Page 5124 "Opportunity Card"

Base Application · Microsoft.CRM.Opportunity · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
Caption	Opportunity Card
SourceTable	Opportunity
PageType	Card

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group	Control	Shows	ToolTip
General	No.	No.	Specifies the number of the involved entry or record, according to the specified number series. from the table field
	Description	Description	Specifies the description of the opportunity. from the table field
	Contact No.	Contact No.	Specifies the number of the contact that this opportunity is linked to. from the table field
	Contact Name	Contact Name	Specifies the name of the contact to which this opportunity is linked. The program automatically fills in this field when you have entered a number in the No. field. from the table field
	Phone No.	`GlobalContact."Phone No."`	Specifies the telephone number of the contact to which this opportunity is linked.
	Mobile Phone No.	`GlobalContact."Mobile Phone No."`	Specifies the mobile telephone number of the contact to which this opportunity is linked.
	Email	`GlobalContact."E-Mail"`	Specifies the email address of the contact to which this opportunity is linked.
	Contact Company Name	Contact Company Name	Specifies the name of the company of the contact person to which this opportunity is linked. The program automatically fills in this field when you have entered a number in the Contact Company No. field. from the table field
	Salesperson Code	Salesperson Code	Specifies the code of the salesperson that is responsible for the opportunity. from the table field
	Sales Document Type	Sales Document Type	Specifies the type of the sales document (Quote, Order, Posted Invoice). The combination of Sales Document No. and Sales Document Type specifies which sales document is assigned to the opportunity. from the table field
	Sales Document No.	Sales Document No.	Specifies the number of the sales document that has been created for this opportunity. from the table field
	Campaign No.	Campaign No.	Specifies the number of the campaign to which this opportunity is linked. from the table field
	Priority	Priority	Specifies the priority of the opportunity. There are three options: from the table field
	Sales Cycle Code	Sales Cycle Code	Specifies the code of the sales cycle that the opportunity is linked to. from the table field
	Status	Status	Specifies the status of the opportunity. There are four options: from the table field
	Closed	Closed	Specifies that the opportunity is closed. from the table field
	Creation Date	Creation Date	Specifies the date that the opportunity was created. from the table field
	Date Closed	Date Closed	Specifies the date the opportunity was closed. from the table field
	Segment No.	Segment No.	Specifies the number of the segment (if any) that is linked to the opportunity. from the table field
Content	Control25	part Page 5125 “Opportunity Subform”	—
FactBoxes	Statistics	part Page 5174 “Opportunity Statistics FactBox”	—
	Documents	part Page 1178 “Doc. Attachment List Factbox”	—

Actions

Group	Action	ToolTip	Runs
Opportunity	Statistics	View statistical information, such as the value of posted entries, for the record.	Page 5127 “Opportunity Statistics”
	Interaction Log Entries	View a list of the interactions that you have logged, for example, when you create an interaction, print a cover sheet, a sales order, and so on.	Page 5076 “Interaction Log Entries”
	Postponed Interactions	View postponed interactions for opportunities.	Page 5082 “Postponed Interactions”
	Tasks	View all marketing tasks that involve the opportunity.	Page 5096 “Task List”
	Comments	View or add comments for the record.	Page 5072 “Rlshp. Mgt. Comment Sheet”
	Show Sales Quote	Show the assigned sales quote.
Dynamics 365 Sales	Opportunity	Open the coupled Dynamics 365 Sales opportunity.
	Synchronize	Send or get updated data to or from Dynamics 365 Sales.
Coupling	Set Up Coupling	Create or modify the coupling to a Dynamics 365 Sales opportunity.
	Delete Coupling	Delete the coupling to a Dynamics 365 Sales opportunity.
Dynamics 365 Sales	Synchronization Log	View integration synchronization jobs for the opportunity table.
Functions	Activate First Stage	Specify if the opportunity is to be activated. The status is set to In Progress.
	Update	Update all the actions that are related to your opportunity.
	Close	Close all the actions that are related to your opportunity.
	Create Sales Quote	Create a new sales quote with the opportunity inserted as the customer.
	Print Details	View information about your sales stages, activities and planned tasks for an opportunity.
	Create Interaction	Create an interaction with a specified opportunity.

Procedures

3 local procedures, no public ones.

Triggers

OnAfterGetCurrRecord, OnAfterGetRecord, OnInit, OnNewRecord, OnOpenPage, OnQueryClosePage

Relations

source table Table 5092 “Opportunity”

Pages and codeunits on this table

Page 5123 “Opportunity List” (card page)

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

Codeunit 5330 “CRM Integration Management” (1 call: OnOpenPage → IsCRMIntegrationEnabled)
Codeunit 5331 “CRM Coupling Management” (1 call: OnAfterGetRecord → IsRecordCoupledToCRM)

Called by

Codeunit 5067 “Interaction Mgt.” (1 call: ShowCreatedOpportunity → (object))

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Opportunity Card"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.