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Tab 1: Dynamics 365-Contact details and Opportunities
Filters
Campus
College
USF Term
Territories
Owner Name
USF ID
Full Name
Stage
Student Type
Visualizations:
Table displays
USF ID
Talisma Contact ID
Opportunity id
USF Term
Name
Birthdate
Gender Code
White non hispanic
Hispanic or Latino
American Indian Alaskan Native
Asian
Black African American
Native Hawiian Pacific Islander
Citizenship Type
Mailing Address-Street1
Mailing Address- Street2
Mailing Address-Street3
Mailing Address- City
Mailing Address - County
Mailing Address - State
Mailing Address-Postal Code
Mailing Address - Country
Owner Name
ACT Score
SAT Score
Major Code
Major Description
College Code
College Name
Stage
Type Code
Type Description
Student Type
Created on
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Report : Dynamics 365-Contacts and Activities |
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Tab 1: Activities
Filters
Campus
College
Term
Activity Type Code
USFID
Name
Visualizations:
Table displays
Activity Type Code
USF ID
Name Email
Count of Activities
Earliest Activity
Created Latest
Activity modified
Tab 1: Activity Details
Filters
Campus
College
Term
Activity Type Code
USFID
Name
Visualizations:
Table displays
Activity Type Code
USF ID
Full Name
Email Mailer Title
Subject
Activity Status
Status Reason
Created/Send date time
Sender
To Recipients
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Report : Dynamics 365-Contacts, Opportunities and Attributes |
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Tab 1: Dynamics 365-Contacts, Opportunities and Attributes
Filters
Campus
College
USF Term
Attribute Source
Attribute Code
Attribute Description
USFID
Name
Visualizations:
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Report : Dynamics 365-Opportunities and School History |
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Tab 1: Dynamics 365-Opportunities and School History
Filters
Campus
College
Term
School Name
USFID
Name
Visualizations:
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Report : Dynamics 365-Exception Report- Duplicate Records |
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Tab 1: Dynamics 365-Exception Report- Duplicate Records
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Visualizations:
Contacts with USF ID duplicates
Contacts with USF Email duplicates
Contacts with persona; email duplicates
Contacts with opportunity duplicates
Contacts with mobile phone duplicates
Contacts with home phone duplicates
Contacts with permanent zipcode duplicates
Contacts with mailing ziopcode duplicates
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Report Glossary |
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