account EntityType
Business that represents a customer or potential customer. The company that is billed in business transactions.
- Entity set path:
- [organization URI]/api/data/v9.2/accounts
- Base type:
- crmbaseentity
- Table type:
- Standard
- Display name:
- Account
- Primary key:
- accountid
- Primary name column:
- name
- Operations supported:
- POST GET PATCH DELETE
Properties
Properties represent fields of data stored in the entity. Some properties are read-only.
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accountcategorycode | Edm.Int32 |
Select a category to indicate whether the customer account is standard or preferred. Display name: Category
Default options
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accountclassificationcode | Edm.Int32 |
Select a classification code to indicate the potential value of the customer account based on the projected return on investment, cooperation level, sales cycle length or other criteria. Display name: Classification
Default options
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accountid | Edm.Guid |
Unique identifier of the account. Display name: Account |
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accountnumber | Edm.String |
Type an ID number or code for the account to quickly search and identify the account in system views. Display name: Account Number |
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accountratingcode | Edm.Int32 |
Select a rating to indicate the value of the customer account. Display name: Account Rating
Default options
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address1_addressid | Edm.Guid |
Unique identifier for address 1. Display name: Address 1: ID |
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address1_addresstypecode | Edm.Int32 |
Select the primary address type. Display name: Address 1: Address Type
Default options
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address1_city | Edm.String |
Type the city for the primary address. Display name: Address 1: City |
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address1_composite | Edm.String |
Shows the complete primary address. Display name: Address 1 Read only
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address1_country | Edm.String |
Type the country or region for the primary address. Display name: Address 1: Country/Region |
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address1_county | Edm.String |
Type the county for the primary address. Display name: Address 1: County |
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address1_fax | Edm.String |
Type the fax number associated with the primary address. Display name: Address 1: Fax |
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address1_freighttermscode | Edm.Int32 |
Select the freight terms for the primary address to make sure shipping orders are processed correctly. Display name: Address 1: Freight Terms
Default options
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address1_latitude | Edm.Double |
Type the latitude value for the primary address for use in mapping and other applications. Display name: Address 1: Latitude |
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address1_line1 | Edm.String |
Type the first line of the primary address. Display name: Address 1: Street 1 |
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address1_line2 | Edm.String |
Type the second line of the primary address. Display name: Address 1: Street 2 |
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address1_line3 | Edm.String |
Type the third line of the primary address. Display name: Address 1: Street 3 |
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address1_longitude | Edm.Double |
Type the longitude value for the primary address for use in mapping and other applications. Display name: Address 1: Longitude |
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address1_name | Edm.String |
Type a descriptive name for the primary address, such as Corporate Headquarters. Display name: Address 1: Name |
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address1_postalcode | Edm.String |
Type the ZIP Code or postal code for the primary address. Display name: Address 1: ZIP/Postal Code |
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address1_postofficebox | Edm.String |
Type the post office box number of the primary address. Display name: Address 1: Post Office Box |
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address1_primarycontactname | Edm.String |
Type the name of the main contact at the account's primary address. Display name: Address 1: Primary Contact Name |
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address1_shippingmethodcode | Edm.Int32 |
Select a shipping method for deliveries sent to this address. Display name: Address 1: Shipping Method
Default options
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address1_stateorprovince | Edm.String |
Type the state or province of the primary address. Display name: Address 1: State/Province |
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address1_telephone1 | Edm.String |
Type the main phone number associated with the primary address. Display name: Address Phone |
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address1_telephone2 | Edm.String |
Type a second phone number associated with the primary address. Display name: Address 1: Telephone 2 |
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address1_telephone3 | Edm.String |
Type a third phone number associated with the primary address. Display name: Address 1: Telephone 3 |
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address1_upszone | Edm.String |
Type the UPS zone of the primary address to make sure shipping charges are calculated correctly and deliveries are made promptly, if shipped by UPS. Display name: Address 1: UPS Zone |
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address1_utcoffset | Edm.Int32 |
Select the time zone, or UTC offset, for this address so that other people can reference it when they contact someone at this address. Display name: Address 1: UTC Offset |
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address2_addressid | Edm.Guid |
Unique identifier for address 2. Display name: Address 2: ID |
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address2_addresstypecode | Edm.Int32 |
Select the secondary address type. Display name: Address 2: Address Type
Default options
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address2_city | Edm.String |
Type the city for the secondary address. Display name: Address 2: City |
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address2_composite | Edm.String |
Shows the complete secondary address. Display name: Address 2 Read only
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address2_country | Edm.String |
Type the country or region for the secondary address. Display name: Address 2: Country/Region |
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address2_county | Edm.String |
Type the county for the secondary address. Display name: Address 2: County |
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address2_fax | Edm.String |
Type the fax number associated with the secondary address. Display name: Address 2: Fax |
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address2_freighttermscode | Edm.Int32 |
Select the freight terms for the secondary address to make sure shipping orders are processed correctly. Display name: Address 2: Freight Terms
Default options
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address2_latitude | Edm.Double |
Type the latitude value for the secondary address for use in mapping and other applications. Display name: Address 2: Latitude |
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address2_line1 | Edm.String |
Type the first line of the secondary address. Display name: Address 2: Street 1 |
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address2_line2 | Edm.String |
Type the second line of the secondary address. Display name: Address 2: Street 2 |
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address2_line3 | Edm.String |
Type the third line of the secondary address. Display name: Address 2: Street 3 |
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address2_longitude | Edm.Double |
Type the longitude value for the secondary address for use in mapping and other applications. Display name: Address 2: Longitude |
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address2_name | Edm.String |
Type a descriptive name for the secondary address, such as Corporate Headquarters. Display name: Address 2: Name |
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address2_postalcode | Edm.String |
Type the ZIP Code or postal code for the secondary address. Display name: Address 2: ZIP/Postal Code |
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address2_postofficebox | Edm.String |
Type the post office box number of the secondary address. Display name: Address 2: Post Office Box |
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address2_primarycontactname | Edm.String |
Type the name of the main contact at the account's secondary address. Display name: Address 2: Primary Contact Name |
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address2_shippingmethodcode | Edm.Int32 |
Select a shipping method for deliveries sent to this address. Display name: Address 2: Shipping Method
Default options
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address2_stateorprovince | Edm.String |
Type the state or province of the secondary address. Display name: Address 2: State/Province |
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address2_telephone1 | Edm.String |
Type the main phone number associated with the secondary address. Display name: Address 2: Telephone 1 |
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address2_telephone2 | Edm.String |
Type a second phone number associated with the secondary address. Display name: Address 2: Telephone 2 |
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address2_telephone3 | Edm.String |
Type a third phone number associated with the secondary address. Display name: Address 2: Telephone 3 |
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address2_upszone | Edm.String |
Type the UPS zone of the secondary address to make sure shipping charges are calculated correctly and deliveries are made promptly, if shipped by UPS. Display name: Address 2: UPS Zone |
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address2_utcoffset | Edm.Int32 |
Select the time zone, or UTC offset, for this address so that other people can reference it when they contact someone at this address. Display name: Address 2: UTC Offset |
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adx_createdbyipaddress | Edm.String |
Display name: Created By (IP Address) |
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adx_createdbyusername | Edm.String |
Display name: Created By (User Name) |
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adx_modifiedbyipaddress | Edm.String |
Display name: Modified By (IP Address) |
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adx_modifiedbyusername | Edm.String |
Display name: Modified By (User Name) |
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aging30 | Edm.Decimal |
For system use only. Display name: Aging 30 Read only
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aging30_base | Edm.Decimal |
The base currency equivalent of the aging 30 field. Display name: Aging 30 (Base) Read only
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aging60 | Edm.Decimal |
For system use only. Display name: Aging 60 Read only
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aging60_base | Edm.Decimal |
The base currency equivalent of the aging 60 field. Display name: Aging 60 (Base) Read only
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aging90 | Edm.Decimal |
For system use only. Display name: Aging 90 Read only
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aging90_base | Edm.Decimal |
The base currency equivalent of the aging 90 field. Display name: Aging 90 (Base) Read only
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businesstypecode | Edm.Int32 |
Select the legal designation or other business type of the account for contracts or reporting purposes. Display name: Business Type
Default options
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createdon | Edm.DateTimeOffset |
Shows the date and time when the record was created. The date and time are displayed in the time zone selected in Microsoft Dynamics 365 options. Display name: Created On Read only
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creditlimit | Edm.Decimal |
Type the credit limit of the account. This is a useful reference when you address invoice and accounting issues with the customer. Display name: Credit Limit |
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creditlimit_base | Edm.Decimal |
Shows the credit limit converted to the system's default base currency for reporting purposes. Display name: Credit Limit (Base) Read only
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creditonhold | Edm.Boolean |
Select whether the credit for the account is on hold. This is a useful reference while addressing the invoice and accounting issues with the customer. Display name: Credit Hold
Default options
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customersizecode | Edm.Int32 |
Select the size category or range of the account for segmentation and reporting purposes. Display name: Customer Size
Default options
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customertypecode | Edm.Int32 |
Select the category that best describes the relationship between the account and your organization. Display name: Relationship Type
Default options
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description | Edm.String |
Type additional information to describe the account, such as an excerpt from the company's website. Display name: Description |
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donotbulkemail | Edm.Boolean |
Select whether the account allows bulk email sent through campaigns. If Do Not Allow is selected, the account can be added to marketing lists, but is excluded from email. Display name: Do not allow Bulk Emails
Default options
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donotbulkpostalmail | Edm.Boolean |
Select whether the account allows bulk postal mail sent through marketing campaigns or quick campaigns. If Do Not Allow is selected, the account can be added to marketing lists, but will be excluded from the postal mail. Display name: Do not allow Bulk Mails
Default options
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donotemail | Edm.Boolean |
Select whether the account allows direct email sent from Microsoft Dynamics 365. Display name: Do not allow Emails
Default options
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donotfax | Edm.Boolean |
Select whether the account allows faxes. If Do Not Allow is selected, the account will be excluded from fax activities distributed in marketing campaigns. Display name: Do not allow Faxes
Default options
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donotphone | Edm.Boolean |
Select whether the account allows phone calls. If Do Not Allow is selected, the account will be excluded from phone call activities distributed in marketing campaigns. Display name: Do not allow Phone Calls
Default options
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donotpostalmail | Edm.Boolean |
Select whether the account allows direct mail. If Do Not Allow is selected, the account will be excluded from letter activities distributed in marketing campaigns. Display name: Do not allow Mails
Default options
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donotsendmm | Edm.Boolean |
Select whether the account accepts marketing materials, such as brochures or catalogs. Display name: Send Marketing Materials
Default options
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emailaddress1 | Edm.String |
Type the primary email address for the account. Display name: Email |
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emailaddress2 | Edm.String |
Type the secondary email address for the account. Display name: Email Address 2 |
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emailaddress3 | Edm.String |
Type an alternate email address for the account. Display name: Email Address 3 |
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entityimage | Edm.Binary |
Shows the default image for the record. Display name: Default Image |
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entityimage_timestamp | Edm.Int64 |
Read only
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entityimage_url | Edm.String |
Read only
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entityimageid | Edm.Guid |
For internal use only. Display name: Entity Image Id Read only
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exchangerate | Edm.Decimal |
Shows the conversion rate of the record's currency. The exchange rate is used to convert all money fields in the record from the local currency to the system's default currency. Display name: Exchange Rate Read only
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fax | Edm.String |
Type the fax number for the account. Display name: Fax |
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followemail | Edm.Boolean |
Information about whether to allow following email activity like opens, attachment views and link clicks for emails sent to the account. Display name: Follow Email Activity
Default options
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ftpsiteurl | Edm.String |
Type the URL for the account's FTP site to enable users to access data and share documents. Display name: FTP Site |
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importsequencenumber | Edm.Int32 |
Unique identifier of the data import or data migration that created this record. Display name: Import Sequence Number |
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industrycode | Edm.Int32 |
Select the account's primary industry for use in marketing segmentation and demographic analysis. Display name: Industry
Default options
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lastonholdtime | Edm.DateTimeOffset |
Contains the date and time stamp of the last on hold time. Display name: Last On Hold Time |
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lastusedincampaign | Edm.DateTimeOffset |
Shows the date when the account was last included in a marketing campaign or quick campaign. Display name: Last Date Included in Campaign |
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marketcap | Edm.Decimal |
Type the market capitalization of the account to identify the company's equity, used as an indicator in financial performance analysis. Display name: Market Capitalization |
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marketcap_base | Edm.Decimal |
Shows the market capitalization converted to the system's default base currency. Display name: Market Capitalization (Base) Read only
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marketingonly | Edm.Boolean |
Whether is only for marketing Display name: Marketing Only
Default options
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merged | Edm.Boolean |
Shows whether the account has been merged with another account. Display name: Merged Read only
Default options
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modifiedon | Edm.DateTimeOffset |
Shows the date and time when the record was last updated. The date and time are displayed in the time zone selected in Microsoft Dynamics 365 options. Display name: Modified On Read only
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name | Edm.String |
Type the company or business name. Display name: Account Name |
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numberofemployees | Edm.Int32 |
Type the number of employees that work at the account for use in marketing segmentation and demographic analysis. Display name: Number of Employees |
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onholdtime | Edm.Int32 |
Shows how long, in minutes, that the record was on hold. Display name: On Hold Time (Minutes) Read only
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overriddencreatedon | Edm.DateTimeOffset |
Date and time that the record was migrated. Display name: Record Created On |
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ownershipcode | Edm.Int32 |
Select the account's ownership structure, such as public or private. Display name: Ownership
Default options
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participatesinworkflow | Edm.Boolean |
For system use only. Legacy Microsoft Dynamics CRM 3.0 workflow data. Display name: Participates in Workflow
Default options
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paymenttermscode | Edm.Int32 |
Select the payment terms to indicate when the customer needs to pay the total amount. Display name: Payment Terms
Default options
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preferredappointmentdaycode | Edm.Int32 |
Select the preferred day of the week for service appointments. Display name: Preferred Day
Default options
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preferredappointmenttimecode | Edm.Int32 |
Select the preferred time of day for service appointments. Display name: Preferred Time
Default options
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preferredcontactmethodcode | Edm.Int32 |
Select the preferred method of contact. Display name: Preferred Method of Contact
Default options
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primarysatoriid | Edm.String |
Primary Satori ID for Account Display name: Primary Satori ID |
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primarytwitterid | Edm.String |
Primary Twitter ID for Account Display name: Primary Twitter ID |
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processid | Edm.Guid |
Shows the ID of the process. Display name: Process |
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revenue | Edm.Decimal |
Type the annual revenue for the account, used as an indicator in financial performance analysis. Display name: Annual Revenue |
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revenue_base | Edm.Decimal |
Shows the annual revenue converted to the system's default base currency. The calculations use the exchange rate specified in the Currencies area. Display name: Annual Revenue (Base) Read only
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sharesoutstanding | Edm.Int32 |
Type the number of shares available to the public for the account. This number is used as an indicator in financial performance analysis. Display name: Shares Outstanding |
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shippingmethodcode | Edm.Int32 |
Select a shipping method for deliveries sent to the account's address to designate the preferred carrier or other delivery option. Display name: Shipping Method
Default options
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sic | Edm.String |
Type the Standard Industrial Classification (SIC) code that indicates the account's primary industry of business, for use in marketing segmentation and demographic analysis. Display name: SIC Code |
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stageid | Edm.Guid |
Shows the ID of the stage. Display name: (Deprecated) Process Stage |
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statecode | Edm.Int32 |
Shows whether the account is active or inactive. Inactive accounts are read-only and can't be edited unless they are reactivated. Display name: Status
Default options
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statuscode | Edm.Int32 |
Select the account's status. Display name: Status Reason
Default options
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stockexchange | Edm.String |
Type the stock exchange at which the account is listed to track their stock and financial performance of the company. Display name: Stock Exchange |
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telephone1 | Edm.String |
Type the main phone number for this account. Display name: Main Phone |
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telephone2 | Edm.String |
Type a second phone number for this account. Display name: Other Phone |
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telephone3 | Edm.String |
Type a third phone number for this account. Display name: Telephone 3 |
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territorycode | Edm.Int32 |
Select a region or territory for the account for use in segmentation and analysis. Display name: Territory Code
Default options
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tickersymbol | Edm.String |
Type the stock exchange symbol for the account to track financial performance of the company. You can click the code entered in this field to access the latest trading information from MSN Money. Display name: Ticker Symbol |
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timespentbymeonemailandmeetings | Edm.String |
Total time spent for emails (read and write) and meetings by me in relation to account record. Display name: Time Spent by me Read only
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timezoneruleversionnumber | Edm.Int32 |
For internal use only. Display name: Time Zone Rule Version Number |
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traversedpath | Edm.String |
For internal use only. Display name: (Deprecated) Traversed Path |
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utcconversiontimezonecode | Edm.Int32 |
Time zone code that was in use when the record was created. Display name: UTC Conversion Time Zone Code |
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versionnumber | Edm.Int64 |
Version number of the account. Display name: Version Number Read only
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websiteurl | Edm.String |
Type the account's website URL to get quick details about the company profile. Display name: Website |
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yominame | Edm.String |
Type the phonetic spelling of the company name, if specified in Japanese, to make sure the name is pronounced correctly in phone calls and other communications. Display name: Yomi Account Name |
Lookup properties
Lookup properties are read-only, computed properties which contain entity primary key Edm.Guid data for one or more corresponding single-valued navigation properties. More information: Lookup properties and Lookup property data.
Name | Single-valued navigation property | Description |
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_createdby_value | createdby |
Shows who created the record. |
_createdonbehalfby_value | createdonbehalfby |
Shows who created the record on behalf of another user. |
_masterid_value | masterid |
Shows the master account that the account was merged with. |
_modifiedby_value | modifiedby |
Shows who last updated the record. |
_modifiedonbehalfby_value | modifiedonbehalfby |
Shows who created the record on behalf of another user. |
_msa_managingpartnerid_value | msa_managingpartnerid |
Unique identifier for Account associated with Account. |
_ownerid_value | ownerid |
Enter the user or team who is assigned to manage the record. This field is updated every time the record is assigned to a different user. |
_owningbusinessunit_value | owningbusinessunit |
Shows the business unit that the record owner belongs to. |
_owningteam_value | owningteam |
Unique identifier of the team who owns the account. |
_owninguser_value | owninguser |
Unique identifier of the user who owns the account. |
_parentaccountid_value | parentaccountid |
Choose the parent account associated with this account to show parent and child businesses in reporting and analytics. |
_preferredsystemuserid_value | preferredsystemuserid |
Choose the preferred service representative for reference when you schedule service activities for the account. |
_primarycontactid_value | primarycontactid |
Choose the primary contact for the account to provide quick access to contact details. |
_slaid_value | sla_account_sla |
Choose the service level agreement (SLA) that you want to apply to the Account record. |
_slainvokedid_value | slainvokedid_account_sla |
Last SLA that was applied to this case. This field is for internal use only. |
_transactioncurrencyid_value | transactioncurrencyid |
Choose the local currency for the record to make sure budgets are reported in the correct currency. |
Single-valued navigation properties
Single-valued navigation properties represent lookup fields where a single entity can be referenced. Each single-valued navigation property has a corresponding partner collection-valued navigation property on the related entity.
Name | Type | Partner |
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createdby | systemuser | lk_accountbase_createdby |
createdonbehalfby | systemuser | lk_accountbase_createdonbehalfby |
masterid | account | account_master_account |
modifiedby | systemuser | lk_accountbase_modifiedby |
modifiedonbehalfby | systemuser | lk_accountbase_modifiedonbehalfby |
msa_managingpartnerid | account | msa_account_managingpartner |
ownerid | principal | owner_accounts |
owningbusinessunit | businessunit | business_unit_accounts |
owningteam | team | team_accounts |
owninguser | systemuser | user_accounts |
parentaccountid | account | account_parent_account |
preferredsystemuserid | systemuser | system_user_accounts |
primarycontactid | contact | account_primary_contact |
sla_account_sla | sla | manualsla_account |
slainvokedid_account_sla | sla | sla_account |
stageid_processstage | processstage | processstage_account |
transactioncurrencyid | transactioncurrency | transactioncurrency_account |
Collection-valued navigation properties
Collection-valued navigation properties represent collections of entities which may represent either a one-to-many (1:N) or many-to-many (N:N) relationship between the entities.
Name | Type | Partner |
---|---|---|
account_actioncard | actioncard | regardingobjectid_account_actioncard |
account_activity_parties | activityparty | partyid_account |
Account_ActivityPointers | activitypointer | regardingobjectid_account |
account_adx_inviteredemptions | adx_inviteredemption | regardingobjectid_account_adx_inviteredemption |
account_adx_portalcomments | adx_portalcomment | regardingobjectid_account_adx_portalcomment |
Account_Annotation | annotation | objectid_account |
Account_Appointments | appointment | regardingobjectid_account_appointment |
Account_AsyncOperations | asyncoperation | regardingobjectid_account |
Account_BulkDeleteFailures | bulkdeletefailure | regardingobjectid_account |
account_chats | chat | regardingobjectid_account_chat |
account_connections1 | connection | record1id_account |
account_connections2 | connection | record2id_account |
Account_CustomerAddress | customeraddress | parentid_account |
Account_DuplicateBaseRecord | duplicaterecord | baserecordid_account |
Account_DuplicateMatchingRecord | duplicaterecord | duplicaterecordid_account |
Account_Email_EmailSender | emailsender_account | |
Account_Email_SendersAccount | sendersaccount | |
Account_Emails | regardingobjectid_account_email | |
Account_Faxes | fax | regardingobjectid_account_fax |
Account_Letters | letter | regardingobjectid_account_letter |
Account_MailboxTrackingFolder | mailboxtrackingfolder | regardingobjectid_account |
account_master_account | account | masterid |
account_parent_account | account | parentaccountid |
Account_Phonecalls | phonecall | regardingobjectid_account_phonecall |
account_PostFollows | postfollow | regardingobjectid_account |
account_PostRegardings | postregarding | regardingobjectid_account |
account_principalobjectattributeaccess | principalobjectattributeaccess | objectid_account |
Account_ProcessSessions | processsession | regardingobjectid_account |
Account_RecurringAppointmentMasters | recurringappointmentmaster | regardingobjectid_account_recurringappointmentmaster |
Account_SharepointDocumentLocation | sharepointdocumentlocation | regardingobjectid_account |
Account_SocialActivities | socialactivity | regardingobjectid_account_socialactivity |
Account_SyncErrors | syncerror | regardingobjectid_account_syncerror |
Account_Tasks | task | regardingobjectid_account_task |
adx_invitation_assigntoaccount | adx_invitation | adx_assignToAccount |
contact_customer_accounts | contact | parentcustomerid_account |
msa_account_managingpartner | account | msa_managingpartnerid |
msa_contact_managingpartner | contact | msa_managingpartnerid |
powerpagecomponent_mspp_webrole_account | powerpagecomponent | powerpagecomponent_mspp_webrole_account |
slakpiinstance_account | slakpiinstance | regarding_account |
SocialActivity_PostAuthor_accounts | socialactivity | postauthor_account |
SocialActivity_PostAuthorAccount_accounts | socialactivity | postauthoraccount_account |
Socialprofile_customer_accounts | socialprofile | customerid_account |
Operations
The following operations can be used with the account entity type.
Name | Binding |
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BulkRetain | Not Bound |
CreateMultiple | Not Bound |
GrantAccess | Not Bound |
IsValidStateTransition | Not Bound |
Merge | Not Bound |
ModifyAccess | Not Bound |
PurgeRetainedContent | Not Bound |
Retain | Not Bound |
RetrievePrincipalAccess | Not Bound |
RetrieveSharedPrincipalsAndAccess | Not Bound |
RevokeAccess | Not Bound |
RollbackRetain | Not Bound |
Rollup | Not Bound |
UpdateMultiple | Not Bound |
ValidateRetentionConfig | Not Bound |