Global option set metadata values
Applies To: Dynamics CRM 2015
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.
In This Topic
Global Boolean Option Sets
A Yes or No Boolean (field_security_permission_type)
Activity Type (activitypointer_activitytypecode)
Authentication Protocol
Budget
Case Origin (incident_caseorigincode)
Category (connectionrole_category)
Component State (componentstate)
Component Type (componenttype)
Delivery Priority
Dependency Type (dependencytype)
Executing User
Fiscal Period (goal_fiscalperiod)
Fiscal Year (goal_fiscalyear)
Goal Type (metric_goaltype)
Initial Communication
Lead Sales Stage
MonthOfYear (recurrencerule_monthofyear)
Need
Object Type (workflowlog_objecttypecode)
Opportunity Sales Stage
Post Message type (socialactivity_postmessagetype)
Pricing Error (qooi_pricingerrorcode)
Product Type
Properties Configuration
Purchase Process
Purchase Timeframe
Service Stage
Social Channel (socialprofile_community)
Sync Direction
Stage Category (processstage_category)
Validation Status (sharepoint_validationstatus)
Validation Status Reason (sharepoint_validationstatusreason)
Workflow Stage (workflow_stage)
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 |
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 |
Label |
|---|---|
0 |
No |
1 |
Yes |
Metric Type
A Boolean option set used for the Metric.IsAmount attribute.
Value |
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 |
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 |
Label |
|---|---|
4201 |
Appointment |
4202 |
|
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 |
Label |
|---|---|
0 |
Auto Detect |
1 |
Negotiate |
2 |
NTLM |
3 |
Basic |
Budget
Use these values to set or compare the Lead and Opportunity BudgetStatus attributes.
Value |
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 |
Label |
|---|---|
1 |
Phone |
2 |
|
3 |
Web |
2483 |
|
3986 |
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 |
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 |
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 |
65 |
Hierarchy Rule |
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 |
150 |
Routing Rule |
151 |
Routing Rule Item |
152 |
SLA |
153 |
SLA Item |
154 |
Convert Rule |
155 |
Convert Rule Item |
Delivery Priority
Use these values to set or compare the ActivityPointer or Email DeliverPriorityCode attribute.
Value |
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 |
Label |
|---|---|
0 |
None |
1 |
Solution Internal |
2 |
Published |
4 |
Unpublished |
Executing User
Use these values to specify the system user account under which a workflow executes using the RunAs attribute of the Process entity.
Value |
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 |
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 |
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 |
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.
Value |
Label |
|---|---|
0 |
Contacted |
1 |
Not Contacted |
Lead Sales Stage
Use these values to set or compare values for the Lead.SalesStage attribute.
Value |
Label |
|---|---|
0 |
Qualify |
MonthOfYear (recurrencerule_monthofyear)
Use these values to set or compare the RecurrenceRule.MonthOfYear and RecurringAppointmentMaster.MonthOfYear attribute values.
Value |
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 |
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 |
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 |
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 |
Product Type
Use these values to specify the type of product or bundle to be attached to an InvoiceDetail, OpportunityProduct, QuoteDetail, or SalesOrderDetail.
Value |
Label |
|---|---|
1 |
Product |
2 |
Bundle |
3 |
Required Bundle Product |
4 |
Optional Bundle Product |
Properties Configuration
Use these values to specify the status of the properties of the product or bundle attached to an InvoiceDetail, OpportunityProduct, QuoteDetail, or SalesOrderDetail.
Value |
Label |
|---|---|
0 |
Edit |
1 |
Rectify |
2 |
NotConfigured |
Purchase Process
Use these values to set or compare values for the Lead.PurchaseProcess and Opportunity.PurchaseProcess attributes.
Value |
Label |
|---|---|
0 |
Individual |
1 |
Committee |
2 |
Unknown |
Purchase Timeframe
Use these values to set or compare values for the Lead.PurchaseTimeframe and Opportunity.PurchaseTimeframe attributes.
Value |
Label |
|---|---|
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.
Value |
Label |
|---|---|
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.
Sync Direction
Use these values to set the DefaultSyncDirection and SyncDirection attributes for the PrincipalSyncAttributeMap and SyncAttributeMapping entities.
Value |
Label |
|---|---|
0 |
None |
1 |
ToExchange |
2 |
ToCRM |
3 |
Bidirectional |
Stage Category (processstage_category)
Used to set the ProcessStage.StageCategory attribute.
Value |
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 |
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 |
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 |
Label |
|---|---|
20 |
Pre-operation |
40 |
Post-operation |
See Also
Customize global option sets
Sample: Create a global option set
Sample: Work with global option sets
Sample: Dump global option set information to a file
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