Account Entity Metadata
[Applies to: Microsoft Dynamics CRM 2011]
The following information is for the account entity in a default, uncustomized installation of Microsoft Dynamics CRM. The schema name and early binding class is Account.
To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the Metadata for Your Organization.
In This Topic
Entity Metadata
Privilege Metadata
Attribute Metadata
One-to-Many Relationships
Many-to-Many Relationships
Many-to-One Relationships
Entity Metadata
The following table shows the metadata for the account entity.
Metadata property | Value |
---|---|
OTC |
1 |
EntityLogicalName |
account |
DisplayName |
Account |
OwnershipType |
UserOwned |
IsCustomizable |
True |
Description |
Business that represents a customer or potential customer. The company that is billed in business transactions. |
IsAvailableOffline |
True |
IsAuditEnabled |
False |
AutoRouteToOwnerQueue |
False |
CanBeInManyToMany |
True |
CanBePrimaryEntityInRelationship |
True |
CanBeRelatedEntityInRelationship |
True |
CanCreateAttributes |
True |
CanCreateCharts |
True |
CanCreateForms |
True |
CanCreateViews |
True |
CanModifyAdditionalSettings |
True |
CanTriggerWorkflow |
True |
IsActivity |
False |
IsActivityParty |
True |
IsChildEntity |
False |
IsConnectionsEnabled |
canmodifyconnectionsettings |
IsCustomEntity |
False |
IsDocumentManagementEnabled |
True |
IsDuplicateDetectionEnabled |
True |
IsEnabledForCharts |
True |
IsImportable |
True |
IsIntersect |
False |
IsMailMergeEnabled |
True |
IsManaged |
True |
IsMappable |
True |
IsReadingPaneEnabled |
True |
IsRenameable |
True |
IsValidForAdvancedFind |
True |
IsValidForQueue |
False |
IsVisibleInMobile |
True |
PrimaryIdAttribute |
accountid |
PrimaryNameAttribute |
name |
ReportViewName |
FilteredAccount |
RecurrenceBaseEntityLogicalName |
x |
DisplayCollectionName |
Accounts |
Privilege Metadata
The following table shows the privilege information for the account entity.
PrivilegeName | Id | Type | CanBeBasic | CanBeDeep | CanBeGlobal | CanBeLocal |
---|---|---|---|---|---|---|
prvAppendAccount |
4e163b38-ea45-49ae-b3da-4c9dc1c77d8d |
Append |
True |
True |
True |
True |
prvAppendToAccount |
3d6e93a2-b58e-4a4a-b642-374e4a25a6bd |
AppendTo |
True |
True |
True |
True |
prvAssignAccount |
0791ab31-e811-4fde-974b-e7c5102b09eb |
Assign |
True |
True |
True |
True |
prvCreateAccount |
d26fe964-230b-42dd-ad93-5cc879de411e |
Create |
True |
True |
True |
True |
prvDeleteAccount |
ca6c7690-c935-46b3-bfd2-abb306c2acc0 |
Delete |
True |
True |
True |
True |
prvReadAccount |
886b280c-6396-4d56-a0a3-2c1b0a50ceb0 |
Read |
True |
True |
True |
True |
prvShareAccount |
39b15dfd-09ba-4f30-a390-cac64b635850 |
Share |
True |
True |
True |
True |
prvWriteAccount |
7863e80f-0ab2-4d67-a641-37d9f342c7e3 |
Write |
True |
True |
True |
True |
Attribute Metadata
The following table shows the attribute metadata for the account entity.
LogicalName | Description | Type | SchemaName | IsCustomAttribute | IsCustomizable | RequiredLevel | IsValidForCreate | IsValidForRead | IsValidForUpdate | CanBeSecuredForCreate | CanBeSecuredForRead | CanBeSecuredForUpdate | IsAuditEnabled | IsManaged | IsPrimaryId | IsPrimaryName | IsRenameable | IsSecured | IsValidForAdvancedFind | DisplayName | DeprecatedVersion |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
accountcategorycode |
Drop-down list for selecting the category of the account. |
Picklist |
AccountCategoryCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Category |
|
accountclassificationcode |
Drop-down list for classifying an account. |
Picklist |
AccountClassificationCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
False |
Classification |
|
accountid |
Unique identifier of the account. |
Uniqueidentifier |
AccountId |
False |
True |
SystemRequired |
True |
True |
False |
False |
False |
False |
False |
True |
True |
False |
True |
False |
True |
Account |
|
accountnumber |
User-provided account number used in correspondence about the account. |
String |
AccountNumber |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Account Number |
|
accountratingcode |
Drop-down list for selecting account ratings. |
Picklist |
AccountRatingCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
False |
Account Rating |
|
address1_addressid |
Unique identifier for address 1. |
Uniqueidentifier |
Address1_AddressId |
False |
False |
None |
True |
True |
True |
False |
False |
False |
False |
True |
True |
False |
False |
False |
False |
Address 1: ID |
|
address1_addresstypecode |
Type of address for address 1, such as billing, shipping, or primary address. |
Picklist |
Address1_AddressTypeCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Address Type |
|
address1_city |
City name for address 1. |
String |
Address1_City |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: City |
|
address1_country |
Country/region name for address 1. |
String |
Address1_Country |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Country/Region |
|
address1_county |
County name for address 1. |
String |
Address1_County |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: County |
|
address1_fax |
Fax number for address 1. |
String |
Address1_Fax |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Fax |
|
address1_freighttermscode |
Freight terms for address 1. |
Picklist |
Address1_FreightTermsCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Freight Terms |
|
address1_latitude |
Latitude for address 1. |
Double |
Address1_Latitude |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Latitude |
|
address1_line1 |
First line for entering address 1 information. |
String |
Address1_Line1 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Street 1 |
|
address1_line2 |
Second line for entering address 1 information. |
String |
Address1_Line2 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Street 2 |
|
address1_line3 |
Third line for entering address 1 information. |
String |
Address1_Line3 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Street 3 |
|
address1_longitude |
Longitude for address 1. |
Double |
Address1_Longitude |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Longitude |
|
address1_name |
Name to enter for address 1. |
String |
Address1_Name |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Name |
|
address1_postalcode |
ZIP Code or postal code for address 1. |
String |
Address1_PostalCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: ZIP/Postal Code |
|
address1_postofficebox |
Post office box number for address 1. |
String |
Address1_PostOfficeBox |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Post Office Box |
|
address1_primarycontactname |
Name of primary contact for address 1. |
String |
Address1_PrimaryContactName |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Primary Contact Name |
|
address1_shippingmethodcode |
Method of shipment for address 1. |
Picklist |
Address1_ShippingMethodCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Shipping Method |
|
address1_stateorprovince |
State or province for address 1. |
String |
Address1_StateOrProvince |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: State/Province |
|
address1_telephone1 |
First telephone number associated with address 1. |
String |
Address1_Telephone1 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address Phone |
|
address1_telephone2 |
Second telephone number associated with address 1. |
String |
Address1_Telephone2 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Telephone 2 |
|
address1_telephone3 |
Third telephone number associated with address 1. |
String |
Address1_Telephone3 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: Telephone 3 |
|
address1_upszone |
United Parcel Service (UPS) zone for address 1. |
String |
Address1_UPSZone |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 1: UPS Zone |
|
address1_utcoffset |
UTC offset for address 1. This is the difference between local time and standard Coordinated Universal Time. |
Integer |
Address1_UTCOffset |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
False |
Address 1: UTC Offset |
|
address2_addressid |
Unique identifier for address 2. |
Uniqueidentifier |
Address2_AddressId |
False |
False |
None |
True |
True |
True |
False |
False |
False |
False |
True |
True |
False |
False |
False |
False |
Address 2: ID |
|
address2_addresstypecode |
Type of address for address 2, such as billing, shipping, or primary address. |
Picklist |
Address2_AddressTypeCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
False |
Address 2: Address Type |
|
address2_city |
City name for address 2. |
String |
Address2_City |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: City |
|
address2_country |
Country/region name for address 2. |
String |
Address2_Country |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: Country/Region |
|
address2_county |
County name for address 2. |
String |
Address2_County |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: County |
|
address2_fax |
Fax number for address 2. |
String |
Address2_Fax |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: Fax |
|
address2_freighttermscode |
Freight terms for address 2. |
Picklist |
Address2_FreightTermsCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
False |
Address 2: Freight Terms |
|
address2_latitude |
Latitude for address 2. |
Double |
Address2_Latitude |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: Latitude |
|
address2_line1 |
First line for entering address 2 information. |
String |
Address2_Line1 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: Street 1 |
|
address2_line2 |
Second line for entering address 2 information. |
String |
Address2_Line2 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: Street 2 |
|
address2_line3 |
Third line for entering address 2 information. |
String |
Address2_Line3 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: Street 3 |
|
address2_longitude |
Longitude for address 2. |
Double |
Address2_Longitude |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: Longitude |
|
address2_name |
Name to enter for address 2. |
String |
Address2_Name |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: Name |
|
address2_postalcode |
ZIP Code or postal code for address 2. |
String |
Address2_PostalCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: ZIP/Postal Code |
|
address2_postofficebox |
Post office box number for address 2. |
String |
Address2_PostOfficeBox |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: Post Office Box |
|
address2_primarycontactname |
Name of primary contact located at address 2. |
String |
Address2_PrimaryContactName |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: Primary Contact Name |
|
address2_shippingmethodcode |
Method of shipment for address 2. |
Picklist |
Address2_ShippingMethodCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
False |
Address 2: Shipping Method |
|
address2_stateorprovince |
State or province for address 2. |
String |
Address2_StateOrProvince |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: State/Province |
|
address2_telephone1 |
First telephone number associated with address 2. |
String |
Address2_Telephone1 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: Telephone 1 |
|
address2_telephone2 |
Second telephone number associated with address 2. |
String |
Address2_Telephone2 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: Telephone 2 |
|
address2_telephone3 |
Third telephone number associated with address 2. |
String |
Address2_Telephone3 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: Telephone 3 |
|
address2_upszone |
United Parcel Service (UPS) zone for address 2. |
String |
Address2_UPSZone |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Address 2: UPS Zone |
|
address2_utcoffset |
UTC offset for address 2. This is the difference between local time and standard Coordinated Universal Time. |
Integer |
Address2_UTCOffset |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
False |
Address 2: UTC Offset |
|
aging30 |
For internal use only. |
Money |
Aging30 |
False |
True |
None |
False |
True |
False |
False |
False |
False |
False |
True |
False |
False |
True |
False |
True |
Aging 30 |
|
aging30_base |
Base currency equivalent of the aging 30 for the account. |
Money |
Aging30_Base |
False |
True |
None |
False |
True |
False |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Aging 30 (Base) |
|
aging60 |
For internal use only. |
Money |
Aging60 |
False |
True |
None |
False |
True |
False |
False |
False |
False |
False |
True |
False |
False |
True |
False |
True |
Aging 60 |
|
aging60_base |
Base currency equivalent of the aging 60 for the account. |
Money |
Aging60_Base |
False |
True |
None |
False |
True |
False |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Aging 60 (Base) |
|
aging90 |
For internal use only. |
Money |
Aging90 |
False |
True |
None |
False |
True |
False |
False |
False |
False |
False |
True |
False |
False |
True |
False |
True |
Aging 90 |
|
aging90_base |
Base currency equivalent of the aging 90 for the account. |
Money |
Aging90_Base |
False |
True |
None |
False |
True |
False |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Aging 90 (Base) |
|
businesstypecode |
Type of business associated with the account. |
Picklist |
BusinessTypeCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
False |
Business Type |
|
createdby |
Unique identifier of the user who created the account. |
Lookup |
CreatedBy |
False |
True |
None |
False |
True |
False |
False |
False |
False |
False |
True |
False |
False |
True |
False |
True |
Created By |
|
createdon |
Date and time when the account was created. |
DateTime |
CreatedOn |
False |
True |
None |
False |
True |
False |
False |
False |
False |
False |
True |
False |
False |
True |
False |
True |
Created On |
|
createdonbehalfby |
Unique identifier of the delegate user who created the account. |
Lookup |
CreatedOnBehalfBy |
False |
True |
None |
False |
True |
False |
False |
False |
False |
False |
True |
False |
False |
True |
False |
True |
Created By (Delegate) |
|
creditlimit |
Credit limit for the account. |
Money |
CreditLimit |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Credit Limit |
|
creditlimit_base |
Base currency equivalent of the credit limit for the account. |
Money |
CreditLimit_Base |
False |
True |
None |
False |
True |
False |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Credit Limit (Base) |
|
creditonhold |
Information about whether credit for the account is on hold. |
Boolean |
CreditOnHold |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Credit Hold |
|
customersizecode |
Size of the account. |
Picklist |
CustomerSizeCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
False |
Customer Size |
|
customertypecode |
Type of the account. |
Picklist |
CustomerTypeCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Relationship Type |
|
defaultpricelevelid |
Unique identifier of the default price list associated with the account. |
Lookup |
DefaultPriceLevelId |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Price List |
|
description |
Description of the account. |
Memo |
Description |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Description |
|
donotbulkemail |
Information about whether to allow sending direct e-mail to the account. |
Boolean |
DoNotBulkEMail |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
False |
Do not allow Bulk E-mails |
|
donotbulkpostalmail |
Information about whether to allow sending bulk-rate postal mail to the account. |
Boolean |
DoNotBulkPostalMail |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
False |
Do not allow Bulk Mails |
|
donotemail |
Information about whether to allow sending e-mail to the account. |
Boolean |
DoNotEMail |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Do not allow E-mails |
|
donotfax |
Information about whether to allow sending faxes to the account. |
Boolean |
DoNotFax |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Do not allow Faxes |
|
donotphone |
Information about whether to allow phone calls to the account. |
Boolean |
DoNotPhone |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Do not allow Phone Calls |
|
donotpostalmail |
Information about whether to allow sending postal mail to the account. |
Boolean |
DoNotPostalMail |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Do not allow Mails |
|
donotsendmm |
Information on whether to allow sending marketing mail to the account. |
Boolean |
DoNotSendMM |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Send Marketing Materials |
|
emailaddress1 |
First e-mail address for the account. |
String |
EMailAddress1 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
||
emailaddress2 |
Second e-mail address for the account. |
String |
EMailAddress2 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
E-mail Address 2 |
|
emailaddress3 |
Third e-mail address for the account. |
String |
EMailAddress3 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
E-mail Address 3 |
|
exchangerate |
Exchange rate for the currency associated with the account with respect to the base currency. |
Decimal |
ExchangeRate |
False |
True |
None |
False |
True |
False |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Exchange Rate |
|
fax |
Fax telephone number for the account. |
String |
Fax |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Fax |
|
ftpsiteurl |
FTP site URL for the account. |
String |
FtpSiteURL |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
FTP Site |
|
importsequencenumber |
Unique identifier of the data import or data migration that created this record. |
Integer |
ImportSequenceNumber |
False |
True |
None |
True |
True |
False |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Import Sequence Number |
|
industrycode |
Type of industry with which the account is associated. |
Picklist |
IndustryCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Industry |
|
isprivate |
Boolean |
IsPrivate |
False |
False |
None |
False |
False |
False |
False |
False |
False |
False |
True |
False |
False |
False |
False |
False |
|||
lastusedincampaign |
Date and time when the account was last contacted as a part of a marketing campaign. |
DateTime |
LastUsedInCampaign |
False |
True |
None |
False |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Last Date Included in Campaign |
|
marketcap |
Market capitalization of the account. |
Money |
MarketCap |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Market Capitalization |
|
marketcap_base |
Base currency equivalent of the market capitalization of the account. |
Money |
MarketCap_Base |
False |
True |
None |
False |
True |
False |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Market Capitalization (Base) |
|
masterid |
Unique identifier of the master account for merge. |
Lookup |
MasterId |
False |
True |
None |
False |
True |
False |
False |
False |
False |
True |
True |
False |
False |
False |
False |
False |
Master ID |
|
merged |
Information regarding whether the account has been merged with a master account. |
Boolean |
Merged |
False |
True |
None |
False |
True |
False |
False |
False |
False |
True |
True |
False |
False |
False |
False |
False |
Merged |
|
modifiedby |
Unique identifier of the user who last modified the account. |
Lookup |
ModifiedBy |
False |
True |
None |
False |
True |
False |
False |
False |
False |
False |
True |
False |
False |
True |
False |
True |
Modified By |
|
modifiedon |
Date and time when the account was last modified. |
DateTime |
ModifiedOn |
False |
True |
None |
False |
True |
False |
False |
False |
False |
False |
True |
False |
False |
True |
False |
True |
Modified On |
|
modifiedonbehalfby |
Unique identifier of the delegate user who last modified the account. |
Lookup |
ModifiedOnBehalfBy |
False |
True |
None |
False |
True |
False |
False |
False |
False |
False |
True |
False |
False |
True |
False |
True |
Modified By (Delegate) |
|
name |
Name of the account. |
String |
Name |
False |
True |
ApplicationRequired |
True |
True |
True |
False |
False |
False |
True |
True |
False |
True |
True |
False |
True |
Account Name |
|
numberofemployees |
Number of employees at the account. |
Integer |
NumberOfEmployees |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
No. of Employees |
|
originatingleadid |
Unique identifier of the lead from which the account was created. |
Lookup |
OriginatingLeadId |
False |
True |
None |
True |
True |
False |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Originating Lead |
|
overriddencreatedon |
Date and time that the record was migrated. |
DateTime |
OverriddenCreatedOn |
False |
True |
None |
True |
True |
False |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Record Created On |
|
ownerid |
Unique identifier of the user or team who owns the account. |
Owner |
OwnerId |
False |
True |
SystemRequired |
True |
True |
False |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Owner |
|
ownershipcode |
Type of company ownership, such as public or private. |
Picklist |
OwnershipCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Ownership |
|
owningbusinessunit |
Unique identifier of the business unit that owns the account. |
Lookup |
OwningBusinessUnit |
False |
True |
None |
False |
True |
False |
False |
False |
False |
False |
True |
False |
False |
False |
False |
False |
Owning Business Unit |
|
owningteam |
Unique identifier of the team who owns the account. |
Lookup |
OwningTeam |
False |
True |
None |
False |
True |
False |
False |
False |
False |
False |
True |
False |
False |
False |
False |
False |
Owning Team |
|
owninguser |
Unique identifier of the user who owns the account. |
Lookup |
OwningUser |
False |
True |
None |
False |
True |
False |
False |
False |
False |
False |
True |
False |
False |
False |
False |
False |
Owning User |
|
parentaccountid |
Unique identifier of the parent account. |
Lookup |
ParentAccountId |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Parent Account |
|
participatesinworkflow |
Information that specifies whether the account participates in workflow rules. |
Boolean |
ParticipatesInWorkflow |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
False |
False |
False |
Participates in Workflow |
|
paymenttermscode |
Payment terms for the account. |
Picklist |
PaymentTermsCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Payment Terms |
|
preferredappointmentdaycode |
Day of the week that the account prefers for scheduling service activities. |
Picklist |
PreferredAppointmentDayCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Preferred Day |
|
preferredappointmenttimecode |
Time of day that the account prefers for scheduling service activities. |
Picklist |
PreferredAppointmentTimeCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Preferred Time |
|
preferredcontactmethodcode |
Preferred contact method for the account. |
Picklist |
PreferredContactMethodCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Preferred Method of Contact |
|
preferredequipmentid |
Unique identifier of the facility/equipment preferred by the account for scheduling service activities. |
Lookup |
PreferredEquipmentId |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Preferred Facility/Equipment |
|
preferredserviceid |
Unique identifier of the service preferred by the account for scheduling service activities. |
Lookup |
PreferredServiceId |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Preferred Service |
|
preferredsystemuserid |
Unique identifier of the system user preferred by the account for scheduling service activities. |
Lookup |
PreferredSystemUserId |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Preferred User |
|
primarycontactid |
Unique identifier of the primary contact for the account. |
Lookup |
PrimaryContactId |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Primary Contact |
|
revenue |
Revenue amount for the account. |
Money |
Revenue |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Annual Revenue |
|
revenue_base |
Base currency equivalent of the revenue amount for the account. |
Money |
Revenue_Base |
False |
True |
None |
False |
True |
False |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Annual Revenue (Base) |
|
sharesoutstanding |
Outstanding shares for the account. |
Integer |
SharesOutstanding |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Shares Outstanding |
|
shippingmethodcode |
Method of shipment for the account. |
Picklist |
ShippingMethodCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
False |
Shipping Method |
|
sic |
Standard Industrial Classification (SIC) code for the account. |
String |
SIC |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
SIC Code |
|
statecode |
Status of the account. |
State |
StateCode |
False |
True |
SystemRequired |
False |
True |
False |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Status |
|
statuscode |
Reason for the status of the account. |
Status |
StatusCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Status Reason |
|
stockexchange |
Stock exchange on which the business associated with the account is listed. |
String |
StockExchange |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Stock Exchange |
|
telephone1 |
First telephone number for the account. |
String |
Telephone1 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Main Phone |
|
telephone2 |
Second telephone number for the account. |
String |
Telephone2 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Other Phone |
|
telephone3 |
Third telephone number for the account. |
String |
Telephone3 |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Telephone 3 |
|
territorycode |
Territory to which the account belongs. |
Picklist |
TerritoryCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
False |
Territory Code |
|
territoryid |
Unique identifier of the territory to which the account belongs. |
Lookup |
TerritoryId |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Territory |
|
tickersymbol |
Stock Exchange symbol for the account. |
String |
TickerSymbol |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Ticker Symbol |
|
timezoneruleversionnumber |
For internal use only. |
Integer |
TimeZoneRuleVersionNumber |
False |
True |
None |
True |
True |
True |
False |
False |
False |
False |
True |
False |
False |
False |
False |
False |
Time Zone Rule Version Number |
|
transactioncurrencyid |
Unique identifier of the currency associated with the account. |
Lookup |
TransactionCurrencyId |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Currency |
|
utcconversiontimezonecode |
Time zone code that was in use when the record was created. |
Integer |
UTCConversionTimeZoneCode |
False |
True |
None |
True |
True |
True |
False |
False |
False |
False |
True |
False |
False |
False |
False |
False |
UTC Conversion Time Zone Code |
|
versionnumber |
Version number of the account. |
BigInt |
VersionNumber |
False |
False |
None |
False |
True |
False |
False |
False |
False |
False |
True |
False |
False |
False |
False |
False |
Version Number |
|
websiteurl |
Web site URL for the account. |
String |
WebSiteURL |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Web Site |
|
yominame |
Pronunciation of the account name, written in phonetic hiragana or katakana characters. |
String |
YomiName |
False |
True |
None |
True |
True |
True |
False |
False |
False |
True |
True |
False |
False |
True |
False |
True |
Yomi Account Name |
One-to-Many Relationships
The following table shows the entities that are the referencing entity in a one-to-many relationship where the account entity is the referenced entity.
Relationship schema name | Referencing entity |
---|---|
account_parent_account |
account |
account_master_account |
account |
account_activity_parties |
activityparty |
Account_ActivityPointers |
activitypointer |
Account_Annotation |
annotation |
Account_Appointments |
appointment |
Account_AsyncOperations |
asyncoperation |
Account_BulkDeleteFailures |
bulkdeletefailure |
SourceAccount_BulkOperationLogs |
bulkoperationlog |
CreatedAccount_BulkOperationLogs2 |
bulkoperationlog |
account_connections1 |
connection |
account_connections2 |
connection |
contact_customer_accounts |
contact |
contract_billingcustomer_accounts |
contract |
contract_customer_accounts |
contract |
contractlineitem_customer_accounts |
contractdetail |
Account_CustomerAddress |
customeraddress |
account_customer_opportunity_roles |
customeropportunityrole |
account_customer_relationship_customer |
customerrelationship |
account_customer_relationship_partner |
customerrelationship |
Account_DuplicateBaseRecord |
duplicaterecord |
Account_DuplicateMatchingRecord |
duplicaterecord |
Account_Emails |
|
Account_Faxes |
fax |
incident_customer_accounts |
incident |
invoice_customer_accounts |
invoice |
lead_customer_accounts |
lead |
lead_parent_account |
lead |
Account_Letters |
letter |
opportunity_customer_accounts |
opportunity |
opportunity_parent_account |
opportunity |
Account_Phonecalls |
phonecall |
account_PostFollows |
postfollow |
account_PostRegardings |
postregarding |
account_PostRoles |
postrole |
account_principalobjectattributeaccess |
principalobjectattributeaccess |
Account_ProcessSessions |
processsession |
quote_customer_accounts |
quote |
Account_RecurringAppointmentMasters |
recurringappointmentmaster |
order_customer_accounts |
salesorder |
Account_ServiceAppointments |
serviceappointment |
Account_SharepointDocumentLocation |
sharepointdocumentlocation |
Account_Tasks |
task |
userentityinstancedata_account |
userentityinstancedata |
Many-to-Many Relationships
The following table shows the many-to-many relationships for the account entity.
Relationship schema name | Entity 1 | Entity 2 | Intersect entity name | Early binding class |
---|---|---|---|---|
accountleads_association |
account |
lead |
accountleads |
AccountLeads |
listaccount_association |
list |
account |
listmember |
ListMember |
For information about using intersect entities, see Retrieve Records for Many-To-Many Relationships Using Intersect Entities.
Many-to-One Relationships
The following table shows the entities that are the referenced entity in a many-to-one relationship where the account entity is the referencing entity.
Relationship schema name | Referenced entity |
---|---|
account_master_account |
account |
account_parent_account |
account |
business_unit_accounts |
businessunit |
account_primary_contact |
contact |
equipment_accounts |
equipment |
account_originating_lead |
lead |
owner_accounts |
owner |
price_level_accounts |
pricelevel |
service_accounts |
service |
system_user_accounts |
systemuser |
lk_accountbase_modifiedby |
systemuser |
user_accounts |
systemuser |
lk_accountbase_createdonbehalfby |
systemuser |
lk_accountbase_createdby |
systemuser |
lk_accountbase_modifiedonbehalfby |
systemuser |
team_accounts |
team |
territory_accounts |
territory |
transactioncurrency_account |
transactioncurrency |
See Also
Reference
Account Entity Privileges
EntityMetadata
AttributeMetadata
OneToManyRelationshipMetadata
ManyToManyRelationshipMetadata
Concepts
Account Entity Messages and Methods
Account Entity OptionSet Attribute Metadata
Microsoft Dynamics CRM 2011
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