Diagrams


Table

CRM Account

DynamicsDocs.comCRM Account«Table 5341»CRM AccountAccountId [PK]AccountCategoryCode; [,PreferredCustom...DefaultPriceLevelIdCustomerSizeCode; [DefaultValue]PreferredContactMethodCode; [Any,Email...CustomerTypeCode; [,Competitor,Consult...AccountRatingCode; [DefaultValue]IndustryCode; [,Accounting,Agriculture...TerritoryCode; [DefaultValue]AccountClassificationCode; [DefaultVal...BusinessTypeCode; [DefaultValue]OwningBusinessUnitTraversedPathOwningUserPaymentTermsCode; [,Net30,2%10Net30,Ne...ShippingMethodCode; [DefaultValue]PrimaryContactIdParticipatesInWorkflowNameAccountNumberRevenueNumberOfEmployeesDescriptionSICOwnershipCode; [,Public,Private,Subsid...MarketCapSharesOutstandingTickerSymbolStockExchangeWebSiteURLFtpSiteURL...«Table 5342»CRM ContactContactId [PK]DefaultPriceLevelIdCustomerSizeCode; [DefaultValue]CustomerTypeCode; [DefaultValue]PreferredContactMethodCode; [Any,Email...LeadSourceCode; [DefaultValue]OwningBusinessUnitOwningUserPaymentTermsCode; [,Net30,2%10Net30,Ne...ShippingMethodCode; [DefaultValue]AccountIdParticipatesInWorkflowIsBackofficeCustomerSalutationJobTitleFirstNameDepartmentNickNameMiddleNameLastNameSuffixYomiFirstNameFullNameYomiMiddleNameYomiLastNameAnniversaryBirthDateGovernmentIdYomiFullNameDescriptionEmployeeId...«Table 5343»CRM OpportunityOpportunityId [PK]PriceLevelIdOpportunityRatingCode; [Hot,Warm,Cold]PriorityCode; [DefaultValue]ContactIdAccountIdNameStepIdDescriptionEstimatedValueStepNameSalesStageCode; [DefaultValue]ParticipatesInWorkflowPricingErrorCode; [None,DetailError,Mi...EstimatedCloseDateCloseProbabilityActualValueActualCloseDateOwningUserOwningBusinessUnitCreatedOnCreatedByModifiedOnModifiedByVersionNumberStateCode; [Open,Won,Lost]StatusCode; [,InProgress,OnHold,Won,Ca...IsRevenueSystemCalculatedContactIdNameAccountIdNamePriceLevelIdName...«Table 5344»CRM PostCreatedByCreatedByNameCreatedOnCreatedOnBehalfByCreatedOnBehalfByNameOrganizationIdOrganizationIdNamePostId [PK]RegardingObjectIdRegardingObjectTypeCode; [,systemuser,...Source; [AutoPost,ManualPost]TextTimeZoneRuleVersionNumberType; [Check-in,Idea,News,PrivateMessa...UTCConversionTimeZoneCodeRegardingObjectOwnerIdRegardingObjectOwnerIdType; [,systemus...RegardingObjectOwningBusinessUModifiedByModifiedByNameModifiedOnBehalfByModifiedOnBehalfByNameModifiedOn«Table 5349»CRM IncidentIncidentId [PK]OwningBusinessUnitContractIdOwningUserActualServiceUnitsCaseOriginCode; [,Phone,Email,Web,Face...BilledServiceUnitsCaseTypeCode; [,Question,Problem,Reque...ProductSerialNumberTitleProductIdContractServiceLevelCode; [,Gold,Silve...AccountIdDescriptionContactIdIsDecrementingCreatedOnTicketNumberPriorityCode; [High,Normal,Low]CustomerSatisfactionCode; [,VerySatisf...IncidentStageCode; [DefaultValue]ModifiedOnCreatedByFollowupByModifiedByVersionNumberStateCode; [Active,Resolved,Canceled]SeverityCode; [DefaultValue]StatusCode; [,ProblemSolved,Informatio...ResponsibleContactIdAccountIdName...«Table 5351»CRM QuoteQuoteId [PK]OwningBusinessUnitOwningUserPriceLevelIdOpportunityIdAccountIdContactIdQuoteNumberRevisionNumberNamePricingErrorCode; [None,DetailError,Mi...DescriptionDiscountAmountFreightAmountTotalAmountTotalLineItemAmountTotalLineItemDiscountAmountTotalAmountLessFreightEffectiveFromTotalTaxTotalDiscountAmountEffectiveToExpiresOnClosedOnRequestDeliveryByShippingMethodCode; [,Airborne,DHL,Fed...PaymentTermsCode; [,Net30,2%10Net30,Ne...FreightTermsCode; [,FOB,NoCharge]CreatedByCreatedOnModifiedBy...«Table 5353»CRM SalesorderSalesOrderId [PK]OpportunityIdQuoteIdPriorityCode; [DefaultValue]SubmitStatusOwningUserSubmitDateOwningBusinessUnitSubmitStatusDescriptionPriceLevelIdLastBackofficeSubmitAccountIdContactIdOrderNumberNamePricingErrorCode; [None,DetailError,Mi...DescriptionDiscountAmountFreightAmountTotalAmountTotalLineItemAmountTotalLineItemDiscountAmountTotalAmountLessFreightTotalDiscountAmountRequestDeliveryByTotalTaxShippingMethodCode; [,Airborne,DHL,Fed...PaymentTermsCode; [,Net30,2%10Net30,Ne...FreightTermsCode; [,FOB,NoCharge]CreatedByCreatedOn...«Table 5355»CRM InvoiceInvoiceId [PK]OpportunityIdPriorityCode; [DefaultValue]SalesOrderIdOwningUserOwningBusinessUnitLastBackofficeSubmitPriceLevelIdAccountIdContactIdInvoiceNumberNameDescriptionDiscountAmountFreightAmountTotalAmountTotalLineItemAmountTotalLineItemDiscountAmountTotalAmountLessFreightTotalDiscountAmountCreatedByTotalTaxShippingMethodCode; [,Airborne,DHL,Fed...PaymentTermsCode; [,Net30,2%10Net30,Ne...CreatedOnModifiedByModifiedOnStateCode; [Active,Closed<deprecated>,...StatusCode; [,New,PartiallyShipped,Bil...ShipTo_NameVersionNumber...«Table 5357»CRM ContractContractId [PK]OwningBusinessUnitContractServiceLevelCode; [Gold,Silver...ServiceAddressBillToAddressOwningUserContactIdAccountIdBillingAccountIdContractNumberBillingContactIdActiveOnExpiresOnCancelOnTitleContractLanguageBillingStartOnEffectivityCalendarBillingEndOnBillingFrequencyCode; [Monthly,Bimonth...CreatedByCreatedOnModifiedByAllotmentTypeCode; [,NumberofCases,Tim...UseDiscountAsPercentageModifiedOnTotalPriceVersionNumberTotalDiscountStateCode; [Draft,Invoiced,Active,OnHo...NetPrice...«Table 5360»CRM CustomeraddressParentIdCustomerAddressId [PK]AddressNumberAddressTypeCode; [,BillTo,ShipTo,Prima...NamePrimaryContactNameLine1Line2Line3CityStateOrProvinceCountyCountryPostOfficeBoxPostalCodeUTCOffsetFreightTermsCode; [,FOB,NoCharge]UPSZoneLatitudeTelephone1LongitudeShippingMethodCode; [,Airborne,DHL,Fed...Telephone2Telephone3FaxVersionNumberCreatedByCreatedOnModifiedByModifiedOnCreatedByName...«Table 5346»CRM PricelevelPriceLevelId [PK]OrganizationIdNameDescriptionShippingMethodCode; [DefaultValue]BeginDatePaymentMethodCode; [DefaultValue]FreightTermsCode; [DefaultValue]EndDateCreatedByCreatedOnModifiedByModifiedOnStateCode; [Active,Inactive]VersionNumberStatusCode; [,Active,Inactive]CreatedByNameModifiedByNameOrganizationIdNameImportSequenceNumberTransactionCurrencyIdOverriddenCreatedOnTimeZoneRuleVersionNumberUTCConversionTimeZoneCodeTransactionCurrencyIdNameCreatedOnBehalfByCreatedOnBehalfByNameModifiedOnBehalfByModifiedOnBehalfByNameExchangeRate«Table 5364»CRM BusinessunitBusinessUnitId [PK]OrganizationIdNameDescriptionDivisionNameFileAsNameTickerSymbolStockExchangeUTCOffsetCreatedOnModifiedOnCreditLimitCostCenterWebSiteUrlFtpSiteUrlEMailAddressInheritanceMaskCreatedByModifiedByWorkflowSuspendedParentBusinessUnitIdIsDisabledDisabledReasonVersionNumberParentBusinessUnitIdNameAddress1_AddressIdAddress1_AddressTypeCode; [DefaultValu...Address1_NameAddress1_Line1Address1_Line2Address1_Line3...«Table 5340»CRM SystemuserSystemUserId [PK]OrganizationIdBusinessUnitIdParentSystemUserIdFirstNameSalutationMiddleNameLastNamePersonalEMailAddressFullNameNickNameTitleInternalEMailAddressJobTitleMobileAlertEMailPreferredEmailCode; [DefaultValue]HomePhoneMobilePhonePreferredPhoneCode; [MainPhone,OtherPh...PreferredAddressCode; [MailingAddress,...PhotoUrlDomainNamePassportLoCreatedOnPassportHiDisabledReasonModifiedOnCreatedByEmployeeIdModifiedByIsDisabled...«Table 5359»CRM TeamTeamId [PK]OrganizationIdBusinessUnitIdNameDescriptionEMailAddressCreatedOnModifiedOnCreatedByModifiedByVersionNumberCreatedByNameModifiedByNameBusinessUnitIdNameImportSequenceNumberOverriddenCreatedOnAdministratorIdIsDefaultAdministratorIdNameYomiNameCreatedOnBehalfByCreatedOnBehalfByNameModifiedOnBehalfByModifiedOnBehalfByNameTraversedPathTransactionCurrencyIdTransactionCurrencyIdNameExchangeRateTeamType; [Owner,Access]RegardingObjectIdSystemManaged...«Table 5345»CRM TransactioncurrencyStatusCode; [,Active,Inactive]ModifiedOnStateCode; [Active,Inactive]VersionNumberModifiedByImportSequenceNumberOverriddenCreatedOnCreatedOnTransactionCurrencyId [PK]ExchangeRateCurrencySymbolCurrencyNameCreatedByISOCurrencyCodeOrganizationIdModifiedByNameCreatedByNameCurrencyPrecisionCreatedOnBehalfByCreatedOnBehalfByNameModifiedOnBehalfByModifiedOnBehalfByNameEntityImageId«Table 5367»CRM Account StatisticsAccountStatisticsId [PK]CreatedOnCreatedByModifiedOnModifiedByCreatedOnBehalfByModifiedOnBehalfByCreatedByNameCreatedOnBehalfByNameModifiedByNameModifiedOnBehalfByNameOrganizationIdOrganizationIdNamestatecode; [,Active,Inactive]statuscode; [,Active,Inactive]VersionNumberImportSequenceNumberOverriddenCreatedOnTimeZoneRuleVersionNumberUTCConversionTimeZoneCodeNameCustomer NoBalance [LCY]TransactionCurrencyIdTransactionCurrencyIdNameExchangeRateBalance [Base]Outstanding Orders [LCY]Outstanding Orders [Base]Shipped Not Invoiced [LCY]Shipped Not Invoiced [Base]...<DefaultPriceLevelId><OwningBusinessUnit><PrimaryContactId><AccountId><ParentCustomerId><ParentAccountId><MasterId><OwnerId><OwningTeam><TransactionCurrencyId><AccountStatiticsId><AccountId><CustomerId><ParentAccountId><RegardingObjectId><AccountId><CustomerId><AccountId><CustomerId><AccountId><CustomerId><AccountId><CustomerId><AccountId><BillingAccountId><CustomerId><BillingCustomerId><ParentId><DefaultPriceLevelId><OwningBusinessUnit><ParentContactId><MasterId><ParentCustomerId><OwnerId><OwningTeam><TransactionCurrencyId><ContactId><CustomerId><ParentContactId><RegardingObjectId><ContactId><ResponsibleContactId><CustomerId><PrimaryContactId><ContactId><CustomerId><ContactId><CustomerId><ContactId><CustomerId><ContactId><BillingContactId><CustomerId><BillingCustomerId><ParentId><PriceLevelId><OwningBusinessUnit><OwnerId><OwningTeam><RegardingObjectId><TransactionCurrencyId><RegardingObjectId><OpportunityId><OpportunityId><OpportunityId><RegardingObjectId><RegardingObjectOwnerId><RegardingObjectId><RegardingObjectId><RegardingObjectId><RegardingObjectId><RegardingObjectId><RegardingObjectId><RegardingObjectId><RegardingObjectId><RegardingObjectId><RegardingObjectOwnerId><RegardingObjectId><RegardingObjectId><RegardingObjectOwningBusinessU><OwningBusinessUnit><ContractId><OwnerId><OwningTeam><TransactionCurrencyId><ExistingCase><MasterId><ParentCaseId><OwningBusinessUnit><PriceLevelId><OwnerId><OwningTeam><TransactionCurrencyId><QuoteId><OwningBusinessUnit><PriceLevelId><OwnerId><OwningTeam><TransactionCurrencyId><SalesOrderId><OwningBusinessUnit><PriceLevelId><OwnerId><OwningTeam><TransactionCurrencyId><OwningBusinessUnit><ServiceAddress><BillToAddress><OriginatingContract><OwnerId><OwningTeam><TransactionCurrencyId><OwningBusinessUnit><OwnerId><TransactionCurrencyId><TransactionCurrencyId><ParentBusinessUnitId><TransactionCurrencyId><BusinessUnitId><BusinessUnitId><TransactionCurrencyId><AdministratorId><TransactionCurrencyId><TransactionCurrencyId>

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Fields

# Name Type
1 AccountId GUID
2 AccountCategoryCode Option
3 DefaultPriceLevelId GUID
4 CustomerSizeCode Option
5 PreferredContactMethodCode Option
6 CustomerTypeCode Option
7 AccountRatingCode Option
8 IndustryCode Option
9 TerritoryCode Option
10 AccountClassificationCode Option
11 BusinessTypeCode Option
12 OwningBusinessUnit GUID
13 TraversedPath Text250
14 OwningUser GUID
15 PaymentTermsCode Option
16 ShippingMethodCode Option
17 PrimaryContactId GUID
18 ParticipatesInWorkflow Boolean
19 Name Text160
20 AccountNumber Text20
21 Revenue Decimal
22 NumberOfEmployees Integer
23 Description BLOB [Memo]
24 SIC Text20
25 OwnershipCode Option
26 MarketCap Decimal
27 SharesOutstanding Integer
28 TickerSymbol Text10
29 StockExchange Text20
30 WebSiteURL Text200 [URL]
31 FtpSiteURL Text200 [URL]
32 EMailAddress1 Text100 [E-Mail]
33 EMailAddress2 Text100 [E-Mail]
34 EMailAddress3 Text100 [E-Mail]
35 DoNotPhone Boolean
36 DoNotFax Boolean
37 Telephone1 Text50
38 DoNotEMail Boolean
39 Telephone2 Text50
40 Fax Text50
41 Telephone3 Text50
42 DoNotPostalMail Boolean
43 DoNotBulkEMail Boolean
44 DoNotBulkPostalMail Boolean
45 CreditLimit Decimal
46 CreditOnHold Boolean
47 CreatedOn DateTime
48 CreatedBy GUID
49 ModifiedOn DateTime
50 ModifiedBy GUID
51 VersionNumber BigInteger
52 ParentAccountId GUID
53 Aging30 Decimal
54 StateCode Option
55 Aging60 Decimal
56 StatusCode Option
57 Aging90 Decimal
58 PrimaryContactIdName Text160 FlowField
59 ParentAccountIdName Text160 FlowField
60 DefaultPriceLevelIdName Text100 FlowField
61 Address1_AddressId GUID
62 Address1_AddressTypeCode Option
63 Address1_Name Text200
64 Address1_PrimaryContactName Text100
65 Address1_Line1 Text250
66 Address1_Line2 Text250
67 Address1_Line3 Text250
68 Address1_City Text80
69 Address1_StateOrProvince Text50
70 Address1_County Text50
71 Address1_Country Text80
72 Address1_PostOfficeBox Text20
73 Address1_PostalCode Text20
74 Address1_UTCOffset Integer
75 Address1_FreightTermsCode Option
76 Address1_UPSZone Text4
77 Address1_Latitude Decimal
78 Address1_Telephone1 Text50
79 Address1_Longitude Decimal
80 Address1_ShippingMethodCode Option
81 Address1_Telephone2 Text50
82 Address1_Telephone3 Text50
83 Address1_Fax Text50
84 Address2_AddressId GUID
85 Address2_AddressTypeCode Option
86 Address2_Name Text200
87 Address2_PrimaryContactName Text100
88 Address2_Line1 Text250
89 Address2_Line2 Text250
90 Address2_Line3 Text250
91 Address2_City Text80
92 Address2_StateOrProvince Text50
93 Address2_County Text50
94 Address2_Country Text80
95 Address2_PostOfficeBox Text20
96 Address2_PostalCode Text20
97 Address2_UTCOffset Integer
98 Address2_FreightTermsCode Option
99 Address2_UPSZone Text4
100 Address2_Latitude Decimal
101 Address2_Telephone1 Text50
102 Address2_Longitude Decimal
103 Address2_ShippingMethodCode Option
104 Address2_Telephone2 Text50
105 Address2_Telephone3 Text50
106 Address2_Fax Text50
107 CreatedByName Text200 FlowField
108 ModifiedByName Text200 FlowField
109 OwnerId GUID
110 OwnerIdType Option
111 PreferredAppointmentDayCode Option
112 PreferredSystemUserId GUID
113 PreferredAppointmentTimeCode Option
114 Merged Boolean
115 DoNotSendMM Boolean
116 MasterId GUID
117 LastUsedInCampaign Date
118 PreferredSystemUserIdName Text200 FlowField
119 MasterAccountIdName Text160 FlowField
120 ExchangeRate Decimal
121 UTCConversionTimeZoneCode Integer
122 OverriddenCreatedOn Date
123 TimeZoneRuleVersionNumber Integer
124 ImportSequenceNumber Integer
125 TransactionCurrencyId GUID
126 CreditLimit_Base Decimal
127 TransactionCurrencyIdName Text100 FlowField
128 Aging30_Base Decimal
129 Revenue_Base Decimal
130 Aging90_Base Decimal
131 MarketCap_Base Decimal
132 Aging60_Base Decimal
133 YomiName Text160
134 CreatedOnBehalfBy GUID
135 CreatedOnBehalfByName Text200 FlowField
136 ModifiedOnBehalfBy GUID
137 ModifiedOnBehalfByName Text200 FlowField
138 OwningTeam GUID
139 StageId GUID
140 ProcessId GUID
141 Address2_Composite BLOB [Memo]
142 Address1_Composite BLOB [Memo]
143 EntityImageId GUID
144 OpenDeals Integer
145 OpenDeals_Date DateTime
146 OpenDeals_State Integer
147 OpenRevenue Decimal
148 OpenRevenue_Base Decimal
149 OpenRevenue_Date DateTime
150 OpenRevenue_State Integer
200 AccountStatiticsId GUID
201 AccountStatiticsName Text100 FlowField

Keys

# Fields
0 AccountId Clustered: Yes
1 Name

Table Relations To Other Tables

Field Related Table Related Field
MasterId CRM Account AccountId 1..n
AccountStatiticsId CRM Account Statistics AccountStatisticsId 1..n
OwningBusinessUnit CRM Businessunit BusinessUnitId 1..n
PrimaryContactId CRM Contact ContactId 1..n
DefaultPriceLevelId CRM Pricelevel PriceLevelId 1..n
ModifiedOnBehalfBy CRM Systemuser SystemUserId 1..n
OwningTeam CRM Team TeamId 1..n
TransactionCurrencyId CRM Transactioncurrency TransactionCurrencyId 1..n

Table Relations From Other Tables

From Table From Field
CRM Account MasterId 1..n
CRM Contact ParentCustomerId 1..n
CRM Contract BillingCustomerId 1..n
CRM Customeraddress ParentId 1..n
CRM Incident CustomerId 1..n
CRM Invoice CustomerId 1..n
CRM Opportunity ParentAccountId 1..n
CRM Post RegardingObjectId 1..n
CRM Quote CustomerId 1..n
CRM Salesorder CustomerId 1..n