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Account table/entity reference (Microsoft Dynamics 365)

Business that represents a customer or potential customer. The company that is billed in business transactions.

Note

The Microsoft Dynamics 365 Account table extends the Microsoft Dataverse Account table.

Writable columns/attributes

These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

DefaultPriceLevelId

Property Value
Description Choose the default price list associated with the account to make sure the correct product prices for this customer are applied in sales opportunities, quotes, and orders.
DisplayName Price List
IsValidForForm True
IsValidForRead True
LogicalName defaultpricelevelid
RequiredLevel None
Type Lookup
Targets pricelevel

msdyn_accountkpiid

Property Value
Description
DisplayName KPI
IsValidForForm True
IsValidForRead True
LogicalName msdyn_accountkpiid
RequiredLevel None
Type Lookup
Targets msdyn_accountkpiitem

msdyn_gdproptout

Property Value
Description Describes whether account is opted out or not
DisplayName GDPR Optout
IsValidForForm True
IsValidForRead True
LogicalName msdyn_gdproptout
RequiredLevel None
Type Boolean
GlobalChoiceName msdyn_account_msdyn_gdproptout
DefaultValue False
True Label Yes
False Label No

msdyn_PrimaryTimeZone

Property Value
Description Indicates the primary time zone that the client works on.
DisplayName Primary Time Zone
IsValidForForm True
IsValidForRead True
LogicalName msdyn_primarytimezone
RequiredLevel None
Type Integer
MaxValue 1500
MinValue -1500

msdyn_salesaccelerationinsightid

Property Value
Description Sales Acceleration Insights ID
DisplayName Sales Acceleration Insights ID
IsValidForForm True
IsValidForRead True
LogicalName msdyn_salesaccelerationinsightid
RequiredLevel None
Type Lookup
Targets msdyn_salesaccelerationinsight

OriginatingLeadId

Property Value
Description Shows the lead that the account was created from if the account was created by converting a lead in Microsoft Dynamics 365. This is used to relate the account to data on the originating lead for use in reporting and analytics.
DisplayName Originating Lead
IsValidForForm True
IsValidForRead True
LogicalName originatingleadid
RequiredLevel None
Type Lookup
Targets lead

PreferredEquipmentId

Property Value
Description Choose the account's preferred service facility or equipment to make sure services are scheduled correctly for the customer.
DisplayName Preferred Facility/Equipment
IsValidForForm True
IsValidForRead True
LogicalName preferredequipmentid
RequiredLevel None
Type Lookup
Targets equipment

PreferredServiceId

Property Value
Description Choose the account's preferred service for reference when you schedule service activities.
DisplayName Preferred Service
IsValidForForm True
IsValidForRead True
LogicalName preferredserviceid
RequiredLevel None
Type Lookup
Targets service

TeamsFollowed

Property Value
Description Number of users or conversations followed the record
DisplayName TeamsFollowed
IsValidForForm False
IsValidForRead True
LogicalName teamsfollowed
RequiredLevel None
Type Integer
MaxValue 2147483647
MinValue -2147483648

TerritoryId

Property Value
Description Choose the sales region or territory for the account to make sure the account is assigned to the correct representative and for use in segmentation and analysis.
DisplayName Territory
IsValidForForm True
IsValidForRead True
LogicalName territoryid
RequiredLevel None
Type Lookup
Targets territory

Read-only columns/attributes

These columns/attributes return false for both IsValidForCreate and IsValidForUpdate. Listed by SchemaName.

OpenDeals

Property Value
Description Number of open opportunities against an account and its child accounts.
DisplayName Open Deals
IsValidForForm True
IsValidForRead True
LogicalName opendeals
RequiredLevel None
Type Integer
MaxValue 2147483647
MinValue -2147483648

OpenDeals_Date

Property Value
Description Last Updated time of rollup field Open Deals.
DisplayName Open Deals (Last Updated On)
IsValidForForm True
IsValidForRead True
LogicalName opendeals_date
RequiredLevel None
Type DateTime
CanChangeDateTimeBehavior False
DateTimeBehavior UserLocal
Format DateAndTime
ImeMode Inactive
SourceTypeMask 0

OpenDeals_State

Property Value
Description State of rollup field Open Deals.
DisplayName Open Deals (State)
IsValidForForm True
IsValidForRead True
LogicalName opendeals_state
RequiredLevel None
Type Integer
MaxValue 2147483647
MinValue -2147483648

OpenRevenue

Property Value
Description Sum of open revenue against an account and its child accounts.
DisplayName Open Revenue
IsValidForForm True
IsValidForRead True
LogicalName openrevenue
RequiredLevel None
Type Money
ImeMode Auto
IsBaseCurrency False
MaxValue 922337203685477
MinValue -922337203685477
Precision 2
PrecisionSource 2 (TransactionCurrency.CurrencyPrecision)

OpenRevenue_Base

Property Value
Description Value of the Open Revenue in base currency.
DisplayName Open Revenue (Base)
IsValidForForm True
IsValidForRead True
LogicalName openrevenue_base
RequiredLevel None
Type Money
ImeMode Auto
IsBaseCurrency True
MaxValue 922337203685477
MinValue -922337203685477
Precision 2
PrecisionSource 2 (TransactionCurrency.CurrencyPrecision)

OpenRevenue_Date

Property Value
Description Last Updated time of rollup field Open Revenue.
DisplayName Open Revenue (Last Updated On)
IsValidForForm True
IsValidForRead True
LogicalName openrevenue_date
RequiredLevel None
Type DateTime
CanChangeDateTimeBehavior False
DateTimeBehavior UserLocal
Format DateAndTime
ImeMode Inactive
SourceTypeMask 0

OpenRevenue_State

Property Value
Description State of rollup field Open Revenue.
DisplayName Open Revenue (State)
IsValidForForm True
IsValidForRead True
LogicalName openrevenue_state
RequiredLevel None
Type Integer
MaxValue 2147483647
MinValue -2147483648

Many-to-One relationships

These relationships are many-to-one. Listed by SchemaName.

account_originating_lead

One-To-Many Relationship: lead account_originating_lead

Property Value
ReferencedEntity lead
ReferencedAttribute leadid
ReferencingAttribute originatingleadid
ReferencingEntityNavigationPropertyName originatingleadid
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: RemoveLink
Merge: Cascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

equipment_accounts

One-To-Many Relationship: equipment equipment_accounts

Property Value
ReferencedEntity equipment
ReferencedAttribute equipmentid
ReferencingAttribute preferredequipmentid
ReferencingEntityNavigationPropertyName preferredequipmentid
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: RemoveLink
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_insightsid_salesaccelerationinsights

One-To-Many Relationship: msdyn_salesaccelerationinsight msdyn_insightsid_salesaccelerationinsights

Property Value
ReferencedEntity msdyn_salesaccelerationinsight
ReferencedAttribute msdyn_salesaccelerationinsightid
ReferencingAttribute msdyn_salesaccelerationinsightid
ReferencingEntityNavigationPropertyName msdyn_salesaccelerationinsightid
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: RemoveLink
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_msdyn_accountkpiitem_account_accountkpiid

One-To-Many Relationship: msdyn_accountkpiitem msdyn_msdyn_accountkpiitem_account_accountkpiid

Property Value
ReferencedEntity msdyn_accountkpiitem
ReferencedAttribute msdyn_accountkpiitemid
ReferencingAttribute msdyn_accountkpiid
ReferencingEntityNavigationPropertyName msdyn_accountkpiid
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: RemoveLink
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

price_level_accounts

One-To-Many Relationship: pricelevel price_level_accounts

Property Value
ReferencedEntity pricelevel
ReferencedAttribute pricelevelid
ReferencingAttribute defaultpricelevelid
ReferencingEntityNavigationPropertyName defaultpricelevelid
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: Restrict
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

service_accounts

One-To-Many Relationship: service service_accounts

Property Value
ReferencedEntity service
ReferencedAttribute serviceid
ReferencingAttribute preferredserviceid
ReferencingEntityNavigationPropertyName preferredserviceid
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: RemoveLink
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

territory_accounts

One-To-Many Relationship: territory territory_accounts

Property Value
ReferencedEntity territory
ReferencedAttribute territoryid
ReferencingAttribute territoryid
ReferencingEntityNavigationPropertyName territoryid
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: Restrict
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

One-to-Many relationships

These relationships are one-to-many. Listed by SchemaName.

account_bookableresource_AccountId

Many-To-One Relationship: bookableresource account_bookableresource_AccountId

Property Value
ReferencingEntity bookableresource
ReferencingAttribute accountid
ReferencedEntityNavigationPropertyName account_bookableresource_AccountId
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

account_BulkOperations

Many-To-One Relationship: bulkoperation account_BulkOperations

Property Value
ReferencingEntity bulkoperation
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName account_BulkOperations
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: CRMActivity.RollupRelatedByParty
ViewId: 00000000-0000-0000-00aa-000010001903

account_CampaignResponses

Many-To-One Relationship: campaignresponse account_CampaignResponses

Property Value
ReferencingEntity campaignresponse
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName account_CampaignResponses
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: CRMActivity.RollupRelatedByParty
ViewId: 00000000-0000-0000-00aa-000010001903

account_entitlement_Account

Many-To-One Relationship: entitlement account_entitlement_Account

Property Value
ReferencingEntity entitlement
ReferencingAttribute accountid
ReferencedEntityNavigationPropertyName account_entitlement_Account
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

account_entitlement_Customer

Many-To-One Relationship: entitlement account_entitlement_Customer

Property Value
ReferencingEntity entitlement
ReferencingAttribute customerid
ReferencedEntityNavigationPropertyName account_entitlement_Customer
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: e800e964-32d6-4024-bcea-2df605b0e762

account_IncidentResolutions

Many-To-One Relationship: incidentresolution account_IncidentResolutions

Property Value
ReferencingEntity incidentresolution
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName account_IncidentResolutions
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: CRMActivity.RollupRelatedByParty
ViewId: 00000000-0000-0000-00aa-000010001903

account_msdyn_copilottranscripts

Many-To-One Relationship: msdyn_copilottranscript account_msdyn_copilottranscripts

Property Value
ReferencingEntity msdyn_copilottranscript
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName account_msdyn_copilottranscripts
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: CRMActivity.RollupRelatedByParty
ViewId: 00000000-0000-0000-00aa-000010001903

account_msdyn_ocliveworkitems

Many-To-One Relationship: msdyn_ocliveworkitem account_msdyn_ocliveworkitems

Property Value
ReferencingEntity msdyn_ocliveworkitem
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName account_msdyn_ocliveworkitems
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: CRMActivity.RollupRelatedByParty
ViewId: 00000000-0000-0000-00aa-000010001903

account_msdyn_ocsessions

Many-To-One Relationship: msdyn_ocsession account_msdyn_ocsessions

Property Value
ReferencingEntity msdyn_ocsession
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName account_msdyn_ocsessions
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: CRMActivity.RollupRelatedByParty
ViewId: 00000000-0000-0000-00aa-000010001903

account_msdyn_orgchartnode_msdyn_parentrecord

Many-To-One Relationship: msdyn_orgchartnode account_msdyn_orgchartnode_msdyn_parentrecord

Property Value
ReferencingEntity msdyn_orgchartnode
ReferencingAttribute msdyn_parentrecord
ReferencedEntityNavigationPropertyName new_account_msdyn_orgchartnodeupdated_msdyn_parentrecordupdated
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label: Unique indentifier for the parent entity record
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

account_msfp_alerts

Many-To-One Relationship: msfp_alert account_msfp_alerts

Property Value
ReferencingEntity msfp_alert
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName account_msfp_alerts
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: CRMActivity.RollupRelatedByParty
ViewId: 00000000-0000-0000-00aa-000010001903

account_msfp_surveyinvites

Many-To-One Relationship: msfp_surveyinvite account_msfp_surveyinvites

Property Value
ReferencingEntity msfp_surveyinvite
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName account_msfp_surveyinvites
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: CRMActivity.RollupRelatedByParty
ViewId: 00000000-0000-0000-00aa-000010001903

account_msfp_surveyresponses

Many-To-One Relationship: msfp_surveyresponse account_msfp_surveyresponses

Property Value
ReferencingEntity msfp_surveyresponse
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName account_msfp_surveyresponses
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: CRMActivity.RollupRelatedByParty
ViewId: 00000000-0000-0000-00aa-000010001903

account_OpportunityCloses

Many-To-One Relationship: opportunityclose account_OpportunityCloses

Property Value
ReferencingEntity opportunityclose
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName account_OpportunityCloses
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: CRMActivity.RollupRelatedByParty
ViewId: 00000000-0000-0000-00aa-000010001903

account_OrderCloses

Many-To-One Relationship: orderclose account_OrderCloses

Property Value
ReferencingEntity orderclose
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName account_OrderCloses
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: CRMActivity.RollupRelatedByParty
ViewId: 00000000-0000-0000-00aa-000010001903

account_Posts

Many-To-One Relationship: post account_Posts

Property Value
ReferencingEntity post
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName account_Posts
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

account_QuoteCloses

Many-To-One Relationship: quoteclose account_QuoteCloses

Property Value
ReferencingEntity quoteclose
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName account_QuoteCloses
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: CRMActivity.RollupRelatedByParty
ViewId: 00000000-0000-0000-00aa-000010001903

Account_ServiceAppointments

Many-To-One Relationship: serviceappointment Account_ServiceAppointments

Property Value
ReferencingEntity serviceappointment
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName Account_ServiceAppointments
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: CRMActivity.RollupRelatedByParty
ViewId: 00000000-0000-0000-00aa-000010001903

contract_billingcustomer_accounts

Many-To-One Relationship: contract contract_billingcustomer_accounts

Property Value
ReferencingEntity contract
ReferencingAttribute billingcustomerid
ReferencedEntityNavigationPropertyName contract_billingcustomer_accounts
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

contract_customer_accounts

Many-To-One Relationship: contract contract_customer_accounts

Property Value
ReferencingEntity contract
ReferencingAttribute customerid
ReferencedEntityNavigationPropertyName contract_customer_accounts
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Service
Label:
MenuId: null
Order: 20
QueryApi: CRMContract.RollupRelatedByObject
ViewId: 59ef9ab3-4784-4332-96ca-b4ca2d797929

contractlineitem_customer_accounts

Many-To-One Relationship: contractdetail contractlineitem_customer_accounts

Property Value
ReferencingEntity contractdetail
ReferencingAttribute customerid
ReferencedEntityNavigationPropertyName contractlineitem_customer_accounts
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

CreatedAccount_BulkOperationLogs2

Many-To-One Relationship: bulkoperationlog CreatedAccount_BulkOperationLogs2

Property Value
ReferencingEntity bulkoperationlog
ReferencingAttribute createdobjectid
ReferencedEntityNavigationPropertyName CreatedAccount_BulkOperationLogs2
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

incident_customer_accounts

Many-To-One Relationship: incident incident_customer_accounts

Property Value
ReferencingEntity incident
ReferencingAttribute customerid
ReferencedEntityNavigationPropertyName incident_customer_accounts
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Service
Label:
MenuId: null
Order: 10
QueryApi: CRMIncident.RollupRelatedByObject
ViewId: 00000000-0000-0000-00aa-000010003501

invoice_customer_accounts

Many-To-One Relationship: invoice invoice_customer_accounts

Property Value
ReferencingEntity invoice
ReferencingAttribute customerid
ReferencedEntityNavigationPropertyName invoice_customer_accounts
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Sales
Label:
MenuId: null
Order: 40
QueryApi: CRMInvoice.RollupRelatedByObject
ViewId: a84eb3ff-6dc5-4f57-bbf0-7b664c11fb62

lead_customer_accounts

Many-To-One Relationship: lead lead_customer_accounts

Property Value
ReferencingEntity lead
ReferencingAttribute customerid
ReferencedEntityNavigationPropertyName lead_customer_accounts
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

lead_parent_account

Many-To-One Relationship: lead lead_parent_account

Property Value
ReferencingEntity lead
ReferencingAttribute parentaccountid
ReferencedEntityNavigationPropertyName lead_parent_account
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Sales
Label:
MenuId: null
Order:
QueryApi: null
ViewId: f7ba26ee-3f8e-4cf2-8e02-0b4bbcd16da8

msdyn_account_dailyaccountkpiitem_entityid

Many-To-One Relationship: msdyn_dailyaccountkpiitem msdyn_account_dailyaccountkpiitem_entityid

Property Value
ReferencingEntity msdyn_dailyaccountkpiitem
ReferencingAttribute msdyn_entityid
ReferencedEntityNavigationPropertyName msdyn_account_dailyaccountkpiitem_entityid
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_accountkpiitem_accountid

Many-To-One Relationship: msdyn_accountkpiitem msdyn_account_msdyn_accountkpiitem_accountid

Property Value
ReferencingEntity msdyn_accountkpiitem
ReferencingAttribute msdyn_accountid
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_accountkpiitem_accountid
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_aicontactsuggestion_sourcerecord

Many-To-One Relationship: msdyn_aicontactsuggestion msdyn_account_msdyn_aicontactsuggestion_sourcerecord

Property Value
ReferencingEntity msdyn_aicontactsuggestion
ReferencingAttribute msdyn_sourcerecord
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_aicontactsuggestion_sourcerecord
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_customerasset_Account

Many-To-One Relationship: msdyn_customerasset msdyn_account_msdyn_customerasset_Account

Property Value
ReferencingEntity msdyn_customerasset
ReferencingAttribute msdyn_account
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_customerasset_Account
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_iotdevice_Account

Many-To-One Relationship: msdyn_iotdevice msdyn_account_msdyn_iotdevice_Account

Property Value
ReferencingEntity msdyn_iotdevice
ReferencingAttribute msdyn_account
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_iotdevice_Account
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_mostcontacted_regardingObjectId

Many-To-One Relationship: msdyn_mostcontacted msdyn_account_msdyn_mostcontacted_regardingObjectId

Property Value
ReferencingEntity msdyn_mostcontacted
ReferencingAttribute msdyn_account_regardingobjectid
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_mostcontacted_regardingObjectId
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_mostcontactedby_regardingObjectId

Many-To-One Relationship: msdyn_mostcontactedby msdyn_account_msdyn_mostcontactedby_regardingObjectId

Property Value
ReferencingEntity msdyn_mostcontactedby
ReferencingAttribute msdyn_account_regardingobjectid
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_mostcontactedby_regardingObjectId
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_ocliveworkitem_Customer

Many-To-One Relationship: msdyn_ocliveworkitem msdyn_account_msdyn_ocliveworkitem_Customer

Property Value
ReferencingEntity msdyn_ocliveworkitem
ReferencingAttribute msdyn_customer
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_ocliveworkitem_Customer
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_salesroutingrun_targetobject

Many-To-One Relationship: msdyn_salesroutingrun msdyn_account_msdyn_salesroutingrun_targetobject

Property Value
ReferencingEntity msdyn_salesroutingrun
ReferencingAttribute msdyn_targetobject
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_salesroutingrun_targetobject
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_warranty_WarrantyHolder

Many-To-One Relationship: msdyn_warranty msdyn_account_msdyn_warranty_WarrantyHolder

Property Value
ReferencingEntity msdyn_warranty
ReferencingAttribute msdyn_warrantyholder
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_warranty_WarrantyHolder
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label: Warranty Held
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_warranty_WarrantyProvider

Many-To-One Relationship: msdyn_warranty msdyn_account_msdyn_warranty_WarrantyProvider

Property Value
ReferencingEntity msdyn_warranty
ReferencingAttribute msdyn_warrantyprovider
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_warranty_WarrantyProvider
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label: Warranties Provided
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_msdyn_conversationparticipantinsights_account_msdyn_User

Many-To-One Relationship: msdyn_conversationparticipantinsights msdyn_msdyn_conversationparticipantinsights_account_msdyn_User

Property Value
ReferencingEntity msdyn_conversationparticipantinsights
ReferencingAttribute msdyn_user
ReferencedEntityNavigationPropertyName msdyn_msdyn_conversationparticipantinsights_account_msdyn_user
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_msdyn_lastagent_account_msdyn_recordId

Many-To-One Relationship: msdyn_lastagent msdyn_msdyn_lastagent_account_msdyn_recordId

Property Value
ReferencingEntity msdyn_lastagent
ReferencingAttribute msdyn_recordid
ReferencedEntityNavigationPropertyName msdyn_msdyn_lastagent_account_msdyn_recordId
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_msdyn_preferredagent_account_msdyn_recordId

Many-To-One Relationship: msdyn_preferredagent msdyn_msdyn_preferredagent_account_msdyn_recordId

Property Value
ReferencingEntity msdyn_preferredagent
ReferencingAttribute msdyn_recordid
ReferencedEntityNavigationPropertyName msdyn_msdyn_preferredagent_account_msdyn_recordId
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_msdyn_salescopilotinsight_account_msdyn_targetentityid

Many-To-One Relationship: msdyn_salescopilotinsight msdyn_msdyn_salescopilotinsight_account_msdyn_targetentityid

Property Value
ReferencingEntity msdyn_salescopilotinsight
ReferencingAttribute msdyn_targetentityid
ReferencedEntityNavigationPropertyName msdyn_msdyn_salescopilotinsight_account_msdyn_targetentityid
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_sabackupdiagnostic_account_msdyn_target

Many-To-One Relationship: msdyn_sabackupdiagnostic msdyn_sabackupdiagnostic_account_msdyn_target

Property Value
ReferencingEntity msdyn_sabackupdiagnostic
ReferencingAttribute msdyn_target
ReferencedEntityNavigationPropertyName msdyn_sabackupdiagnostic_account_msdyn_target
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_salesaccelerationinsights_account

Many-To-One Relationship: msdyn_salesaccelerationinsight msdyn_salesaccelerationinsights_account

Property Value
ReferencingEntity msdyn_salesaccelerationinsight
ReferencingAttribute msdyn_relatedrecord
ReferencedEntityNavigationPropertyName msdyn_salesaccelerationinsights_account
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_salesagentrun_account

Many-To-One Relationship: msdyn_salesagentrun msdyn_salesagentrun_account

Property Value
ReferencingEntity msdyn_salesagentrun
ReferencingAttribute msdyn_regardingid
ReferencedEntityNavigationPropertyName msdyn_salesagentrun_account
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_salesroutingdiagnostic_account_msdyn_target

Many-To-One Relationship: msdyn_salesroutingdiagnostic msdyn_salesroutingdiagnostic_account_msdyn_target

Property Value
ReferencingEntity msdyn_salesroutingdiagnostic
ReferencingAttribute msdyn_target
ReferencedEntityNavigationPropertyName msdyn_salesroutingdiagnostic_account_msdyn_target
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_salessuggestion_account

Many-To-One Relationship: msdyn_salessuggestion msdyn_salessuggestion_account

Property Value
ReferencingEntity msdyn_salessuggestion
ReferencingAttribute msdyn_relatedrecord
ReferencedEntityNavigationPropertyName msdyn_salessuggestion_account
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_sequencetarget_account_msdyn_target

Many-To-One Relationship: msdyn_sequencetarget msdyn_sequencetarget_account_msdyn_target

Property Value
ReferencingEntity msdyn_sequencetarget
ReferencingAttribute msdyn_target
ReferencedEntityNavigationPropertyName msdyn_sequencetarget_account_msdyn_target
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_stakeholderresearchoutput_Account_account

Many-To-One Relationship: msdyn_stakeholderresearchoutput msdyn_stakeholderresearchoutput_Account_account

Property Value
ReferencingEntity msdyn_stakeholderresearchoutput
ReferencingAttribute msdyn_account
ReferencedEntityNavigationPropertyName msdyn_stakeholderresearchoutput_Account_account
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_swarm_account

Many-To-One Relationship: msdyn_swarm msdyn_swarm_account

Property Value
ReferencingEntity msdyn_swarm
ReferencingAttribute msdyn_swarmrelatedrecordid
ReferencedEntityNavigationPropertyName msdyn_swarm_account
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

opportunity_customer_accounts

Many-To-One Relationship: opportunity opportunity_customer_accounts

Property Value
ReferencingEntity opportunity
ReferencingAttribute customerid
ReferencedEntityNavigationPropertyName opportunity_customer_accounts
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Sales
Label:
MenuId: null
Order: 10
QueryApi: CRMOpportunity.RollupRelatedByObject
ViewId: 00000000-0000-0000-00aa-000010001203

opportunity_parent_account

Many-To-One Relationship: opportunity opportunity_parent_account

Property Value
ReferencingEntity opportunity
ReferencingAttribute parentaccountid
ReferencedEntityNavigationPropertyName opportunity_parent_account
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Sales
Label:
MenuId: null
Order: 1
QueryApi: null
ViewId: 00000000-0000-0000-00aa-000010001203

order_customer_accounts

Many-To-One Relationship: salesorder order_customer_accounts

Property Value
ReferencingEntity salesorder
ReferencingAttribute customerid
ReferencedEntityNavigationPropertyName order_customer_accounts
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Sales
Label:
MenuId: null
Order: 30
QueryApi: CRMSalesOrder.RollupRelatedByObject
ViewId: 71f7da6e-2772-4097-89d1-3670ff8348bb

quote_customer_accounts

Many-To-One Relationship: quote quote_customer_accounts

Property Value
ReferencingEntity quote
ReferencingAttribute customerid
ReferencedEntityNavigationPropertyName quote_customer_accounts
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Sales
Label:
MenuId: null
Order: 20
QueryApi: CRMQuote.RollupRelatedByObject
ViewId: 642095db-91dd-4813-bb31-665a3a2bae61

SourceAccount_BulkOperationLogs

Many-To-One Relationship: bulkoperationlog SourceAccount_BulkOperationLogs

Property Value
ReferencingEntity bulkoperationlog
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName SourceAccount_BulkOperationLogs
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

Many-to-Many relationships

These relationships are many-to-many. Listed by SchemaName.

accountleads_association

See lead accountleads_association Many-To-Many Relationship

Property Value
IntersectEntityName accountleads
IsCustomizable False
SchemaName accountleads_association
IntersectAttribute leadid
NavigationPropertyName accountleads_association
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

BulkOperation_Accounts

See bulkoperation BulkOperation_Accounts Many-To-Many Relationship

Property Value
IntersectEntityName bulkoperationlog
IsCustomizable False
SchemaName BulkOperation_Accounts
IntersectAttribute regardingobjectid
NavigationPropertyName BulkOperation_Logs_Accounts
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 11
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

CampaignActivity_Accounts

See campaignactivity CampaignActivity_Accounts Many-To-Many Relationship

Property Value
IntersectEntityName bulkoperationlog
IsCustomizable False
SchemaName CampaignActivity_Accounts
IntersectAttribute regardingobjectid
NavigationPropertyName CampaignActivity_Logs_Accounts
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 11
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

listaccount_association

See list listaccount_association Many-To-Many Relationship

Property Value
IntersectEntityName listmember
IsCustomizable False
SchemaName listaccount_association
IntersectAttribute entityid
NavigationPropertyName listaccount_association
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order:
QueryApi: List.RetrieveListsForMember
ViewId: bdd93547-53f6-4609-b591-9f48ce86295f

msdyn_msdyn_functionallocation_account

See msdyn_functionallocation msdyn_msdyn_functionallocation_account Many-To-Many Relationship

Property Value
IntersectEntityName msdyn_msdyn_functionallocation_account
IsCustomizable False
SchemaName msdyn_msdyn_functionallocation_account
IntersectAttribute accountid
NavigationPropertyName msdyn_msdyn_functionallocation_account
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_msdyn_warranty_account

See msdyn_warranty msdyn_msdyn_warranty_account Many-To-Many Relationship

Property Value
IntersectEntityName msdyn_msdyn_warranty_account
IsCustomizable False
SchemaName msdyn_msdyn_warranty_account
IntersectAttribute accountid
NavigationPropertyName msdyn_msdyn_warranty_account
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseLabel
Group: Details
Label: Covered Accounts
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

See also

Dataverse table/entity reference
Dataverse Web API Reference
account

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