Microsoft Dynamics 365 · Schema
Microsoft Dynamics 365 Account
Business that represents a customer or potential customer. The company that is billed in business transactions. Based on the Microsoft Dataverse account entity (Microsoft.Dynamics.CRM.account).
Business ApplicationsCloudCRMEnterpriseERPMicrosoft
Properties
| Name | Type | Description |
|---|---|---|
| accountid | string | Unique identifier of the account. |
| name | string | The company or business name. This is the primary name column for the account entity. |
| accountnumber | string | ID number or code for the account to quickly search and identify the account in system views. |
| description | string | Additional information to describe the account, such as an excerpt from the company website. |
| emailaddress1 | string | Primary email address for the account. |
| emailaddress2 | string | Secondary email address for the account. |
| emailaddress3 | string | Alternate email address for the account. |
| telephone1 | string | Main phone number for this account. |
| telephone2 | string | Second phone number for this account. |
| telephone3 | string | Third phone number for this account. |
| fax | string | Fax number for the account. |
| websiteurl | string | Website URL for the account. |
| revenue | number | Annual revenue for the account, used as an indicator in financial performance analysis. |
| revenue_base | number | Annual revenue converted to the system default base currency. |
| numberofemployees | integer | Number of employees that work at the account for use in marketing segmentation and demographic analysis. |
| sic | string | Standard Industrial Classification (SIC) code that indicates the account primary industry of business. |
| tickersymbol | string | Stock exchange symbol for the account to track financial performance. |
| stockexchange | string | Stock exchange at which the account is listed. |
| industrycode | integer | Primary industry for the account for use in marketing segmentation and demographic analysis. |
| ownershipcode | integer | Ownership structure of the account. |
| accountcategorycode | integer | Category indicating whether the customer account is standard or preferred. |
| accountclassificationcode | integer | Classification code indicating the potential value of the customer account. |
| accountratingcode | integer | Rating to indicate the value of the customer account. |
| customertypecode | integer | Category describing the relationship between the account and your organization. |
| customersizecode | integer | Size category of the account for segmentation and reporting purposes. |
| businesstypecode | integer | Legal designation or other business type of the account for contracts or reporting purposes. |
| preferredcontactmethodcode | integer | Preferred method of contact. |
| paymenttermscode | integer | Payment terms indicating when the customer needs to pay the total amount. |
| shippingmethodcode | integer | Shipping method for deliveries sent to the account address. |
| creditlimit | number | Credit limit of the account for reference when addressing invoice and accounting issues. |
| creditlimit_base | number | Credit limit converted to the system default base currency. |
| creditonhold | boolean | Whether the credit for the account is on hold. |
| donotemail | boolean | Whether the account allows direct email sent from Microsoft Dynamics 365. |
| donotphone | boolean | Whether the account allows phone calls. |
| donotfax | boolean | Whether the account allows faxes. |
| donotpostalmail | boolean | Whether the account allows direct mail. |
| donotbulkemail | boolean | Whether the account allows bulk email sent through campaigns. |
| donotbulkpostalmail | boolean | Whether the account allows bulk postal mail sent through marketing campaigns. |
| donotsendmm | boolean | Whether the account accepts marketing materials such as brochures or catalogs. |
| marketingonly | boolean | Whether the account is only for marketing purposes. |
| followemail | boolean | Whether to allow following email activity like opens, attachment views, and link clicks. |
| address1 | object | Primary address for the account. |
| address2 | object | Secondary address for the account. |
| marketcap | number | Market capitalization of the account, used as an indicator in financial performance analysis. |
| marketcap_base | number | Market capitalization converted to the system default base currency. |
| sharesoutstanding | integer | Number of shares available to the public for the account. |
| ftpsiteurl | string | URL for the account FTP site. |
| yominame | string | Phonetic spelling of the company name, if specified in Japanese. |
| statecode | integer | Whether the account is active or inactive. |
| statuscode | integer | Account status reason. |
| aging30 | number | Aging 30 value for system use. |
| aging60 | number | Aging 60 value for system use. |
| aging90 | number | Aging 90 value for system use. |
| merged | boolean | Whether the account has been merged with another account. |
| _primarycontactid_value | string | Primary contact for the account. |
| _parentaccountid_value | string | Parent account associated with this account. |
| _masterid_value | string | Master account that the account was merged with. |
| _transactioncurrencyid_value | string | Local currency for the record. |
| _ownerid_value | string | User or team assigned to manage the record. |
| _owningbusinessunit_value | string | Business unit that the record owner belongs to. |
| _owningteam_value | string | Team that owns the account. |
| _owninguser_value | string | User that owns the account. |
| _preferredsystemuserid_value | string | Preferred service representative for the account. |
| _slaid_value | string | Service level agreement applied to the account. |
| _createdby_value | string | User who created the record. |
| _createdonbehalfby_value | string | User who created the record on behalf of another user. |
| _modifiedby_value | string | User who last updated the record. |
| _modifiedonbehalfby_value | string | User who last updated the record on behalf of another user. |
| createdon | string | Date and time when the record was created. |
| modifiedon | string | Date and time when the record was last updated. |
| versionnumber | integer | Version number of the account. |
| exchangerate | number | Conversion rate of the record currency. |
| participatesinworkflow | boolean | For system use only. Legacy Microsoft Dynamics CRM 3.0 workflow data. |
| processid | string | ID of the process associated with the account. |
| importsequencenumber | integer | Unique identifier of the data import or data migration that created this record. |
| overriddencreatedon | string | Date and time that the record was migrated. |
| lastonholdtime | string | Date and time stamp of the last on hold time. |
| lastusedincampaign | string | Date when the account was last included in a marketing campaign or quick campaign. |
| onholdtime | integer | How long, in minutes, that the record was on hold. |
JSON Schema
{
"$id": "https://github.com/api-search/microsoft-dynamics-365/blob/main/json-schema/microsoft-dynamics-365-account-schema.json",
"$schema": "https://json-schema.org/draft/2020-12/schema",
"title": "Microsoft Dynamics 365 Account",
"description": "Business that represents a customer or potential customer. The company that is billed in business transactions. Based on the Microsoft Dataverse account entity (Microsoft.Dynamics.CRM.account).",
"type": "object",
"required": [
"name"
],
"properties": {
"accountid": {
"type": "string",
"format": "uuid",
"description": "Unique identifier of the account.",
"readOnly": true
},
"name": {
"type": "string",
"maxLength": 160,
"description": "The company or business name. This is the primary name column for the account entity."
},
"accountnumber": {
"type": "string",
"maxLength": 20,
"description": "ID number or code for the account to quickly search and identify the account in system views."
},
"description": {
"type": "string",
"description": "Additional information to describe the account, such as an excerpt from the company website."
},
"emailaddress1": {
"type": "string",
"format": "email",
"maxLength": 100,
"description": "Primary email address for the account."
},
"emailaddress2": {
"type": "string",
"format": "email",
"maxLength": 100,
"description": "Secondary email address for the account."
},
"emailaddress3": {
"type": "string",
"format": "email",
"maxLength": 100,
"description": "Alternate email address for the account."
},
"telephone1": {
"type": "string",
"maxLength": 50,
"description": "Main phone number for this account."
},
"telephone2": {
"type": "string",
"maxLength": 50,
"description": "Second phone number for this account."
},
"telephone3": {
"type": "string",
"maxLength": 50,
"description": "Third phone number for this account."
},
"fax": {
"type": "string",
"maxLength": 50,
"description": "Fax number for the account."
},
"websiteurl": {
"type": "string",
"format": "uri",
"maxLength": 200,
"description": "Website URL for the account."
},
"revenue": {
"type": "number",
"description": "Annual revenue for the account, used as an indicator in financial performance analysis."
},
"revenue_base": {
"type": "number",
"description": "Annual revenue converted to the system default base currency.",
"readOnly": true
},
"numberofemployees": {
"type": "integer",
"description": "Number of employees that work at the account for use in marketing segmentation and demographic analysis."
},
"sic": {
"type": "string",
"maxLength": 20,
"description": "Standard Industrial Classification (SIC) code that indicates the account primary industry of business."
},
"tickersymbol": {
"type": "string",
"maxLength": 10,
"description": "Stock exchange symbol for the account to track financial performance."
},
"stockexchange": {
"type": "string",
"maxLength": 20,
"description": "Stock exchange at which the account is listed."
},
"industrycode": {
"type": "integer",
"description": "Primary industry for the account for use in marketing segmentation and demographic analysis.",
"enum": [1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33],
"x-enum-descriptions": {
"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"
}
},
"ownershipcode": {
"type": "integer",
"description": "Ownership structure of the account.",
"enum": [1, 2, 3, 4],
"x-enum-descriptions": {
"1": "Public",
"2": "Private",
"3": "Subsidiary",
"4": "Other"
}
},
"accountcategorycode": {
"type": "integer",
"description": "Category indicating whether the customer account is standard or preferred.",
"enum": [1, 2],
"x-enum-descriptions": {
"1": "Preferred Customer",
"2": "Standard"
}
},
"accountclassificationcode": {
"type": "integer",
"description": "Classification code indicating the potential value of the customer account."
},
"accountratingcode": {
"type": "integer",
"description": "Rating to indicate the value of the customer account."
},
"customertypecode": {
"type": "integer",
"description": "Category describing the relationship between the account and your organization.",
"enum": [1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12],
"x-enum-descriptions": {
"1": "Competitor",
"2": "Consultant",
"3": "Customer",
"4": "Investor",
"5": "Partner",
"6": "Influencer",
"7": "Press",
"8": "Prospect",
"9": "Reseller",
"10": "Supplier",
"11": "Vendor",
"12": "Other"
}
},
"customersizecode": {
"type": "integer",
"description": "Size category of the account for segmentation and reporting purposes."
},
"businesstypecode": {
"type": "integer",
"description": "Legal designation or other business type of the account for contracts or reporting purposes."
},
"preferredcontactmethodcode": {
"type": "integer",
"description": "Preferred method of contact.",
"enum": [1, 2, 3, 4, 5],
"x-enum-descriptions": {
"1": "Any",
"2": "Email",
"3": "Phone",
"4": "Fax",
"5": "Mail"
}
},
"paymenttermscode": {
"type": "integer",
"description": "Payment terms indicating when the customer needs to pay the total amount.",
"enum": [1, 2, 3, 4],
"x-enum-descriptions": {
"1": "Net 30",
"2": "2% 10, Net 30",
"3": "Net 45",
"4": "Net 60"
}
},
"shippingmethodcode": {
"type": "integer",
"description": "Shipping method for deliveries sent to the account address."
},
"creditlimit": {
"type": "number",
"description": "Credit limit of the account for reference when addressing invoice and accounting issues."
},
"creditlimit_base": {
"type": "number",
"description": "Credit limit converted to the system default base currency.",
"readOnly": true
},
"creditonhold": {
"type": "boolean",
"description": "Whether the credit for the account is on hold."
},
"donotemail": {
"type": "boolean",
"description": "Whether the account allows direct email sent from Microsoft Dynamics 365."
},
"donotphone": {
"type": "boolean",
"description": "Whether the account allows phone calls."
},
"donotfax": {
"type": "boolean",
"description": "Whether the account allows faxes."
},
"donotpostalmail": {
"type": "boolean",
"description": "Whether the account allows direct mail."
},
"donotbulkemail": {
"type": "boolean",
"description": "Whether the account allows bulk email sent through campaigns."
},
"donotbulkpostalmail": {
"type": "boolean",
"description": "Whether the account allows bulk postal mail sent through marketing campaigns."
},
"donotsendmm": {
"type": "boolean",
"description": "Whether the account accepts marketing materials such as brochures or catalogs."
},
"marketingonly": {
"type": "boolean",
"description": "Whether the account is only for marketing purposes."
},
"followemail": {
"type": "boolean",
"description": "Whether to allow following email activity like opens, attachment views, and link clicks."
},
"address1": {
"type": "object",
"description": "Primary address for the account.",
"properties": {
"address1_addressid": {
"type": "string",
"format": "uuid",
"description": "Unique identifier for address 1."
},
"address1_name": {
"type": "string",
"maxLength": 200,
"description": "Descriptive name for the primary address, such as Corporate Headquarters."
},
"address1_line1": {
"type": "string",
"maxLength": 250,
"description": "First line of the primary address."
},
"address1_line2": {
"type": "string",
"maxLength": 250,
"description": "Second line of the primary address."
},
"address1_line3": {
"type": "string",
"maxLength": 250,
"description": "Third line of the primary address."
},
"address1_city": {
"type": "string",
"maxLength": 80,
"description": "City for the primary address."
},
"address1_stateorprovince": {
"type": "string",
"maxLength": 50,
"description": "State or province of the primary address."
},
"address1_postalcode": {
"type": "string",
"maxLength": 20,
"description": "ZIP Code or postal code for the primary address."
},
"address1_country": {
"type": "string",
"maxLength": 80,
"description": "Country or region for the primary address."
},
"address1_county": {
"type": "string",
"maxLength": 50,
"description": "County for the primary address."
},
"address1_telephone1": {
"type": "string",
"maxLength": 50,
"description": "Main phone number associated with the primary address."
},
"address1_telephone2": {
"type": "string",
"maxLength": 50,
"description": "Second phone number associated with the primary address."
},
"address1_telephone3": {
"type": "string",
"maxLength": 50,
"description": "Third phone number associated with the primary address."
},
"address1_fax": {
"type": "string",
"maxLength": 50,
"description": "Fax number associated with the primary address."
},
"address1_latitude": {
"type": "number",
"format": "double",
"description": "Latitude value for the primary address."
},
"address1_longitude": {
"type": "number",
"format": "double",
"description": "Longitude value for the primary address."
},
"address1_postofficebox": {
"type": "string",
"maxLength": 20,
"description": "Post office box number of the primary address."
},
"address1_primarycontactname": {
"type": "string",
"maxLength": 100,
"description": "Name of the main contact at the primary address."
},
"address1_addresstypecode": {
"type": "integer",
"description": "Primary address type.",
"enum": [1, 2, 3, 4],
"x-enum-descriptions": {
"1": "Bill To",
"2": "Ship To",
"3": "Primary",
"4": "Other"
}
},
"address1_shippingmethodcode": {
"type": "integer",
"description": "Shipping method for deliveries sent to the primary address.",
"enum": [1, 2, 3, 4, 5, 6, 7],
"x-enum-descriptions": {
"1": "Airborne",
"2": "DHL",
"3": "FedEx",
"4": "UPS",
"5": "Postal Mail",
"6": "Full Load",
"7": "Will Call"
}
},
"address1_freighttermscode": {
"type": "integer",
"description": "Freight terms for the primary address.",
"enum": [1, 2],
"x-enum-descriptions": {
"1": "FOB",
"2": "No Charge"
}
},
"address1_upszone": {
"type": "string",
"maxLength": 4,
"description": "UPS zone of the primary address."
},
"address1_utcoffset": {
"type": "integer",
"description": "UTC offset for the primary address time zone."
},
"address1_composite": {
"type": "string",
"description": "Complete primary address.",
"readOnly": true
}
}
},
"address2": {
"type": "object",
"description": "Secondary address for the account.",
"properties": {
"address2_addressid": {
"type": "string",
"format": "uuid",
"description": "Unique identifier for address 2."
},
"address2_name": {
"type": "string",
"maxLength": 200,
"description": "Descriptive name for the secondary address."
},
"address2_line1": {
"type": "string",
"maxLength": 250,
"description": "First line of the secondary address."
},
"address2_line2": {
"type": "string",
"maxLength": 250,
"description": "Second line of the secondary address."
},
"address2_line3": {
"type": "string",
"maxLength": 250,
"description": "Third line of the secondary address."
},
"address2_city": {
"type": "string",
"maxLength": 80,
"description": "City for the secondary address."
},
"address2_stateorprovince": {
"type": "string",
"maxLength": 50,
"description": "State or province of the secondary address."
},
"address2_postalcode": {
"type": "string",
"maxLength": 20,
"description": "ZIP Code or postal code for the secondary address."
},
"address2_country": {
"type": "string",
"maxLength": 80,
"description": "Country or region for the secondary address."
},
"address2_county": {
"type": "string",
"maxLength": 50,
"description": "County for the secondary address."
},
"address2_telephone1": {
"type": "string",
"maxLength": 50,
"description": "Main phone number associated with the secondary address."
},
"address2_fax": {
"type": "string",
"maxLength": 50,
"description": "Fax number associated with the secondary address."
},
"address2_latitude": {
"type": "number",
"format": "double",
"description": "Latitude value for the secondary address."
},
"address2_longitude": {
"type": "number",
"format": "double",
"description": "Longitude value for the secondary address."
},
"address2_composite": {
"type": "string",
"description": "Complete secondary address.",
"readOnly": true
}
}
},
"marketcap": {
"type": "number",
"description": "Market capitalization of the account, used as an indicator in financial performance analysis."
},
"marketcap_base": {
"type": "number",
"description": "Market capitalization converted to the system default base currency.",
"readOnly": true
},
"sharesoutstanding": {
"type": "integer",
"description": "Number of shares available to the public for the account."
},
"ftpsiteurl": {
"type": "string",
"format": "uri",
"description": "URL for the account FTP site."
},
"yominame": {
"type": "string",
"maxLength": 160,
"description": "Phonetic spelling of the company name, if specified in Japanese."
},
"statecode": {
"type": "integer",
"description": "Whether the account is active or inactive.",
"enum": [0, 1],
"x-enum-descriptions": {
"0": "Active",
"1": "Inactive"
}
},
"statuscode": {
"type": "integer",
"description": "Account status reason.",
"enum": [1, 2],
"x-enum-descriptions": {
"1": "Active",
"2": "Inactive"
}
},
"aging30": {
"type": "number",
"description": "Aging 30 value for system use.",
"readOnly": true
},
"aging60": {
"type": "number",
"description": "Aging 60 value for system use.",
"readOnly": true
},
"aging90": {
"type": "number",
"description": "Aging 90 value for system use.",
"readOnly": true
},
"merged": {
"type": "boolean",
"description": "Whether the account has been merged with another account.",
"readOnly": true
},
"_primarycontactid_value": {
"type": "string",
"format": "uuid",
"description": "Primary contact for the account.",
"readOnly": true
},
"_parentaccountid_value": {
"type": "string",
"format": "uuid",
"description": "Parent account associated with this account.",
"readOnly": true
},
"_masterid_value": {
"type": "string",
"format": "uuid",
"description": "Master account that the account was merged with.",
"readOnly": true
},
"_transactioncurrencyid_value": {
"type": "string",
"format": "uuid",
"description": "Local currency for the record.",
"readOnly": true
},
"_ownerid_value": {
"type": "string",
"format": "uuid",
"description": "User or team assigned to manage the record.",
"readOnly": true
},
"_owningbusinessunit_value": {
"type": "string",
"format": "uuid",
"description": "Business unit that the record owner belongs to.",
"readOnly": true
},
"_owningteam_value": {
"type": "string",
"format": "uuid",
"description": "Team that owns the account.",
"readOnly": true
},
"_owninguser_value": {
"type": "string",
"format": "uuid",
"description": "User that owns the account.",
"readOnly": true
},
"_preferredsystemuserid_value": {
"type": "string",
"format": "uuid",
"description": "Preferred service representative for the account.",
"readOnly": true
},
"_slaid_value": {
"type": "string",
"format": "uuid",
"description": "Service level agreement applied to the account.",
"readOnly": true
},
"_createdby_value": {
"type": "string",
"format": "uuid",
"description": "User who created the record.",
"readOnly": true
},
"_createdonbehalfby_value": {
"type": "string",
"format": "uuid",
"description": "User who created the record on behalf of another user.",
"readOnly": true
},
"_modifiedby_value": {
"type": "string",
"format": "uuid",
"description": "User who last updated the record.",
"readOnly": true
},
"_modifiedonbehalfby_value": {
"type": "string",
"format": "uuid",
"description": "User who last updated the record on behalf of another user.",
"readOnly": true
},
"createdon": {
"type": "string",
"format": "date-time",
"description": "Date and time when the record was created.",
"readOnly": true
},
"modifiedon": {
"type": "string",
"format": "date-time",
"description": "Date and time when the record was last updated.",
"readOnly": true
},
"versionnumber": {
"type": "integer",
"format": "int64",
"description": "Version number of the account.",
"readOnly": true
},
"exchangerate": {
"type": "number",
"description": "Conversion rate of the record currency.",
"readOnly": true
},
"participatesinworkflow": {
"type": "boolean",
"description": "For system use only. Legacy Microsoft Dynamics CRM 3.0 workflow data."
},
"processid": {
"type": "string",
"format": "uuid",
"description": "ID of the process associated with the account."
},
"importsequencenumber": {
"type": "integer",
"description": "Unique identifier of the data import or data migration that created this record."
},
"overriddencreatedon": {
"type": "string",
"format": "date-time",
"description": "Date and time that the record was migrated."
},
"lastonholdtime": {
"type": "string",
"format": "date-time",
"description": "Date and time stamp of the last on hold time."
},
"lastusedincampaign": {
"type": "string",
"format": "date-time",
"description": "Date when the account was last included in a marketing campaign or quick campaign."
},
"onholdtime": {
"type": "integer",
"description": "How long, in minutes, that the record was on hold.",
"readOnly": true
}
},
"additionalProperties": true,
"examples": [
{
"name": "Contoso Ltd.",
"accountnumber": "ACC-001",
"description": "A global leader in technology solutions.",
"emailaddress1": "[email protected]",
"telephone1": "+1-425-555-0100",
"websiteurl": "https://www.contoso.com",
"revenue": 5000000.00,
"numberofemployees": 250,
"industrycode": 6,
"ownershipcode": 2,
"accountcategorycode": 1,
"customertypecode": 3,
"preferredcontactmethodcode": 2,
"paymenttermscode": 1,
"statecode": 0,
"statuscode": 1,
"address1": {
"address1_name": "Corporate Headquarters",
"address1_line1": "1 Microsoft Way",
"address1_city": "Redmond",
"address1_stateorprovince": "WA",
"address1_postalcode": "98052",
"address1_country": "United States",
"address1_addresstypecode": 3
}
}
]
}