Donor Opportunity (`akoya_donoropportunities`)¶

A Donor Opportunity is a tracked cultivation engagement or planned-giving prospect — the pipeline record for a potential gift at various stages (identification through stewardship). It captures projected and actual commitments, vehicle (bequest, insurance, etc.), and timeline markers (target close date, maturity, follow-up).

At a glance


Display name	Donor Opportunity
Logical name	`akoya_donoropportunities`
Primary ID attribute	`akoya_donoropportunitiesid`
Entity set name (Web API)	`akoya_donoropportunitieses`
Ownership	UserOwned
Change tracking	Enabled
Audit	Enabled

Entity set name

The entity set name is akoya_donoropportunitieses (the logical name ends in "ies" already, so Dataverse pluralizes to "ieses"). Verify against the live Web API before hardcoding.

Web API¶

GET  {org}/api/data/v9.2/akoya_donoropportunitieses
GET  {org}/api/data/v9.2/akoya_donoropportunitieses({oppid})
POST {org}/api/data/v9.2/akoya_donoropportunitieses
PATCH {org}/api/data/v9.2/akoya_donoropportunitieses({oppid})

Attributes¶

Core¶

Display name	Logical name	Type	Required	Description
Stage	`akoya_stage`	Choice	None	Cultivation pipeline stage. See values.
Opportunity Type	`akoya_opportunitytype`	Choice	None	Promise vs. opportunity classification.
Promise Type	`akoya_promisetype`	Choice	None	Global option set.
Revocable	`akoya_revocable`	Choice	None	Global option set.
Vehicle	`akoya_vehicle`	Multi-select choice	None	Planned-giving vehicles (bequest, life insurance, etc.).
Inclination	`akoya_inclinat`	Choice	None	Propensity-to-give rating.

Amounts¶

All money columns have paired _Base columns.

Display name	Logical name	Description
Estimated Commitment	`akoya_estimatedcommitment`	Projected gift amount.
Actual Commitment	`akoya_actualcommitment`	Amount actually committed.
Promise Amount	`akoya_promiseamount`	Promised amount on documentation.
Remainder Value	`akoya_remaindervalue`	Remainder interest value.

Dates¶

Display name	Logical name	Type
Target Close Date	`akoya_targetclosedate`	DateTime
Actual Close Date	`akoya_actualclosedate`	DateTime
Maturity Date	`akoya_maturitydate`	DateTime
Follow Up Date	`akoya_followupdate`	DateTime

Lookups¶

Logical name	Target	Purpose
`akoya_donor`	`akoya_donor`	Required. Donor being cultivated.
`akoya_fund`	`akoya_fund`	Intended destination fund.
`akoya_gift`	`akoya_gift`	Resulting gift, once the opportunity closes.
`akoya_committee`	`akoya_committee`	Committee overseeing the opportunity.
`akoya_event`	`akoya_event`	Source event.

Choice values¶

`akoya_stage` values¶

Label	Value
Identification	100000000
Qualification	100000001
Cultivation	100000002
Solicitation	100000003
Stewardship	100000004

Supported messages¶

Message	Supported
Create	✓
Retrieve	✓
RetrieveMultiple	✓
Update	✓
Delete	✓
Upsert	— (no alternate keys; use GET then PATCH)

Examples¶

Conventions

Examples assume ORG (env URL), access_token (valid bearer), headers (standard Dataverse headers dict), and service (a ServiceClient instance). See Authentication.

Active opportunities by stage¶

Web APIcurlPythonC#

GET {org}/api/data/v9.2/akoya_donoropportunitieses?
  $select=akoya_stage,akoya_estimatedcommitment,akoya_targetclosedate&
  $filter=statecode eq 0 and akoya_stage eq 100000003&
  $expand=akoya_Donor($select=akoya_formaldefault),akoya_Fund($select=akoya_fundname)&
  $orderby=akoya_targetclosedate asc
Accept: application/json
OData-Version: 4.0
OData-MaxVersion: 4.0

curl "https://{org}.crm.dynamics.com/api/data/v9.2/akoya_donoropportunitieses?\$select=akoya_stage,akoya_estimatedcommitment,akoya_targetclosedate&\$filter=statecode%20eq%200%20and%20akoya_stage%20eq%20100000003&\$expand=akoya_Donor(\$select=akoya_formaldefault),akoya_Fund(\$select=akoya_fundname)&\$orderby=akoya_targetclosedate%20asc" \
  -H "Authorization: Bearer $ACCESS_TOKEN" \
  -H "Accept: application/json" \
  -H "OData-Version: 4.0" \
  -H "OData-MaxVersion: 4.0"

r = requests.get(
    f"{ORG}/api/data/v9.2/akoya_donoropportunitieses",
    params={
        "$select": "akoya_stage,akoya_estimatedcommitment,akoya_targetclosedate",
        "$filter": "statecode eq 0 and akoya_stage eq 100000003",
        "$expand": "akoya_Donor($select=akoya_formaldefault),akoya_Fund($select=akoya_fundname)",
        "$orderby": "akoya_targetclosedate asc",
    },
    headers=headers,
)
opportunities = r.json()["value"]

var query = new QueryExpression("akoya_donoropportunities") {
    ColumnSet = new ColumnSet("akoya_stage", "akoya_estimatedcommitment", "akoya_targetclosedate"),
    Criteria = {
        Conditions = {
            new ConditionExpression("statecode", ConditionOperator.Equal, 0),
            new ConditionExpression("akoya_stage", ConditionOperator.Equal, 100000003)
        }
    },
    Orders = { new OrderExpression("akoya_targetclosedate", OrderType.Ascending) }
};
var opportunities = service.RetrieveMultiple(query);

Change history¶

Schema extracted from the Akoyanet solution XML on 2026-04-24. Global option sets (akoya_promisetype, akoya_revocable, akoya_vehicle) are pending the Phase 2 metadata generator.

Donor Opportunity (akoya_donoropportunities)¶