Filtered views in Microsoft Dynamics CRM

 

Applies To: Dynamics CRM 2013

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

Report Writers Guide for Microsoft Dynamics CRM 2013
Edit a default report or create a SQL-based Reporting Services report
Use SQL and filtered views to retrieve data for reports

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