Table 5341 "CRM Account"

Base Application · Microsoft.Integration.D365Sales · captioned “Dataverse Account” · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
Caption	Dataverse Account
TableType	CRM
DataClassification	CustomerContent

Fields

Explanation: the field’s ToolTip in the code; without one, the ToolTip of a page control bound to the field (marked via the page); without that, its Caption (marked caption) when that differs from the name.

No.	Name	Type	Explanation	Notes
1	AccountId	Guid	Account caption
2	AccountCategoryCode	Option	Category caption	OptionCaption: ,Preferred Customer,Standard
3	DefaultPriceLevelId	Guid	Price List caption	TableRelation Table 5346 “CRM Pricelevel” (“CRM Pricelevel”.PriceLevelId)
4	CustomerSizeCode	Option	Customer Size caption	OptionCaption: Default Value
5	PreferredContactMethodCode	Option	Preferred Method of Contact caption	OptionCaption: Any,Email,Phone,Fax,Mail
6	CustomerTypeCode Δ BC28	Option	Specifies data from a corresponding field in a Dataverse entity. For more information about Dataverse, see Dataverse Help Center.	OptionCaption: ,Competitor,Consultant,Customer,Investor,Partner,Influencer,Press,Prospect,Reseller,Supplier,Vendor,Other
7	AccountRatingCode	Option	Account Rating caption	OptionCaption: Default Value
8	IndustryCode	Option	Industry caption	OptionCaption: ,Accounting,Agriculture and Non-petrol Natural Resource Extraction,Broadcasting Printing and Publishing,Brokers,Building Supply Retail,Business Services,Consulting,Consumer Services,Design; Direction and Creative Management,Distributors; Dispatchers and Processors,Doctor’s Offices and Clinics,Durab…
9	TerritoryCode	Option	Territory Code caption	OptionCaption: Default Value
10	AccountClassificationCode	Option	Classification caption	OptionCaption: Default Value
11	BusinessTypeCode	Option	Business Type caption	OptionCaption: Default Value
12	OwningBusinessUnit	Guid	Owning Business Unit caption	TableRelation Table 5364 “CRM Businessunit” (“CRM Businessunit”.BusinessUnitId)
13	TraversedPath	Text[250]	Traversed Path caption
14	OwningUser	Guid	Owning User caption	TableRelation Table 5340 “CRM Systemuser” (“CRM Systemuser”.SystemUserId)
16	ShippingMethodCode	Option	Shipping Method Code caption	OptionCaption: Default Value
17	PrimaryContactId	Guid	Primary Contact caption	TableRelation Table 5342 “CRM Contact” (“CRM Contact”.ContactId)
18	ParticipatesInWorkflow	Boolean	Participates in Workflow caption
19	Name Δ BC28	Text[160]	Specifies data from a corresponding field in a Dataverse entity. For more information about Dataverse, see Dataverse Help Center.
20	AccountNumber	Text[20]	Account Number caption
21	Revenue Δ BC28	Decimal	Annual Revenue caption
22	NumberOfEmployees	Integer	No. of Employees caption
23	Description	BLOB	—
24	SIC	Text[20]	SIC Code caption
25	OwnershipCode	Option	Ownership caption	OptionCaption: ,Public,Private,Subsidiary,Other
26	MarketCap Δ BC28	Decimal	Market Capitalization caption
27	SharesOutstanding	Integer	Shares Outstanding caption
28	TickerSymbol	Text[10]	Ticker Symbol caption
29	StockExchange	Text[20]	Stock Exchange caption
30	WebSiteURL	Text[200]	Website caption
31	FtpSiteURL	Text[200]	FTP Site caption
32	EMailAddress1	Text[100]	Email caption
33	EMailAddress2	Text[100]	Email Address 2 caption
34	EMailAddress3	Text[100]	Email Address 3 caption
35	DoNotPhone	Boolean	Do not allow Phone Calls caption
36	DoNotFax	Boolean	Do not allow Faxes caption
37	Telephone1	Text[50]	Main Phone caption
38	DoNotEMail	Boolean	Do not allow Emails caption
39	Telephone2	Text[50]	Other Phone caption
40	Fax	Text[50]	—
41	Telephone3	Text[50]	Telephone 3 caption
42	DoNotPostalMail	Boolean	Do not allow Mails caption
43	DoNotBulkEMail	Boolean	Do not allow Bulk Emails caption
44	DoNotBulkPostalMail	Boolean	Do not allow Bulk Mails caption
45	CreditLimit Δ BC28	Decimal	Credit Limit caption
46	CreditOnHold	Boolean	Credit Hold caption
47	CreatedOn	DateTime	Created On caption
48	CreatedBy	Guid	Created By caption	TableRelation Table 5340 “CRM Systemuser” (“CRM Systemuser”.SystemUserId)
49	ModifiedOn	DateTime	Modified On caption
50	ModifiedBy	Guid	Modified By caption	TableRelation Table 5340 “CRM Systemuser” (“CRM Systemuser”.SystemUserId)
51	VersionNumber	BigInteger	Version Number caption
52	ParentAccountId	Guid	Parent Account caption	TableRelation Table 5341 “CRM Account” (“CRM Account”.AccountId)
53	Aging30 Δ BC28	Decimal	Aging 30 caption
54	StateCode	Option	Status caption	OptionCaption: Active,Inactive
55	Aging60 Δ BC28	Decimal	Aging 60 caption
56	StatusCode	Option	Status Reason caption	OptionCaption: ,Active,Inactive
57	Aging90 Δ BC28	Decimal	Aging 90 caption
58	PrimaryContactIdName Δ BC24	Text[160]	—	FlowField: lookup(“CRM Contact”.FullName where(ContactId = field(PrimaryContactId)))
59	ParentAccountIdName Δ BC24	Text[160]	—	FlowField: lookup(“CRM Account”.Name where(AccountId = field(ParentAccountId)))
60	DefaultPriceLevelIdName Δ BC24	Text[100]	—	FlowField: lookup(“CRM Pricelevel”.Name where(PriceLevelId = field(DefaultPriceLevelId)))
61	Address1_AddressId	Guid	Address 1: ID caption
62	Address1_AddressTypeCode	Option	Address 1: Address Type caption	OptionCaption: ,Bill To,Ship To,Primary,Other
63	Address1_Name	Text[200]	Address 1: Name caption
64	Address1_PrimaryContactName Δ BC28	Text[100]	Specifies data from a corresponding field in a Dataverse entity. For more information about Dataverse, see Dataverse Help Center.
65	Address1_Line1 Δ BC28	Text[250]	Specifies data from a corresponding field in a Dataverse entity. For more information about Dataverse, see Dataverse Help Center.
66	Address1_Line2 Δ BC28	Text[250]	Specifies data from a corresponding field in a Dataverse entity. For more information about Dataverse, see Dataverse Help Center.
67	Address1_Line3	Text[250]	Address 1: Street 3 caption
68	Address1_City Δ BC28	Text[80]	Specifies data from a corresponding field in a Dataverse entity. For more information about Dataverse, see Dataverse Help Center.
69	Address1_StateOrProvince	Text[50]	Address 1: State/Province caption
70	Address1_County	Text[50]	Address 1: County caption
71	Address1_Country Δ BC28	Text[80]	Specifies data from a corresponding field in a Dataverse entity. For more information about Dataverse, see Dataverse Help Center.
72	Address1_PostOfficeBox	Text[20]	Address 1: Post Office Box caption
73	Address1_PostalCode Δ BC28	Text[20]	Specifies data from a corresponding field in a Dataverse entity. For more information about Dataverse, see Dataverse Help Center.
74	Address1_UTCOffset	Integer	Address 1: UTC Offset caption
76	Address1_UPSZone	Text[4]	Address 1: UPS Zone caption
77	Address1_Latitude Δ BC28	Decimal	Address 1: Latitude caption
78	Address1_Telephone1	Text[50]	Address Phone caption
79	Address1_Longitude Δ BC28	Decimal	Address 1: Longitude caption
81	Address1_Telephone2	Text[50]	Address 1: Telephone 2 caption
82	Address1_Telephone3	Text[50]	Address 1: Telephone 3 caption
83	Address1_Fax	Text[50]	Address 1: Fax caption
84	Address2_AddressId	Guid	Address 2: ID caption
85	Address2_AddressTypeCode	Option	Address 2: Address Type caption	OptionCaption: Default Value
86	Address2_Name	Text[200]	Address 2: Name caption
87	Address2_PrimaryContactName	Text[100]	Address 2: Primary Contact Name caption
88	Address2_Line1	Text[250]	Address 2: Street 1 caption
89	Address2_Line2	Text[250]	Address 2: Street 2 caption
90	Address2_Line3	Text[250]	Address 2: Street 3 caption
91	Address2_City	Text[80]	Address 2: City caption
92	Address2_StateOrProvince	Text[50]	Address 2: State/Province caption
93	Address2_County	Text[50]	Address 2: County caption
94	Address2_Country	Text[80]	Address 2: Country/Region caption
95	Address2_PostOfficeBox	Text[20]	Address 2: Post Office Box caption
96	Address2_PostalCode	Text[20]	Address 2: ZIP/Postal Code caption
97	Address2_UTCOffset	Integer	Address 2: UTC Offset caption
98	Address2_FreightTermsCode	Option	Address 2: Freight Terms caption	OptionCaption: Default Value
99	Address2_UPSZone	Text[4]	Address 2: UPS Zone caption
100	Address2_Latitude Δ BC28	Decimal	Address 2: Latitude caption
101	Address2_Telephone1	Text[50]	Address 2: Telephone 1 caption
102	Address2_Longitude Δ BC28	Decimal	Address 2: Longitude caption
103	Address2_ShippingMethodCode	Option	Address 2: Shipping Method caption	OptionCaption: Default Value
104	Address2_Telephone2	Text[50]	Address 2: Telephone 2 caption
105	Address2_Telephone3	Text[50]	Address 2: Telephone 3 caption
106	Address2_Fax	Text[50]	Address 2: Fax caption
107	CreatedByName Δ BC24	Text[200]	—	FlowField: lookup(“CRM Systemuser”.FullName where(SystemUserId = field(CreatedBy)))
108	ModifiedByName Δ BC24	Text[200]	—	FlowField: lookup(“CRM Systemuser”.FullName where(SystemUserId = field(ModifiedBy)))
109	OwnerId	Guid	Owner caption	TableRelation Table 5340 “CRM Systemuser”, Table 5359 “CRM Team” (if (OwnerIdType = const(systemuser)) “CRM Systemuser”.SystemUserId else if (OwnerIdType = const(team)) “CRM Team”.TeamId)
110	OwnerIdType	Option	—	OptionCaption: ,systemuser,team
111	PreferredAppointmentDayCode	Option	Preferred Day caption	OptionCaption: ,Sunday,Monday,Tuesday,Wednesday,Thursday,Friday,Saturday
112	PreferredSystemUserId	Guid	Preferred User caption	TableRelation Table 5340 “CRM Systemuser” (“CRM Systemuser”.SystemUserId)
113	PreferredAppointmentTimeCode	Option	Preferred Time caption	OptionCaption: ,Morning,Afternoon,Evening
114	Merged	Boolean	—
115	DoNotSendMM	Boolean	Send Marketing Materials caption
116	MasterId	Guid	Master ID caption	TableRelation Table 5341 “CRM Account” (“CRM Account”.AccountId)
117	LastUsedInCampaign	Date	Last Date Included in Campaign caption
118	PreferredSystemUserIdName Δ BC24	Text[200]	—	FlowField: lookup(“CRM Systemuser”.FullName where(SystemUserId = field(PreferredSystemUserId)))
119	MasterAccountIdName Δ BC24	Text[160]	—	FlowField: lookup(“CRM Account”.Name where(AccountId = field(MasterId)))
120	ExchangeRate Δ BC28	Decimal	Exchange Rate caption
121	UTCConversionTimeZoneCode	Integer	UTC Conversion Time Zone Code caption
122	OverriddenCreatedOn	Date	Record Created On caption
123	TimeZoneRuleVersionNumber	Integer	Time Zone Rule Version Number caption
124	ImportSequenceNumber	Integer	Import Sequence Number caption
125	TransactionCurrencyId	Guid	Currency caption	TableRelation Table 5345 “CRM Transactioncurrency” (“CRM Transactioncurrency”.TransactionCurrencyId)
126	CreditLimit_Base Δ BC28	Decimal	Credit Limit (Base) caption
127	TransactionCurrencyIdName Δ BC24	Text[100]	—	FlowField: lookup(“CRM Transactioncurrency”.CurrencyName where(TransactionCurrencyId = field(TransactionCurrencyId)))
128	Aging30_Base Δ BC28	Decimal	Aging 30 (Base) caption
129	Revenue_Base Δ BC28	Decimal	Annual Revenue (Base) caption
130	Aging90_Base Δ BC28	Decimal	Aging 90 (Base) caption
131	MarketCap_Base Δ BC28	Decimal	Market Capitalization (Base) caption
132	Aging60_Base Δ BC28	Decimal	Aging 60 (Base) caption
133	YomiName	Text[160]	Yomi Account Name caption
134	CreatedOnBehalfBy	Guid	Created By (Delegate) caption	TableRelation Table 5340 “CRM Systemuser” (“CRM Systemuser”.SystemUserId)
135	CreatedOnBehalfByName Δ BC24	Text[200]	—	FlowField: lookup(“CRM Systemuser”.FullName where(SystemUserId = field(CreatedOnBehalfBy)))
136	ModifiedOnBehalfBy	Guid	Modified By (Delegate) caption	TableRelation Table 5340 “CRM Systemuser” (“CRM Systemuser”.SystemUserId)
137	ModifiedOnBehalfByName Δ BC24	Text[200]	—	FlowField: lookup(“CRM Systemuser”.FullName where(SystemUserId = field(ModifiedOnBehalfBy)))
138	OwningTeam	Guid	Owning Team caption	TableRelation Table 5359 “CRM Team” (“CRM Team”.TeamId)
139	StageId	Guid	Process Stage caption
140	ProcessId	Guid	Process caption
141	Address2_Composite	BLOB	Address 2 caption
142	Address1_Composite	BLOB	Address 1 caption
143	EntityImageId	Guid	Entity Image Id caption
144	OpenDeals	Integer	Open Deals caption
145	OpenDeals_Date	DateTime	Open Deals(Last Updated Time) caption
146	OpenDeals_State	Integer	Open Deals(State) caption
147	OpenRevenue Δ BC28	Decimal	Open Revenue caption
148	OpenRevenue_Base Δ BC28	Decimal	Open Revenue (Base) caption
149	OpenRevenue_Date	DateTime	Open Revenue(Last Updated Time) caption
150	OpenRevenue_State	Integer	Open Revenue(State) caption
200	AccountStatiticsId	Guid	Account Statistics caption	TableRelation Table 5367 “CRM Account Statistics” (“CRM Account Statistics”.AccountStatisticsId)
202	CompanyId	Guid	Company Id caption	TableRelation Table 5393 “CDS Company” (“CDS Company”.CompanyId)
203	PaymentTermsCodeEnum	Enum “CDS Payment Terms Code”	Payment Terms caption	enum Enum 5334 “CDS Payment Terms Code”
204	Address1_FreightTermsCodeEnum	Enum “CDS Shipment Method Code”	Address 1: Freight Terms caption	enum Enum 5335 “CDS Shipment Method Code”
205	Address1_ShippingMethodCodeEnum	Enum “CDS Shipping Agent Code”	Address 1: Shipping Method caption	enum Enum 5336 “CDS Shipping Agent Code”

Keys

Key1: AccountId (clustered)
Key2: Name

Relations

CreatedByName: CalcFormula Table 5340 “CRM Systemuser”
CreatedOnBehalfByName: CalcFormula Table 5340 “CRM Systemuser”
ModifiedByName: CalcFormula Table 5340 “CRM Systemuser”
ModifiedOnBehalfByName: CalcFormula Table 5340 “CRM Systemuser”
PreferredSystemUserIdName: CalcFormula Table 5340 “CRM Systemuser”
CreatedBy: TableRelation Table 5340 “CRM Systemuser”
CreatedOnBehalfBy: TableRelation Table 5340 “CRM Systemuser”
ModifiedBy: TableRelation Table 5340 “CRM Systemuser”
ModifiedOnBehalfBy: TableRelation Table 5340 “CRM Systemuser”
OwnerId: TableRelation Table 5340 “CRM Systemuser” (conditional)
OwningUser: TableRelation Table 5340 “CRM Systemuser”
PreferredSystemUserId: TableRelation Table 5340 “CRM Systemuser”
MasterAccountIdName: CalcFormula Table 5341 “CRM Account”
ParentAccountIdName: CalcFormula Table 5341 “CRM Account”
MasterId: TableRelation Table 5341 “CRM Account”
ParentAccountId: TableRelation Table 5341 “CRM Account”
PrimaryContactIdName: CalcFormula Table 5342 “CRM Contact”
PrimaryContactId: TableRelation Table 5342 “CRM Contact”
TransactionCurrencyIdName: CalcFormula Table 5345 “CRM Transactioncurrency”
TransactionCurrencyId: TableRelation Table 5345 “CRM Transactioncurrency”
DefaultPriceLevelIdName: CalcFormula Table 5346 “CRM Pricelevel”
DefaultPriceLevelId: TableRelation Table 5346 “CRM Pricelevel”
OwnerId: TableRelation Table 5359 “CRM Team” (conditional)
OwningTeam: TableRelation Table 5359 “CRM Team”
OwningBusinessUnit: TableRelation Table 5364 “CRM Businessunit”
AccountStatiticsId: TableRelation Table 5367 “CRM Account Statistics”
CompanyId: TableRelation Table 5393 “CDS Company”

Referenced by

44 fields in 18 objects relate to this table (TableRelation or CalcFormula).

Table 5357 “CRM Contract”: AccountIdName, BillingAccountIdName, AccountId, BillingAccountId, BillingCustomerId, CustomerId
Table 5343 “CRM Opportunity”: AccountIdName, ParentAccountIdName, AccountId, CustomerId, ParentAccountId
Table 5341 “CRM Account”: MasterAccountIdName, ParentAccountIdName, MasterId, ParentAccountId
Table 5342 “CRM Contact”: AccountIdName, AccountId, ParentCustomerId
Table 5349 “CRM Incident”: AccountIdName, AccountId, CustomerId
Table 5351 “CRM Quote”: AccountIdName, AccountId, CustomerId
Table 5353 “CRM Salesorder”: AccountIdName, AccountId, CustomerId
Table 5355 “CRM Invoice”: AccountIdName, AccountId, CustomerId
Table 6400 “FS Work Order”: BillingAccount, ServiceAccount
Table 6404 “FS Project Task”: BillingAccountId, ServiceAccountId
Table 6615 “FS Project Task”: BillingAccountId, ServiceAccountId
Table 6617 “FS Work Order”: BillingAccount, ServiceAccount
Table 5344 “CRM Post”: RegardingObjectId
Table 5360 “CRM Customeraddress”: ParentId
Table 6410 “FS Bookable Resource”: AccountId
Table 6420 “FS Customer Asset”: Account
Table 6610 “FS Bookable Resource”: AccountId
Table 6613 “FS Customer Asset”: Account

Pages and codeunits on this table

Page 5341 “CRM Account List” (source table)

Ask your agent

Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "table", object_name: "CRM Account"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

Across versions

Neighbourhood 26 connected objects and pages