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Create Reference ID for Opportunities

Posted on by 36

Hello,

I am looking to create unique Reference IDs for new opportunities. One way to do this is to Export to excel and see a long string of characters for each opportunity in Column A, but is there a more elegant solution where Opportunities are assigned Numbers in the CRM system?

Thank you,

FJK

  • Suggested answer
    RodRodriguez Profile Picture
    RodRodriguez on at
    RE: Create Reference ID for Opportunities

    Howdy!

    What you are looking for should already be present in your system, you are looking for the "OpportunityID" in the Opportunity Table

    Here is the article that talks about the Opportunity entity/table in general:

    learn.microsoft.com/.../opportunity-entities

    Here is where it talks about the overall properties of the table:

    learn.microsoft.com/.../opportunity

    Here is the document that is about the OpportunityId specifically

    learn.microsoft.com/.../opportunity

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