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/v9.0/accounts
Base Type
crmbaseentity
Display Name
Account
Primary Key
accountid
Primary Key Attribute
name
Operations Supported
POST GET PATCH DELETE

Properties

Properties represent fields of data stored in the entity.Some properties are read-only.

Name Type Details
accountcategorycode Edm.Int32

Select a category to indicate whether the customer account is standard or preferred.

Display Name: Category

Default Options
Value Label
1 Preferred Customer
2 Standard
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
Value Label
1 Default Value
accountid Edm.Guid

Unique identifier of the account.

Display Name: Account

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

accountratingcode Edm.Int32

Select a rating to indicate the value of the customer account.

Display Name: Account Rating

Default Options
Value Label
1 Default Value
address1_addressid Edm.Guid

Unique identifier for address 1.

Display Name: Address 1: ID

address1_addresstypecode Edm.Int32

Select the primary address type.

Display Name: Address 1: Address Type

Default Options
Value Label
1 Bill To
2 Ship To
3 Primary
4 Other
address1_city Edm.String

Type the city for the primary address.

Display Name: Address 1: City

address1_composite Edm.String

Shows the complete primary address.

Display Name: Address 1

Read Only
address1_country Edm.String

Type the country or region for the primary address.

Display Name: Address 1: Country/Region

address1_county Edm.String

Type the county for the primary address.

Display Name: Address 1: County

address1_fax Edm.String

Type the fax number associated with the primary address.

Display Name: Address 1: Fax

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
Value Label
1 FOB
2 No Charge
address1_latitude Edm.Double

Type the latitude value for the primary address for use in mapping and other applications.

Display Name: Address 1: Latitude

address1_line1 Edm.String

Type the first line of the primary address.

Display Name: Address 1: Street 1

address1_line2 Edm.String

Type the second line of the primary address.

Display Name: Address 1: Street 2

address1_line3 Edm.String

Type the third line of the primary address.

Display Name: Address 1: Street 3

address1_longitude Edm.Double

Type the longitude value for the primary address for use in mapping and other applications.

Display Name: Address 1: Longitude

address1_name Edm.String

Type a descriptive name for the primary address, such as Corporate Headquarters.

Display Name: Address 1: Name

address1_postalcode Edm.String

Type the ZIP Code or postal code for the primary address.

Display Name: Address 1: ZIP/Postal Code

address1_postofficebox Edm.String

Type the post office box number of the primary address.

Display Name: Address 1: Post Office Box

address1_primarycontactname Edm.String

Type the name of the main contact at the account's primary address.

Display Name: Address 1: Primary Contact Name

address1_shippingmethodcode Edm.Int32

Select a shipping method for deliveries sent to this address.

Display Name: Address 1: Shipping Method

Default Options
Value Label
1 Airborne
2 DHL
3 FedEx
4 UPS
5 Postal Mail
6 Full Load
7 Will Call
address1_stateorprovince Edm.String

Type the state or province of the primary address.

Display Name: Address 1: State/Province

address1_telephone1 Edm.String

Type the main phone number associated with the primary address.

Display Name: Address Phone

address1_telephone2 Edm.String

Type a second phone number associated with the primary address.

Display Name: Address 1: Telephone 2

address1_telephone3 Edm.String

Type a third phone number associated with the primary address.

Display Name: Address 1: Telephone 3

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

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

address2_addressid Edm.Guid

Unique identifier for address 2.

Display Name: Address 2: ID

address2_addresstypecode Edm.Int32

Select the secondary address type.

Display Name: Address 2: Address Type

Default Options
Value Label
1 Default Value
address2_city Edm.String

Type the city for the secondary address.

Display Name: Address 2: City

address2_composite Edm.String

Shows the complete secondary address.

Display Name: Address 2

Read Only
address2_country Edm.String

Type the country or region for the secondary address.

Display Name: Address 2: Country/Region

address2_county Edm.String

Type the county for the secondary address.

Display Name: Address 2: County

address2_fax Edm.String

Type the fax number associated with the secondary address.

Display Name: Address 2: Fax

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
Value Label
1 Default Value
address2_latitude Edm.Double

Type the latitude value for the secondary address for use in mapping and other applications.

Display Name: Address 2: Latitude

address2_line1 Edm.String

Type the first line of the secondary address.

Display Name: Address 2: Street 1

address2_line2 Edm.String

Type the second line of the secondary address.

Display Name: Address 2: Street 2

address2_line3 Edm.String

Type the third line of the secondary address.

Display Name: Address 2: Street 3

address2_longitude Edm.Double

Type the longitude value for the secondary address for use in mapping and other applications.

Display Name: Address 2: Longitude

address2_name Edm.String

Type a descriptive name for the secondary address, such as Corporate Headquarters.

Display Name: Address 2: Name

address2_postalcode Edm.String

Type the ZIP Code or postal code for the secondary address.

Display Name: Address 2: ZIP/Postal Code

address2_postofficebox Edm.String

Type the post office box number of the secondary address.

Display Name: Address 2: Post Office Box

address2_primarycontactname Edm.String

Type the name of the main contact at the account's secondary address.

Display Name: Address 2: Primary Contact Name

address2_shippingmethodcode Edm.Int32

Select a shipping method for deliveries sent to this address.

Display Name: Address 2: Shipping Method

Default Options
Value Label
1 Default Value
address2_stateorprovince Edm.String

Type the state or province of the secondary address.

Display Name: Address 2: State/Province

address2_telephone1 Edm.String

Type the main phone number associated with the secondary address.

Display Name: Address 2: Telephone 1

address2_telephone2 Edm.String

Type a second phone number associated with the secondary address.

Display Name: Address 2: Telephone 2

address2_telephone3 Edm.String

Type a third phone number associated with the secondary address.

Display Name: Address 2: Telephone 3

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

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

aging30 Edm.Decimal

For system use only.

Display Name: Aging 30

Read Only
aging30_base Edm.Decimal

The base currency equivalent of the aging 30 field.

Display Name: Aging 30 (Base)

Read Only
aging60 Edm.Decimal

For system use only.

Display Name: Aging 60

Read Only
aging60_base Edm.Decimal

The base currency equivalent of the aging 60 field.

Display Name: Aging 60 (Base)

Read Only
aging90 Edm.Decimal

For system use only.

Display Name: Aging 90

Read Only
aging90_base Edm.Decimal

The base currency equivalent of the aging 90 field.

Display Name: Aging 90 (Base)

Read Only
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
Value Label
1 Default Value
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
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

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
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
Value Label
1 Yes
0 No
customersizecode Edm.Int32

Select the size category or range of the account for segmentation and reporting purposes.

Display Name: Customer Size

Default Options
Value Label
1 Default Value
customertypecode Edm.Int32

Select the category that best describes the relationship between the account and your organization.

Display Name: Relationship Type

Default Options
Value Label
1 Competitor
2 Consultant
3 Customer
4 Investor
5 Partner
6 Influencer
7 Press
8 Prospect
9 Reseller
10 Supplier
11 Vendor
12 Other
description Edm.String

Type additional information to describe the account, such as an excerpt from the company's website.

Display Name: Description

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
Value Label
1 Do Not Allow
0 Allow
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
Value Label
1 Yes
0 No
donotemail Edm.Boolean

Select whether the account allows direct email sent from Microsoft Dynamics 365.

Display Name: Do not allow Emails

Default Options
Value Label
1 Do Not Allow
0 Allow
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
Value Label
1 Do Not Allow
0 Allow
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
Value Label
1 Do Not Allow
0 Allow
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
Value Label
1 Do Not Allow
0 Allow
donotsendmm Edm.Boolean

Select whether the account accepts marketing materials, such as brochures or catalogs.

Display Name: Send Marketing Materials

Default Options
Value Label
1 Do Not Send
0 Send
emailaddress1 Edm.String

Type the primary email address for the account.

Display Name: Email

emailaddress2 Edm.String

Type the secondary email address for the account.

Display Name: Email Address 2

emailaddress3 Edm.String

Type an alternate email address for the account.

Display Name: Email Address 3

entityimage Edm.Binary

Shows the default image for the record.

Display Name: Default Image

entityimage_timestamp Edm.Int64
Read Only
entityimage_url Edm.String
Read Only
entityimageid Edm.Guid

For internal use only.

Display Name: Entity Image Id

Read Only
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
fax Edm.String

Type the fax number for the account.

Display Name: Fax

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
Value Label
1 Allow
0 Do Not Allow
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

importsequencenumber Edm.Int32

Unique identifier of the data import or data migration that created this record.

Display Name: Import Sequence Number

industrycode Edm.Int32

Select the account's primary industry for use in marketing segmentation and demographic analysis.

Display Name: Industry

Default Options
Value Label
1 Accounting
2 Agriculture and Non-petrol Natural Resource Extraction
3 Broadcasting Printing and Publishing
4 Brokers
5 Building Supply Retail
6 Business Services
7 Consulting
8 Consumer Services
9 Design, Direction and Creative Management
10 Distributors, Dispatchers and Processors
11 Doctor's Offices and Clinics
12 Durable Manufacturing
13 Eating and Drinking Places
14 Entertainment Retail
15 Equipment Rental and Leasing
16 Financial
17 Food and Tobacco Processing
18 Inbound Capital Intensive Processing
19 Inbound Repair and Services
20 Insurance
21 Legal Services
22 Non-Durable Merchandise Retail
23 Outbound Consumer Service
24 Petrochemical Extraction and Distribution
25 Service Retail
26 SIG Affiliations
27 Social Services
28 Special Outbound Trade Contractors
29 Specialty Realty
30 Transportation
31 Utility Creation and Distribution
32 Vehicle Retail
33 Wholesale
lastonholdtime Edm.DateTimeOffset

Contains the date and time stamp of the last on hold time.

Display Name: Last On Hold Time

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

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

marketcap_base Edm.Decimal

Shows the market capitalization converted to the system's default base currency.

Display Name: Market Capitalization (Base)

Read Only
marketingonly Edm.Boolean

Whether is only for marketing

Display Name: Marketing Only

Default Options
Value Label
1 Yes
0 No
merged Edm.Boolean

Shows whether the account has been merged with another account.

Display Name: Merged

Read Only
Default Options
Value Label
1 Yes
0 No
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
ms_newsandsocialid Edm.String

Display Name: News ID

ms_traceid Edm.String

Display Name: Trace ID

ms_tweetsaboutdate Edm.String

Display Name: Tweets About Date

ms_tweetsfromdate Edm.String

Display Name: Tweets From Date

msdyn_externalaccountid Edm.String

External Account ID from other systems.

Display Name: External ID

msdyn_taxexempt Edm.Boolean

Select whether the account is tax exempt.

Display Name: Tax Exempt

Default Options
Value Label
1 Yes
0 No
msdyn_taxexemptnumber Edm.String

Shows the government tax exempt number.

Display Name: Tax Exempt Number

msdyn_travelcharge Edm.Decimal

Enter the travel charge to include on work orders. This value will be multiplied by the travel charge type.

Display Name: Travel Charge

msdyn_travelcharge_base Edm.Decimal

Value of the Travel Charge in base currency.

Display Name: Travel Charge (Base)

Read Only
msdyn_travelchargetype Edm.Int32

Specify how travel is charged for this account.

Display Name: Travel Charge Type

Default Options
Value Label
690970000 Hourly
690970001 Mileage
690970002 Fixed
690970003 None
msdyn_workorderinstructions Edm.String

Shows the default instructions to show on new work orders.

Display Name: Work Order Instructions

name Edm.String

Type the company or business name.

Display Name: Account Name

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

onholdtime Edm.Int32

Shows how long, in minutes, that the record was on hold.

Display Name: On Hold Time (Minutes)

Read Only
opendeals Edm.Int32

Number of open opportunities against an account and its child accounts.

Display Name: Open Deals

Read Only
Is Computed
opendeals_date Edm.DateTimeOffset

Last Updated time of rollup field Open Deals.

Display Name: Open Deals (Last Updated On)

Read Only
opendeals_state Edm.Int32

State of rollup field Open Deals.

Display Name: Open Deals (State)

Read Only
openrevenue Edm.Decimal

Sum of open revenue against an account and its child accounts.

Display Name: Open Revenue

Read Only
Is Computed
openrevenue_base Edm.Decimal

Value of the Open Revenue in base currency.

Display Name: Open Revenue (Base)

Read Only
Is Computed
openrevenue_date Edm.DateTimeOffset

Last Updated time of rollup field Open Revenue.

Display Name: Open Revenue (Last Updated On)

Read Only
openrevenue_state Edm.Int32

State of rollup field Open Revenue.

Display Name: Open Revenue (State)

Read Only
overriddencreatedon Edm.DateTimeOffset

Date and time that the record was migrated.

Display Name: Record Created On

ownershipcode Edm.Int32

Select the account's ownership structure, such as public or private.

Display Name: Ownership

Default Options
Value Label
1 Public
2 Private
3 Subsidiary
4 Other
participatesinworkflow Edm.Boolean

For system use only. Legacy Microsoft Dynamics CRM 3.0 workflow data.

Display Name: Participates in Workflow

Default Options
Value Label
1 Yes
0 No
paymenttermscode Edm.Int32

Select the payment terms to indicate when the customer needs to pay the total amount.

Display Name: Payment Terms

Default Options
Value Label
1 Net 30
2 2% 10, Net 30
3 Net 45
4 Net 60
preferredappointmentdaycode Edm.Int32

Select the preferred day of the week for service appointments.

Display Name: Preferred Day

Default Options
Value Label
0 Sunday
1 Monday
2 Tuesday
3 Wednesday
4 Thursday
5 Friday
6 Saturday
preferredappointmenttimecode Edm.Int32

Select the preferred time of day for service appointments.

Display Name: Preferred Time

Default Options
Value Label
1 Morning
2 Afternoon
3 Evening
preferredcontactmethodcode Edm.Int32

Select the preferred method of contact.

Display Name: Preferred Method of Contact

Default Options
Value Label
1 Any
2 Email
3 Phone
4 Fax
5 Mail
primarysatoriid Edm.String

Primary Satori ID for Account

Display Name: Primary Satori ID

primarytwitterid Edm.String

Primary Twitter ID for Account

Display Name: Primary Twitter ID

processid Edm.Guid

Shows the ID of the process.

Display Name: Process

revenue Edm.Decimal

Type the annual revenue for the account, used as an indicator in financial performance analysis.

Display Name: Annual Revenue

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
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

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
Value Label
1 Default Value
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

stageid Edm.Guid

Shows the ID of the stage.

Display Name: Process Stage

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
Value Label
0 Active
1 Inactive
statuscode Edm.Int32

Select the account's status.

Display Name: Status Reason

Default Options
Value Label
1 Active
2 Inactive
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

telephone1 Edm.String

Type the main phone number for this account.

Display Name: Main Phone

telephone2 Edm.String

Type a second phone number for this account.

Display Name: Other Phone

telephone3 Edm.String

Type a third phone number for this account.

Display Name: Telephone 3

territorycode Edm.Int32

Select a region or territory for the account for use in segmentation and analysis.

Display Name: Territory Code

Default Options
Value Label
1 Default Value
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

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
timezoneruleversionnumber Edm.Int32

For internal use only.

Display Name: Time Zone Rule Version Number

traversedpath Edm.String

For internal use only.

Display Name: Traversed Path

utcconversiontimezonecode Edm.Int32

Time zone code that was in use when the record was created.

Display Name: UTC Conversion Time Zone Code

versionnumber Edm.Int64

Version number of the account.

Display Name: Version Number

Read Only
websiteurl Edm.String

Type the account's website URL to get quick details about the company profile.

Display Name: Website

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 Retrieve data about lookup properties.

Name Single-valued navigation property Description
_createdby_value createdby

Shows who created the record.

_createdbyexternalparty_value createdby

Shows the external party who created the record.

_createdonbehalfby_value createdonbehalfby

Shows who created the record on behalf of another user.

_defaultpricelevelid_value defaultpricelevelid

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.

_masterid_value masterid

Shows the master account that the account was merged with.

_modifiedby_value modifiedby

Shows who last updated the record.

_modifiedbyexternalparty_value createdby

Shows the external party who modified the record.

_modifiedonbehalfby_value modifiedonbehalfby

Shows who created the record on behalf of another user.

_msdyn_billingaccount_value msdyn_billingaccount_account

Reference to an other account to be used for billing (only to be used if billing account differs)

_msdyn_preferredresource_value msdyn_PreferredResource
_msdyn_salestaxcode_value msdyn_salestaxcode

Default Sales Tax Code

_msdyn_serviceterritory_value msdyn_serviceterritory

The Service Territory this account belongs to. This is used to optimize scheduling and routing

_originatingleadid_value originatingleadid

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.

_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.

_preferredequipmentid_value preferredequipmentid

Choose the account's preferred service facility or equipment to make sure services are scheduled correctly for the customer.

_preferredserviceid_value preferredserviceid

Choose the account's preferred service for reference when you schedule service activities.

_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 slaid_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.

_territoryid_value territoryid

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.

_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
createdby systemuser lk_accountbase_createdby
createdonbehalfby systemuser lk_accountbase_createdonbehalfby
defaultpricelevelid pricelevel price_level_accounts
masterid account account_master_account
modifiedby systemuser lk_accountbase_modifiedby
modifiedonbehalfby systemuser lk_accountbase_modifiedonbehalfby
msdyn_billingaccount_account account msdyn_account_account_BillingAccount
msdyn_PreferredResource bookableresource msdyn_bookableresource_account_PreferredResource
msdyn_salestaxcode msdyn_taxcode msdyn_msdyn_taxcode_account_SalesTaxCode
msdyn_serviceterritory territory msdyn_territory_account_ServiceTerritory
originatingleadid lead account_originating_lead
ownerid principal owner_accounts
owningbusinessunit businessunit business_unit_accounts
owningteam team team_accounts
owninguser systemuser user_accounts
parentaccountid account account_parent_account
preferredequipmentid equipment equipment_accounts
preferredserviceid service service_accounts
preferredsystemuserid systemuser system_user_accounts
primarycontactid contact account_primary_contact
slaid_sla sla manualsla_account
slainvokedid_account_sla sla sla_account
stageid_processstage processstage processstage_account
territoryid territory territory_accounts
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_Annotation annotation objectid_account
Account_Appointments appointment regardingobjectid_account_appointment
Account_AsyncOperations asyncoperation regardingobjectid_account
account_bookableresource_AccountId bookableresource AccountId
Account_BulkDeleteFailures bulkdeletefailure regardingobjectid_account
account_BulkOperations bulkoperation regardingobjectid_account_bulkoperation
account_CampaignActivities campaignactivity regardingobjectid_account_campaignactivity
account_CampaignResponses campaignresponse regardingobjectid_account_campaignresponse
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 email emailsender_account
Account_Email_SendersAccount email sendersaccount
Account_Emails email regardingobjectid_account_email
account_entitlement_Account entitlement accountid
account_entitlement_Customer entitlement customerid_account
Account_Faxes fax regardingobjectid_account_fax
account_IncidentResolutions incidentresolution regardingobjectid_account_incidentresolution
Account_Letters letter regardingobjectid_account_letter
Account_MailboxTrackingFolder mailboxtrackingfolder regardingobjectid_account
account_master_account account masterid
account_msdyn_approvals msdyn_approval regardingobjectid_account_msdyn_approval
account_msdyn_bookingalerts msdyn_bookingalert regardingobjectid_account_msdyn_bookingalert
account_OpportunityCloses opportunityclose regardingobjectid_account_opportunityclose
account_OrderCloses orderclose regardingobjectid_account_orderclose
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_QuoteCloses quoteclose regardingobjectid_account_quoteclose
Account_RecurringAppointmentMasters recurringappointmentmaster regardingobjectid_account_recurringappointmentmaster
Account_ServiceAppointments serviceappointment regardingobjectid_account_serviceappointment
Account_SharepointDocumentLocation sharepointdocumentlocation regardingobjectid_account
Account_SocialActivities socialactivity regardingobjectid_account_socialactivity
Account_SyncErrors syncerror regardingobjectid_account_syncerror
Account_Tasks task regardingobjectid_account_task
accountleads_association lead accountleads_association
contact_customer_accounts contact parentcustomerid_account
contract_billingcustomer_accounts contract billingcustomerid_account
contract_customer_accounts contract customerid_account
contractlineitem_customer_accounts contractdetail customerid_account
CreatedAccount_BulkOperationLogs2 bulkoperationlog createdobjectid_account
incident_customer_accounts incident customerid_account
invoice_customer_accounts invoice customerid_account
lead_customer_accounts lead customerid_account
lead_parent_account lead parentaccountid
listaccount_association list listaccount_association
ms_account_ms_newsitem ms_newsitem ms_AccountId
ms_account_ms_satori ms_satori ms_AccountId
msdyn_account_account_BillingAccount account msdyn_billingaccount_account
msdyn_account_msdyn_accountpricelist_Account msdyn_accountpricelist msdyn_Account
msdyn_account_msdyn_actual_AccountCustomer msdyn_actual msdyn_AccountCustomer
msdyn_account_msdyn_actual_AccountVendor msdyn_actual msdyn_AccountVendor
msdyn_account_msdyn_actual_ServiceAccount msdyn_actual msdyn_ServiceAccount
msdyn_account_msdyn_agreement_BillingAccount msdyn_agreement msdyn_billingaccount
msdyn_account_msdyn_agreement_ServiceAccount msdyn_agreement msdyn_serviceaccount
msdyn_account_msdyn_customerasset_Account msdyn_customerasset msdyn_account
msdyn_account_msdyn_estimateline_AccountCustomer msdyn_estimateline msdyn_AccountCustomer
msdyn_account_msdyn_estimateline_AccountVendor msdyn_estimateline msdyn_AccountVendor
msdyn_account_msdyn_fact_AccountCustomer msdyn_fact msdyn_AccountCustomer
msdyn_account_msdyn_fact_AccountVendor msdyn_fact msdyn_AccountVendor
msdyn_account_msdyn_invoicelinetransaction_AccountCustomer msdyn_invoicelinetransaction msdyn_AccountCustomer
msdyn_account_msdyn_invoicelinetransaction_AccountVendor msdyn_invoicelinetransaction msdyn_AccountVendor
msdyn_account_msdyn_iotdevice_Account msdyn_iotdevice msdyn_Account
msdyn_account_msdyn_journalline_AccountCustomer msdyn_journalline msdyn_AccountCustomer
msdyn_account_msdyn_journalline_AccountVendor msdyn_journalline msdyn_AccountVendor
msdyn_account_msdyn_opportunitylinetransaction_AccountCustomer msdyn_opportunitylinetransaction msdyn_AccountCustomer
msdyn_account_msdyn_opportunitylinetransaction_AccountVendor msdyn_opportunitylinetransaction msdyn_AccountVendor
msdyn_account_msdyn_orderlinetransaction_AccountCustomer msdyn_orderlinetransaction msdyn_AccountCustomer
msdyn_account_msdyn_orderlinetransaction_AccountVendor msdyn_orderlinetransaction msdyn_AccountVendor
msdyn_account_msdyn_payment_Account msdyn_payment msdyn_account
msdyn_account_msdyn_project_Customer msdyn_project msdyn_customer
msdyn_account_msdyn_purchaseorder_Vendor msdyn_purchaseorder msdyn_vendor
msdyn_account_msdyn_quotelinetransaction_AccountCustomer msdyn_quotelinetransaction msdyn_AccountCustomer
msdyn_account_msdyn_quotelinetransaction_AccountVendor msdyn_quotelinetransaction msdyn_AccountVendor
msdyn_account_msdyn_requirementresourcepreference_Account msdyn_requirementresourcepreference msdyn_Account
msdyn_account_msdyn_rma_BillingAccount msdyn_rma msdyn_billingaccount
msdyn_account_msdyn_rma_ServiceAccount msdyn_rma msdyn_serviceaccount
msdyn_account_msdyn_rmaproduct_Changeownership msdyn_rmaproduct msdyn_changeownership
msdyn_account_msdyn_rmaproduct_ReturntoVendor msdyn_rmaproduct msdyn_returntovendor
msdyn_account_msdyn_rtv_Vendor msdyn_rtv msdyn_vendor
msdyn_account_msdyn_workorder_BillingAccount msdyn_workorder msdyn_billingaccount
msdyn_account_msdyn_workorder_ServiceAccount msdyn_workorder msdyn_serviceaccount
msdyn_account_msdyn_workorderresourcerestriction_Account msdyn_workorderresourcerestriction msdyn_Account
msdyn_account_opportunityproduct_ServiceAccount opportunityproduct msdyn_serviceaccount
msdyn_account_product_DefaultVendor product msdyn_defaultvendor
msdyn_account_quote_Account quote msdyn_account
msdyn_account_quotedetail_ServiceAccount quotedetail msdyn_ServiceAccount
msdyn_account_salesorder_Account salesorder msdyn_account
opportunity_customer_accounts opportunity customerid_account
opportunity_parent_account opportunity parentaccountid
order_customer_accounts salesorder customerid_account
quote_customer_accounts quote customerid_account
slakpiinstance_account slakpiinstance regarding_account
SocialActivity_PostAuthor_accounts socialactivity postauthor_account
SocialActivity_PostAuthorAccount_accounts socialactivity postauthoraccount_account
Socialprofile_customer_accounts socialprofile customerid_account
SourceAccount_BulkOperationLogs bulkoperationlog regardingobjectid_account

Operations

The following operations can be used with the account entity type.

Name Binding
GrantAccess Not Bound
Merge Not Bound
ModifyAccess Not Bound
RetrievePrincipalAccess Not Bound
RetrieveSharedPrincipalsAndAccess Not Bound
RevokeAccess Not Bound
Rollup Not Bound

Solutions

The following solutions include the account entity type.

Name Description
App for Outlook
Field Service Microsoft Dynamics 365 for Field Service allows organizations of any size to deliver intelligent, world class field service, managing all aspects of the end-to-end field service management cycle. Features include scheduling, mobile, asset management, inventory control, customer notifications, and resource utilization controls that help maximize efficiency and minimize costs.
Unified Resource Scheduling Unified scheduling solution provides the infrastructure to express resource requirements for any entity in the system and help staff those requirements with resources based on the availability and applicability of the resource for the requirement.
Application Common For internal use only.
Lead Management Dynamics 365 workload for lead management.
Marketing Dynamics 365 workload for marketing and enterprise.
Marketing Sales For internal use only.
Product Management Dynamics 365 workload for product management.
Sales Dynamics 365 workload for sales.
Service Dynamics 365 workload for service.
Project Service Automation Microsoft Dynamics 365 for Project Service Automation is an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget. Project Service gives you the tools you need to: Estimate, quote, and contract work; Plan and assign resources; Enable team collaboration; Capture time, expense, and progress data for real-time insights and accurate invoicing.
System Solution Internal CRM System Solution

See also