microsoft Dynamics CRM.

SharePointSite

9502

FilteredSharePointSite

SharePoint Server site from where documents can be managed in Microsoft Dynamics CRM.

Site

4009

FilteredSite

Location or branch office where an organization does business. An organization can have multiple sites.

Solution

7100

FilteredSolution

A solution that contains Microsoft Dynamics CRM customizations.

SolutionComponent

7103

FilteredSolutionComponent

A component of a Microsoft Dynamics CRM solution.

StatusMap

1075

FilteredStatusMap

Contains valid status reasons, and the default status reason. Only certain status reasons are valid for each status value.

StringMap

1043

FilteredStringMap

Contains valid numeric values for items in a drop-down list, equivalent labels for those values, and the display order for items in the list.

Subject

129

FilteredSubject

Information regarding subjects available in Microsoft Dynamics CRM.

SystemForm

1030

FilteredSystemForm

Organization-owned entity customizations, including form layout and dashboards.

SystemUser

8

FilteredSystemUser

Person with access to Microsoft Dynamics CRM and who can own records.

SystemUserProfiles

1202

FilteredSystemUserProfiles

Represents the intersect table for the systemuserprofiles_associationrelationship.

SystemUserRoles

15

FilteredSystemUserRoles

Represents the intersect table for the systemuserroles_associationrelationship.

Task

4212

FilteredTask

Generic activity representing work to be done.

Team

9

FilteredTeam

Collection of system users that routinely collaborate. Teams can be used to simplify record sharing and provide team members with common access to organization data when team members belong to different business units.

TeamMembership

23

FilteredTeamMembership

Represents the intersect table for the teammembership_associationrelationship.

TeamProfiles

1203

FilteredTeamProfiles

Represents the intersect table for the teamprofiles_associationrelationship.

TeamRoles

40

FilteredTeamRoles

Represents the intersect table for the teamroles_associationrelationship.

Template

2010

FilteredTemplate

Template for an email message that contains the standard attributes of an email message.

Territory

2013

FilteredTerritory

Territory represents sales regions.

TransactionCurrency

9105

FilteredTransactionCurrency

Currency in which a financial transaction is carried out.

UnresolvedAddress

2012

FilteredUnresolvedAddress

For internal use only.

UoM

1055

FilteredUoM

Unit of measure.

UoMSchedule

1056

FilteredUoMSchedule

Grouping of units.

UserFiscalCalendar

1086

FilteredUserFiscalCalendar

Custom fiscal calendar used for tracking sales quotas.

UserQuery

4230

FilteredUserQuery

Saved database query that is owned by a user.

UserSettings

150

FilteredUserSettings

User's preferred settings.

WebResource

9333

FilteredWebResource

Data equivalent to files used in Web development. Web resources provide client-side components that are used to provide custom user interface elements.

Workflow

4703

FilteredWorkflow

Set of logical rules that define the steps necessary to automate a specific business process, task, or set of actions to be performed.

WorkflowDependency

4704

FilteredWorkflowDependency

Deprecated. Dependencies for a process.

WorkflowLog

4706

FilteredWorkflowLog

Log used to track process execution.

See Also

Microsoft Dynamics CRM 2011
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