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Global option set metadata values

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

This topic lists the global option set values for a default, un-customized installation of Microsoft Dynamics CRM. Except for the Global Boolean Option Sets listed below, enumerations for properties that use these values are available by including the file SampleCode\CS\HelperCode\OptionSets.cs or SampleCode\VB\HelperCode\OptionSets.vb in your project. For more information, see Helper code: Enumerations for option sets.

The values in this topic were generated using the code in Sample: Dump global option set information to a file.

Global Boolean Option Sets

BooleanAttributeMetadata attributes have an OptionSet property and can be assigned to use a global option set, although this is not commonly done. The RetrieveAllOptionSetsRequest will return these option sets but they are not included in the Helper code: Enumerations for option sets. These global option sets are also not displayed in the application or available to be set as the options for a Boolean attribute using the application.

The following global Boolean option sets are for internal use only:

  • Confirm Interest

  • Decision Maker?

  • Description

  • Identified Competitors?

  • Identified Customer Contacts?

  • Identified Pursuit Team?

  • Is Encrypted Attribute Value Set

Is Component Managed

A Boolean option set used for whether a solution component is managed. These values are used to set the IsManaged attribute in the following entities: ActivityMimeAttachment, AttributeMap, ConnectionRole, ContractTemplate, DisplayString, EntityMap, FieldPermission, FieldSecurityProfile, KbArticleTemplate, MailMergeTemplate, PluginAssembly, PluginType, Report, ReportCategory, ReportEntity, ReportVisibility, Role, SavedQuery, SavedQueryVisualization, SdkMessageProcessingStep, SdkMessageProcessingStepImage, SdkMessageProcessingStepSecureConfig, ServiceEndpoint, SystemForm, Template, WebResource and Workflow.

 

Value English (1033) Label

0

Unmanaged

1

Managed

Is Regular Activity

A Boolean option set used by the RecurringAppointmentMaster.IsRegularActivity attribute for information regarding whether an activity is a regular activity type or event type.

 

Value English (1033) Label

0

No

1

Yes

Metric Type

A Boolean option set used for the Metric.IsAmount attribute.

 

Value English (1033) Label

0

Count

1

Amount

A Yes or No Boolean (field_security_permission_type)

An option set used for field security permission in the FieldPermissionType class.

 

Value English (1033) Label

0

Not Allowed

4

Allowed

Activity Type (activitypointer_activitytypecode)

Use this to set or compare the activitytypecode attribute in the following entities: ActivityPointer, Appointment, BulkOperation, CampaignActivity, CampaignResponse, Email, Fax, IncidentResolution, Letter, OpportunityClose, OrderClose, PhoneCall, QuoteClose, RecurringAppointmentMaster, ServiceAppointment and Task.

 

Value English (1033) Label

4201

Appointment

4202

Email

4204

Fax

4206

Case Resolution

4207

Letter

4208

Opportunity Close

4209

Order Close

4210

Phone Call

4211

Quote Close

4212

Task

4214

Service Activity

4251

Recurring Appointment

4401

Campaign Response

4402

Campaign Activity

4406

Bulk Operation

Authentication Protocol

This option set is used to set or compare these attributes in the EmailServerProfile entity: IncomingAuthenticationProtocol, and OutgoingAuthenticationProtocol attributes.

 

Value English (1033) Label

0

Auto Detect

1

Negotiate

2

NTLM

3

Basic

Budget

Use these values to set or compare the Lead and OpportunityBudgetStatus attributes.

 

Value English (1033) Label

0

No Committed Budget

1

May Buy

2

Can Buy

3

Will Buy

Case Origin (incident_caseorigincode)

Use these values to set or compare the EntitlementChannel.Channel,EntitlementTemplateChannel.Channel, andIncident.CaseOriginCode attributes.

 

Value English (1033) Label

1

Phone

2

Email

3

Web

2483

Facebook

3986

Twitter

Category (connectionrole_category)

Use these values to specify the connection role category. To set the category, use the ConnectionRole.Category attribute.

 

OptionSetDisplayName OptionValue OptionDescription

Category

1

Business

Category

2

Family

Category

3

Social

Category

4

Sales

Category

5

Other

Category

1000

Stakeholder

Category

1001

Sales Team

Category

1002

Service

Component State (componentstate)

These values represent the possible states of solution components. These values are used to set the ComponentState attribute in the following entities: ActivityMimeAttachment, AttributeMap, ConnectionRole, ContractTemplate, DependencyFeature, DisplayString, EntityMap, FieldPermission, FieldSecurityProfile, KbArticleTemplate, MailMergeTemplate, PluginAssembly, PluginType, ProcessTrigger, Report, ReportCategory, ReportEntity, ReportVisibility, Role, SavedQuery, SavedQueryVisualization, SdkMessageProcessingStep, SdkMessageProcessingStepImage, SdkMessageProcessingStepSecureConfig, ServiceEndpoint, SystemForm, Template, WebResource and Workflow. This value is also used for the ComponentState property.

 

Value English (1033) Label

0

Published

1

Unpublished

2

Deleted

3

Deleted Unpublished

Component Type (componenttype)

These values represent the possible types of solution components for the SolutionComponent.ComponentType attribute and the following properties: EmptyParentComponentType, ComponentType, ComponentType, ComponentType, ComponentType, ComponentType, ComponentType and ParentComponentType.

 

Value English (1033) Label

1

Entity

2

Attribute

3

Relationship

4

Attribute Picklist Value

5

Attribute Lookup Value

6

View Attribute

7

Localized Label

8

Relationship Extra Condition

9

Option Set

10

Entity Relationship

11

Entity Relationship Role

12

Entity Relationship Relationships

13

Managed Property

20

Role

21

Role Privilege

22

Display String

23

Display String Map

24

Form

25

Organization

26

Saved Query

29

Workflow

31

Report

32

Report Entity

33

Report Category

34

Report Visibility

35

Attachment

36

Email Template

37

Contract Template

38

KB Article Template

39

Mail Merge Template

44

Duplicate Rule

45

Duplicate Rule Condition

46

Entity Map

47

Attribute Map

48

Ribbon Command

49

Ribbon Context Group

50

Ribbon Customization

52

Ribbon Rule

53

Ribbon Tab To Command Map

55

Ribbon Diff

59

Saved Query Visualization

60

System Form

61

Web Resource

62

Site Map

63

Connection Role

70

Field Security Profile

71

Field Permission

90

Plugin Type

91

Plugin Assembly

92

SDK Message Processing Step

93

SDK Message Processing Step Image

95

Service Endpoint

Delivery Priority

Use these values to set or compare the ActivityPointer or EmailDeliverPriorityCode attribute.

 

Value English (1033) Label

0

Low

1

Normal

2

High

Dependency Type (dependencytype)

These values describe the type of solution component dependencies. The Dependency.DependencyType and InvalidDependency.ExistingDependencyType attributes use these values. For more information, see Dependency tracking for solution components.

 

Value English (1033) Label

0

None

1

Solution Internal

2

Published

4

Unpublished

Executing User

 

Value English (1033) Label

0

Owner

1

Calling User

Fiscal Period (goal_fiscalperiod)

Use these values to specify the fiscal period for the goal. To set the fiscal period, use the Goal.FiscalPeriod attribute.

 

Value English (1033) Label

1

Quarter 1

2

Quarter 2

3

Quarter 3

4

Quarter 4

101

January

102

February

103

March

104

April

105

May

106

June

107

July

108

August

109

September

110

October

111

November

112

December

201

Semester 1

202

Semester 2

301

Annual

401

P1

402

P2

403

P3

404

P4

405

P5

406

P6

407

P7

408

P8

409

P9

410

P10

411

P11

412

P12

413

P13

Fiscal Year (goal_fiscalyear)

Use these values to specify the fiscal year for the goal. To set the fiscal year, use the Goal.FiscalYear attribute.

 

Value English (1033) Label

1970

FY1970

1971

FY1971

1972

FY1972

1973

FY1973

1974

FY1974

1975

FY1975

1976

FY1976

1977

FY1977

1978

FY1978

1979

FY1979

1980

FY1980

1981

FY1981

1982

FY1982

1983

FY1983

1984

FY1984

1985

FY1985

1986

FY1986

1987

FY1987

1988

FY1988

1989

FY1989

1990

FY1990

1991

FY1991

1992

FY1992

1993

FY1993

1994

FY1994

1995

FY1995

1996

FY1996

1997

FY1997

1998

FY1998

1999

FY1999

2000

FY2000

2001

FY2001

2002

FY2002

2003

FY2003

2004

FY2004

2005

FY2005

2006

FY2006

2007

FY2007

2008

FY2008

2009

FY2009

2010

FY2010

2011

FY2011

2012

FY2012

2013

FY2013

2014

FY2014

2015

FY2015

2016

FY2016

2017

FY2017

2018

FY2018

2019

FY2019

2020

FY2020

2021

FY2021

2022

FY2022

2023

FY2023

2024

FY2024

2025

FY2025

2026

FY2026

2027

FY2027

2028

FY2028

2029

FY2029

2030

FY2030

2031

FY2031

2032

FY2032

2033

FY2033

2034

FY2034

2035

FY2035

2036

FY2036

2037

FY2037

2038

FY2038

Goal Type (metric_goaltype)

Use these values to set or compare values for the Metric.AmountDataType and Goal.AmountDataType attributes.

 

Value English (1033) Label

0

Money

1

Decimal

2

Integer

Initial Communication

Use these values to set or compare values for the Lead.InitialCommunication and Opportunity.InitialCommunication properties.

 

OptionValue OptionDescription

0

Contacted

1

Not Contacted

Lead Sales Stage

Use these values to set or compare values for the Lead.SalesStage attribute.

 

Value English (1033) Label

0

Qualify

MonthOfYear (recurrencerule_monthofyear)

Use these values to set or compare the RecurrenceRule.MonthOfYear and RecurringAppointmentMaster.MonthOfYear attribute values.

 

Value English (1033) Label

0

Invalid Month Of Year

1

January

2

February

3

March

4

April

5

May

6

June

7

July

8

August

9

September

10

October

11

November

12

December

Need

Use these values to set or compare values for the Lead.Need and Opportunity.Need attributes.

 

OptionValue OptionDescription

0

Must have

1

Should have

2

Good to have

3

No need

Object Type (workflowlog_objecttypecode)

Type of entity with which the workflow log is associated.

 

Value English (1033) Label

4700

System Job

4710

Workflow Session

Opportunity Sales Stage

Use these values to set or compare values for the Opportunity.SalesStage attribute.

 

OptionValue OptionDescription

0

Qualify

1

Develop

2

Propose

3

Close

Post Message type (socialactivity_postmessagetype)

Use these values to specify types of posts for the Incident.MessageTypeCode and SocialActivity.PostMessageType attributes.

 

Value English (1033) Label

0

Public Message

1

Private Message

Pricing Error (qooi_pricingerrorcode)

Use these values to specify pricing error codes for the quote detail (quote product), sales order detail (order product) and invoice detail (invoice product). To set the pricing error code, use the PricingErrorCode attribute for the entity in the following entities: Invoice, InvoiceDetail, Opportunity, OpportunityProduct, Quote, QuoteDetail, SalesOrder and SalesOrderDetail.

 

Value English (1033) Label

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

Purchase Process

Use these values to set or compare values for the Lead.PurchaseProcess and Opportunity.PurchaseProcess attributes.

 

OptionValue OptionDescription

0

Individual

1

Committee

2

Unknown

Purchase Timeframe

Use these values to set or compare values for the Lead.PurchaseTimeframe and Opportunity.PurchaseTimeframe attributes.

 

OptionValue OptionDescription

0

Immediate

1

This Quarter

2

Next Quarter

3

This Year

4

Unknown

Service Stage

Use these values to set or compare values for the Incident.ServiceStage attributes.

 

OptionValue OptionDescription

0

Identify

1

Research

2

Resolve

Social Channel (socialprofile_community)

Use these values to set or compare values for the ActivityPointer.Community,SocialActivity.Community, and SocialProfile.Community attributes.

Stage Category (processstage_category)

Used to set the ProcessStage.StageCategory attribute.

 

Value English (1033) Label

0

Qualify

1

Develop

2

Propose

3

Close

4

Identify

5

Research

6

Resolve

Validation Status (sharepoint_validationstatus)

Use these values to set or compare the SharepointSite.ValidationStatus attribute.

 

Value English (1033) Label

1

Not Validated

2

In Progress

3

Invalid

4

Valid

5

Could not validate

Validation Status Reason (sharepoint_validationstatusreason)

Use these values to set or compare the SharepointSite.ValidationStatusErrorCode attribute.

 

Value English (1033) Label

1

This record's URL has not been validated.

2

This record's URL is valid.

3

This record's URL is not valid.

4

The URL schemes of Microsoft Dynamics CRM and SharePoint Server are different.

5

The URL could not be accessed because of Internet Explorer security settings.

6

Authentication failure.

7

Invalid certificates.

Workflow Stage (workflow_stage)

Used to set the Worfklow.CreateStage, Workflow.DeleteStage, and Workflow.UpdateStage attributes.

 

Value English (1033) Label

20

Pre-operation

40

Post-operation

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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