CRM Account

Table

CRM Account

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Fields

#	Name	Type
1	AccountId (AccountId)	GUID	ExternalName: accountid ExternalType: Uniqueidentifier ExternalAccess: Insert Description: Unique identifier of the account.
2	AccountCategoryCode (AccountCategoryCode)	Option	[ ,PreferredCustomer,Standard] OptionOrdinalValues: [-1;1;2] InitValue: [ ] ExternalName: accountcategorycode ExternalType: Picklist Description: Select a category to indicate whether the customer account is standard or preferred.
3	DefaultPriceLevelId (DefaultPriceLevelId)	GUID	ExternalName: defaultpricelevelid ExternalType: Lookup Description: 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. TableRelation: "CRM Pricelevel".PriceLevelId
4	CustomerSizeCode (CustomerSizeCode)	Option	DefaultValue OptionOrdinalValues: 1 InitValue: DefaultValue ExternalName: customersizecode ExternalType: Picklist Description: Select the size category or range of the account for segmentation and reporting purposes.
5	PreferredContactMethodCode (PreferredContactMethodCode)	Option	[Any,Email,Phone,Fax,Mail] OptionOrdinalValues: [1;2;3;4;5] InitValue: Any ExternalName: preferredcontactmethodcode ExternalType: Picklist Description: Select the preferred method of contact.
6	CustomerTypeCode (CustomerTypeCode)	Option	[ ,Competitor,Consultant,Customer,Investor,Partner,Influencer,Press,Prospect,Reseller,Supplier,Vendor,Other] OptionOrdinalValues: [-1;1;2;3;4;5;6;7;8;9;10;11;12] InitValue: [ ] ExternalName: customertypecode ExternalType: Picklist Description: Select the category that best describes the relationship between the account and your organization.
7	AccountRatingCode (AccountRatingCode)	Option	DefaultValue OptionOrdinalValues: 1 InitValue: DefaultValue ExternalName: accountratingcode ExternalType: Picklist Description: Select a rating to indicate the value of the customer account.
8	IndustryCode (IndustryCode)	Option	[ ,Accounting,AgricultureandNon-petrolNaturalResourceExtraction,BroadcastingPrintingandPublishing,Brokers,BuildingSupplyRetail,BusinessServices,Consulting,ConsumerServices,DesignDirectionandCreativeManagement,DistributorsDispatchersandProcessors,DoctorsOfficesandClinics,DurableManufacturing,EatingandDrinkingPlaces,EntertainmentRetail,EquipmentRentalandLeasing,Financial,FoodandTobaccoProcessing,InboundCapitalIntensiveProcessing,InboundRepairandServices,Insurance,LegalServices,Non-DurableMerchandiseRetail,OutboundConsumerService,PetrochemicalExtractionandDistribution,ServiceRetail,SIGAffiliations,SocialServices,SpecialOutboundTradeContractors,SpecialtyRealty,Transportation,UtilityCreationandDistribution,VehicleRetail,Wholesale] OptionOrdinalValues: [-1;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] InitValue: [ ] ExternalName: industrycode ExternalType: Picklist Description: Select the account's primary industry for use in marketing segmentation and demographic analysis.
9	TerritoryCode (TerritoryCode)	Option	DefaultValue OptionOrdinalValues: 1 InitValue: DefaultValue ExternalName: territorycode ExternalType: Picklist Description: Select a region or territory for the account for use in segmentation and analysis.
10	AccountClassificationCode (AccountClassificationCode)	Option	DefaultValue OptionOrdinalValues: 1 InitValue: DefaultValue ExternalName: accountclassificationcode ExternalType: Picklist Description: 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.
11	BusinessTypeCode (BusinessTypeCode)	Option	DefaultValue OptionOrdinalValues: 1 InitValue: DefaultValue ExternalName: businesstypecode ExternalType: Picklist Description: Select the legal designation or other business type of the account for contracts or reporting purposes.
12	OwningBusinessUnit (OwningBusinessUnit)	GUID	ExternalName: owningbusinessunit ExternalType: Lookup ExternalAccess: Read Description: Shows the business unit that the record owner belongs to. TableRelation: "CRM Businessunit".BusinessUnitId
13	TraversedPath (TraversedPath)	Text250	ExternalName: traversedpath ExternalType: String Description: For internal use only.
14	OwningUser (OwningUser)	GUID	ExternalName: owninguser ExternalType: Lookup ExternalAccess: Read Description: Unique identifier of the user who owns the account. TableRelation: "CRM Systemuser".SystemUserId
15	PaymentTermsCode (PaymentTermsCode)	Option	[ ,Net30,2%10Net30,Net45,Net60] OptionOrdinalValues: [-1;1;2;3;4] InitValue: [ ] ExternalName: paymenttermscode ExternalType: Picklist Description: Select the payment terms to indicate when the customer needs to pay the total amount.
16	ShippingMethodCode (ShippingMethodCode)	Option	DefaultValue OptionOrdinalValues: 1 InitValue: DefaultValue ExternalName: shippingmethodcode ExternalType: Picklist Description: Select a shipping method for deliveries sent to the account's address to designate the preferred carrier or other delivery option.
17	PrimaryContactId (PrimaryContactId)	GUID	ExternalName: primarycontactid ExternalType: Lookup Description: Choose the primary contact for the account to provide quick access to contact details. TableRelation: "CRM Contact".ContactId
18	ParticipatesInWorkflow (ParticipatesInWorkflow)	Boolean	ExternalName: participatesinworkflow ExternalType: Boolean Description: For system use only. Legacy Microsoft Dynamics CRM 3.0 workflow data.
19	Name (Name)	Text160	ExternalName: name ExternalType: String Description: Type the company or business name.
20	AccountNumber (AccountNumber)	Text20	ExternalName: accountnumber ExternalType: String Description: Type an ID number or code for the account to quickly search and identify the account in system views.
21	Revenue (Revenue)	Decimal	ExternalName: revenue ExternalType: Money Description: Type the annual revenue for the account, used as an indicator in financial performance analysis.
22	NumberOfEmployees (NumberOfEmployees)	Integer	MaxValue: 1000000000 ExternalName: numberofemployees ExternalType: Integer Description: Type the number of employees that work at the account for use in marketing segmentation and demographic analysis.
23	Description (Description)	BLOB [Memo]	ExternalName: description ExternalType: Memo Description: Type additional information to describe the account, such as an excerpt from the company's website.
24	SIC (SIC)	Text20	ExternalName: sic ExternalType: String Description: Type the Standard Industrial Classification (SIC) code that indicates the account's primary industry of business, for use in marketing segmentation and demographic analysis.
25	OwnershipCode (OwnershipCode)	Option	[ ,Public,Private,Subsidiary,Other] OptionOrdinalValues: [-1;1;2;3;4] InitValue: [ ] ExternalName: ownershipcode ExternalType: Picklist Description: Select the account's ownership structure, such as public or private.
26	MarketCap (MarketCap)	Decimal	ExternalName: marketcap ExternalType: Money Description: Type the market capitalization of the account to identify the company's equity, used as an indicator in financial performance analysis.
27	SharesOutstanding (SharesOutstanding)	Integer	MaxValue: 1000000000 ExternalName: sharesoutstanding ExternalType: Integer Description: Type the number of shares available to the public for the account. This number is used as an indicator in financial performance analysis.
28	TickerSymbol (TickerSymbol)	Text10	ExternalName: tickersymbol ExternalType: String Description: 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.
29	StockExchange (StockExchange)	Text20	ExternalName: stockexchange ExternalType: String Description: Type the stock exchange at which the account is listed to track their stock and financial performance of the company.
30	WebSiteURL (WebSiteURL)	Text200 [URL]	ExternalName: websiteurl ExternalType: String Description: Type the account's website URL to get quick details about the company profile.
31	FtpSiteURL (FtpSiteURL)	Text200 [URL]	ExternalName: ftpsiteurl ExternalType: String Description: Type the URL for the account's FTP site to enable users to access data and share documents.
32	EMailAddress1 (EMailAddress1)	Text100 [E-Mail]	ExternalName: emailaddress1 ExternalType: String Description: Type the primary email address for the account.
33	EMailAddress2 (EMailAddress2)	Text100 [E-Mail]	ExternalName: emailaddress2 ExternalType: String Description: Type the secondary email address for the account.
34	EMailAddress3 (EMailAddress3)	Text100 [E-Mail]	ExternalName: emailaddress3 ExternalType: String Description: Type an alternate email address for the account.
35	DoNotPhone (DoNotPhone)	Boolean	ExternalName: donotphone ExternalType: Boolean Description: 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.
36	DoNotFax (DoNotFax)	Boolean	ExternalName: donotfax ExternalType: Boolean Description: Select whether the account allows faxes. If Do Not Allow is selected, the account will be excluded from fax activities distributed in marketing campaigns.
37	Telephone1 (Telephone1)	Text50	ExternalName: telephone1 ExternalType: String Description: Type the main phone number for this account.
38	DoNotEMail (DoNotEMail)	Boolean	ExternalName: donotemail ExternalType: Boolean Description: Select whether the account allows direct email sent from Microsoft Dynamics CRM.
39	Telephone2 (Telephone2)	Text50	ExternalName: telephone2 ExternalType: String Description: Type a second phone number for this account.
40	Fax (Fax)	Text50	ExternalName: fax ExternalType: String Description: Type the fax number for the account.
41	Telephone3 (Telephone3)	Text50	ExternalName: telephone3 ExternalType: String Description: Type a third phone number for this account.
42	DoNotPostalMail (DoNotPostalMail)	Boolean	ExternalName: donotpostalmail ExternalType: Boolean Description: 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.
43	DoNotBulkEMail (DoNotBulkEMail)	Boolean	ExternalName: donotbulkemail ExternalType: Boolean Description: 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.
44	DoNotBulkPostalMail (DoNotBulkPostalMail)	Boolean	ExternalName: donotbulkpostalmail ExternalType: Boolean Description: 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.
45	CreditLimit (CreditLimit)	Decimal	ExternalName: creditlimit ExternalType: Money Description: Type the credit limit of the account. This is a useful reference when you address invoice and accounting issues with the customer.
46	CreditOnHold (CreditOnHold)	Boolean	ExternalName: creditonhold ExternalType: Boolean Description: 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.
47	CreatedOn (CreatedOn)	DateTime	ExternalName: createdon ExternalType: DateTime ExternalAccess: Read Description: Shows the date and time when the record was created. The date and time are displayed in the time zone selected in Microsoft Dynamics CRM options.
48	CreatedBy (CreatedBy)	GUID	ExternalName: createdby ExternalType: Lookup ExternalAccess: Read Description: Shows who created the record. TableRelation: "CRM Systemuser".SystemUserId
49	ModifiedOn (ModifiedOn)	DateTime	ExternalName: modifiedon ExternalType: DateTime ExternalAccess: Read Description: 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 CRM options.
50	ModifiedBy (ModifiedBy)	GUID	ExternalName: modifiedby ExternalType: Lookup ExternalAccess: Read Description: Shows who last updated the record. TableRelation: "CRM Systemuser".SystemUserId
51	VersionNumber (VersionNumber)	BigInteger	ExternalName: versionnumber ExternalType: BigInt ExternalAccess: Read Description: Version number of the account.
52	ParentAccountId (ParentAccountId)	GUID	ExternalName: parentaccountid ExternalType: Lookup Description: Choose the parent account associated with this account to show parent and child businesses in reporting and analytics. TableRelation: "CRM Account".AccountId
53	Aging30 (Aging30)	Decimal	ExternalName: aging30 ExternalType: Money ExternalAccess: Read Description: For system use only.
54	StateCode (StateCode)	Option	[Active,Inactive] OptionOrdinalValues: [0;1] InitValue: Active ExternalName: statecode ExternalType: State ExternalAccess: Modify Description: Shows whether the account is active or inactive. Inactive accounts are read-only and can't be edited unless they are reactivated.
55	Aging60 (Aging60)	Decimal	ExternalName: aging60 ExternalType: Money ExternalAccess: Read Description: For system use only.
56	StatusCode (StatusCode)	Option	[ ,Active,Inactive] OptionOrdinalValues: [-1;1;2] InitValue: [ ] ExternalName: statuscode ExternalType: Status Description: Select the account's status.
57	Aging90 (Aging90)	Decimal	ExternalName: aging90 ExternalType: Money ExternalAccess: Read Description: For system use only.
58	PrimaryContactIdName (PrimaryContactIdName)	Text160	ExternalName: primarycontactidname ExternalType: String ExternalAccess: Read CalcFormula: Lookup("CRM Contact".FullName WHERE (ContactId=FIELD(PrimaryContactId)))	FlowField
59	ParentAccountIdName (ParentAccountIdName)	Text160	ExternalName: parentaccountidname ExternalType: String ExternalAccess: Read CalcFormula: Lookup("CRM Account".Name WHERE (AccountId=FIELD(ParentAccountId)))	FlowField
60	DefaultPriceLevelIdName (DefaultPriceLevelIdName)	Text100	ExternalName: defaultpricelevelidname ExternalType: String ExternalAccess: Read CalcFormula: Lookup("CRM Pricelevel".Name WHERE (PriceLevelId=FIELD(DefaultPriceLevelId)))	FlowField
61	Address1_AddressId (Address1_AddressId)	GUID	ExternalName: address1_addressid ExternalType: Uniqueidentifier Description: Unique identifier for address 1.
62	Address1_AddressTypeCode (Address1_AddressTypeCode)	Option	[ ,BillTo,ShipTo,Primary,Other] OptionOrdinalValues: [-1;1;2;3;4] InitValue: [ ] ExternalName: address1_addresstypecode ExternalType: Picklist Description: Select the primary address type.
63	Address1_Name (Address1_Name)	Text200	ExternalName: address1_name ExternalType: String Description: Type a descriptive name for the primary address, such as Corporate Headquarters.
64	Address1_PrimaryContactName (Address1_PrimaryContactName)	Text100	ExternalName: address1_primarycontactname ExternalType: String Description: Type the name of the main contact at the account's primary address.
65	Address1_Line1 (Address1_Line1)	Text250	ExternalName: address1_line1 ExternalType: String Description: Type the first line of the primary address.
66	Address1_Line2 (Address1_Line2)	Text250	ExternalName: address1_line2 ExternalType: String Description: Type the second line of the primary address.
67	Address1_Line3 (Address1_Line3)	Text250	ExternalName: address1_line3 ExternalType: String Description: Type the third line of the primary address.
68	Address1_City (Address1_City)	Text80	ExternalName: address1_city ExternalType: String Description: Type the city for the primary address.
69	Address1_StateOrProvince (Address1_StateOrProvince)	Text50	ExternalName: address1_stateorprovince ExternalType: String Description: Type the state or province of the primary address.
70	Address1_County (Address1_County)	Text50	ExternalName: address1_county ExternalType: String Description: Type the county for the primary address.
71	Address1_Country (Address1_Country)	Text80	ExternalName: address1_country ExternalType: String Description: Type the country or region for the primary address.
72	Address1_PostOfficeBox (Address1_PostOfficeBox)	Text20	ExternalName: address1_postofficebox ExternalType: String Description: Type the post office box number of the primary address.
73	Address1_PostalCode (Address1_PostalCode)	Text20	ExternalName: address1_postalcode ExternalType: String Description: Type the ZIP Code or postal code for the primary address.
74	Address1_UTCOffset (Address1_UTCOffset)	Integer	MinValue: -1500 MaxValue: 1500 ExternalName: address1_utcoffset ExternalType: Integer Description: Select the time zone, or UTC offset, for this address so that other people can reference it when they contact someone at this address.
75	Address1_FreightTermsCode (Address1_FreightTermsCode)	Option	[ ,FOB,NoCharge] OptionOrdinalValues: [-1;1;2] InitValue: [ ] ExternalName: address1_freighttermscode ExternalType: Picklist Description: Select the freight terms for the primary address to make sure shipping orders are processed correctly.
76	Address1_UPSZone (Address1_UPSZone)	Text4	ExternalName: address1_upszone ExternalType: String Description: 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.
77	Address1_Latitude (Address1_Latitude)	Decimal	ExternalName: address1_latitude ExternalType: Double Description: Type the latitude value for the primary address for use in mapping and other applications.
78	Address1_Telephone1 (Address1_Telephone1)	Text50	ExternalName: address1_telephone1 ExternalType: String Description: Type the main phone number associated with the primary address.
79	Address1_Longitude (Address1_Longitude)	Decimal	ExternalName: address1_longitude ExternalType: Double Description: Type the longitude value for the primary address for use in mapping and other applications.
80	Address1_ShippingMethodCode (Address1_ShippingMethodCode)	Option	[ ,Airborne,DHL,FedEx,UPS,PostalMail,FullLoad,WillCall] OptionOrdinalValues: [-1;1;2;3;4;5;6;7] InitValue: [ ] ExternalName: address1_shippingmethodcode ExternalType: Picklist Description: Select a shipping method for deliveries sent to this address.
81	Address1_Telephone2 (Address1_Telephone2)	Text50	ExternalName: address1_telephone2 ExternalType: String Description: Type a second phone number associated with the primary address.
82	Address1_Telephone3 (Address1_Telephone3)	Text50	ExternalName: address1_telephone3 ExternalType: String Description: Type a third phone number associated with the primary address.
83	Address1_Fax (Address1_Fax)	Text50	ExternalName: address1_fax ExternalType: String Description: Type the fax number associated with the primary address.
84	Address2_AddressId (Address2_AddressId)	GUID	ExternalName: address2_addressid ExternalType: Uniqueidentifier Description: Unique identifier for address 2.
85	Address2_AddressTypeCode (Address2_AddressTypeCode)	Option	DefaultValue OptionOrdinalValues: 1 InitValue: DefaultValue ExternalName: address2_addresstypecode ExternalType: Picklist Description: Select the secondary address type.
86	Address2_Name (Address2_Name)	Text200	ExternalName: address2_name ExternalType: String Description: Type a descriptive name for the secondary address, such as Corporate Headquarters.
87	Address2_PrimaryContactName (Address2_PrimaryContactName)	Text100	ExternalName: address2_primarycontactname ExternalType: String Description: Type the name of the main contact at the account's secondary address.
88	Address2_Line1 (Address2_Line1)	Text250	ExternalName: address2_line1 ExternalType: String Description: Type the first line of the secondary address.
89	Address2_Line2 (Address2_Line2)	Text250	ExternalName: address2_line2 ExternalType: String Description: Type the second line of the secondary address.
90	Address2_Line3 (Address2_Line3)	Text250	ExternalName: address2_line3 ExternalType: String Description: Type the third line of the secondary address.
91	Address2_City (Address2_City)	Text80	ExternalName: address2_city ExternalType: String Description: Type the city for the secondary address.
92	Address2_StateOrProvince (Address2_StateOrProvince)	Text50	ExternalName: address2_stateorprovince ExternalType: String Description: Type the state or province of the secondary address.
93	Address2_County (Address2_County)	Text50	ExternalName: address2_county ExternalType: String Description: Type the county for the secondary address.
94	Address2_Country (Address2_Country)	Text80	ExternalName: address2_country ExternalType: String Description: Type the country or region for the secondary address.
95	Address2_PostOfficeBox (Address2_PostOfficeBox)	Text20	ExternalName: address2_postofficebox ExternalType: String Description: Type the post office box number of the secondary address.
96	Address2_PostalCode (Address2_PostalCode)	Text20	ExternalName: address2_postalcode ExternalType: String Description: Type the ZIP Code or postal code for the secondary address.
97	Address2_UTCOffset (Address2_UTCOffset)	Integer	MinValue: -1500 MaxValue: 1500 ExternalName: address2_utcoffset ExternalType: Integer Description: Select the time zone, or UTC offset, for this address so that other people can reference it when they contact someone at this address.
98	Address2_FreightTermsCode (Address2_FreightTermsCode)	Option	DefaultValue OptionOrdinalValues: 1 InitValue: DefaultValue ExternalName: address2_freighttermscode ExternalType: Picklist Description: Select the freight terms for the secondary address to make sure shipping orders are processed correctly.
99	Address2_UPSZone (Address2_UPSZone)	Text4	ExternalName: address2_upszone ExternalType: String Description: 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.
100	Address2_Latitude (Address2_Latitude)	Decimal	ExternalName: address2_latitude ExternalType: Double Description: Type the latitude value for the secondary address for use in mapping and other applications.
101	Address2_Telephone1 (Address2_Telephone1)	Text50	ExternalName: address2_telephone1 ExternalType: String Description: Type the main phone number associated with the secondary address.
102	Address2_Longitude (Address2_Longitude)	Decimal	ExternalName: address2_longitude ExternalType: Double Description: Type the longitude value for the secondary address for use in mapping and other applications.
103	Address2_ShippingMethodCode (Address2_ShippingMethodCode)	Option	DefaultValue OptionOrdinalValues: 1 InitValue: DefaultValue ExternalName: address2_shippingmethodcode ExternalType: Picklist Description: Select a shipping method for deliveries sent to this address.
104	Address2_Telephone2 (Address2_Telephone2)	Text50	ExternalName: address2_telephone2 ExternalType: String Description: Type a second phone number associated with the secondary address.
105	Address2_Telephone3 (Address2_Telephone3)	Text50	ExternalName: address2_telephone3 ExternalType: String Description: Type a third phone number associated with the secondary address.
106	Address2_Fax (Address2_Fax)	Text50	ExternalName: address2_fax ExternalType: String Description: Type the fax number associated with the secondary address.
107	CreatedByName (CreatedByName)	Text200	ExternalName: createdbyname ExternalType: String ExternalAccess: Read CalcFormula: Lookup("CRM Systemuser".FullName WHERE (SystemUserId=FIELD(CreatedBy)))	FlowField
108	ModifiedByName (ModifiedByName)	Text200	ExternalName: modifiedbyname ExternalType: String ExternalAccess: Read CalcFormula: Lookup("CRM Systemuser".FullName WHERE (SystemUserId=FIELD(ModifiedBy)))	FlowField
109	OwnerId (OwnerId)	GUID	ExternalName: ownerid ExternalType: Owner Description: 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. TableRelation: IF (OwnerIdType=CONST(systemuser)) "CRM Systemuser".SystemUserId ELSE IF (OwnerIdType=CONST(team)) "CRM Team".TeamId;
110	OwnerIdType (OwnerIdType)	Option	[ ,systemuser,team] ExternalName: owneridtype ExternalType: EntityName
111	PreferredAppointmentDayCode (PreferredAppointmentDayCode)	Option	[ ,Sunday,Monday,Tuesday,Wednesday,Thursday,Friday,Saturday] OptionOrdinalValues: [-1;0;1;2;3;4;5;6] InitValue: [ ] ExternalName: preferredappointmentdaycode ExternalType: Picklist Description: Select the preferred day of the week for service appointments.
112	PreferredSystemUserId (PreferredSystemUserId)	GUID	ExternalName: preferredsystemuserid ExternalType: Lookup Description: Choose the preferred service representative for reference when you schedule service activities for the account. TableRelation: "CRM Systemuser".SystemUserId
113	PreferredAppointmentTimeCode (PreferredAppointmentTimeCode)	Option	[ ,Morning,Afternoon,Evening] OptionOrdinalValues: [-1;1;2;3] InitValue: [ ] ExternalName: preferredappointmenttimecode ExternalType: Picklist Description: Select the preferred time of day for service appointments.
114	Merged (Merged)	Boolean	ExternalName: merged ExternalType: Boolean ExternalAccess: Read Description: Shows whether the account has been merged with another account.
115	DoNotSendMM (DoNotSendMM)	Boolean	ExternalName: donotsendmm ExternalType: Boolean Description: Select whether the account accepts marketing materials, such as brochures or catalogs.
116	MasterId (MasterId)	GUID	ExternalName: masterid ExternalType: Lookup ExternalAccess: Read Description: Shows the master account that the account was merged with. TableRelation: "CRM Account".AccountId
117	LastUsedInCampaign (LastUsedInCampaign)	Date	ExternalName: lastusedincampaign ExternalType: DateTime ExternalAccess: Modify Description: Shows the date when the account was last included in a marketing campaign or quick campaign.
118	PreferredSystemUserIdName (PreferredSystemUserIdName)	Text200	ExternalName: preferredsystemuseridname ExternalType: String ExternalAccess: Read CalcFormula: Lookup("CRM Systemuser".FullName WHERE (SystemUserId=FIELD(PreferredSystemUserId)))	FlowField
119	MasterAccountIdName (MasterAccountIdName)	Text160	ExternalName: masteraccountidname ExternalType: String ExternalAccess: Read CalcFormula: Lookup("CRM Account".Name WHERE (AccountId=FIELD(MasterId)))	FlowField
120	ExchangeRate (ExchangeRate)	Decimal	ExternalName: exchangerate ExternalType: Decimal ExternalAccess: Read Description: 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.
121	UTCConversionTimeZoneCode (UTCConversionTimeZoneCode)	Integer	MinValue: -1 ExternalName: utcconversiontimezonecode ExternalType: Integer Description: Time zone code that was in use when the record was created.
122	OverriddenCreatedOn (OverriddenCreatedOn)	Date	ExternalName: overriddencreatedon ExternalType: DateTime ExternalAccess: Insert Description: Date and time that the record was migrated.
123	TimeZoneRuleVersionNumber (TimeZoneRuleVersionNumber)	Integer	MinValue: -1 ExternalName: timezoneruleversionnumber ExternalType: Integer Description: For internal use only.
124	ImportSequenceNumber (ImportSequenceNumber)	Integer	ExternalName: importsequencenumber ExternalType: Integer ExternalAccess: Insert Description: Unique identifier of the data import or data migration that created this record.
125	TransactionCurrencyId (TransactionCurrencyId)	GUID	ExternalName: transactioncurrencyid ExternalType: Lookup Description: Choose the local currency for the record to make sure budgets are reported in the correct currency. TableRelation: "CRM Transactioncurrency".TransactionCurrencyId
126	CreditLimit_Base (CreditLimit_Base)	Decimal	ExternalName: creditlimit_base ExternalType: Money ExternalAccess: Read Description: Shows the credit limit converted to the system's default base currency for reporting purposes.
127	TransactionCurrencyIdName (TransactionCurrencyIdName)	Text100	ExternalName: transactioncurrencyidname ExternalType: String ExternalAccess: Read CalcFormula: Lookup("CRM Transactioncurrency".CurrencyName WHERE (TransactionCurrencyId=FIELD(TransactionCurrencyId)))	FlowField
128	Aging30_Base (Aging30_Base)	Decimal	ExternalName: aging30_base ExternalType: Money ExternalAccess: Read Description: The base currency equivalent of the aging 30 field.
129	Revenue_Base (Revenue_Base)	Decimal	ExternalName: revenue_base ExternalType: Money ExternalAccess: Read Description: Shows the annual revenue converted to the system's default base currency. The calculations use the exchange rate specified in the Currencies area.
130	Aging90_Base (Aging90_Base)	Decimal	ExternalName: aging90_base ExternalType: Money ExternalAccess: Read Description: The base currency equivalent of the aging 90 field.
131	MarketCap_Base (MarketCap_Base)	Decimal	ExternalName: marketcap_base ExternalType: Money ExternalAccess: Read Description: Shows the market capitalization converted to the system's default base currency.
132	Aging60_Base (Aging60_Base)	Decimal	ExternalName: aging60_base ExternalType: Money ExternalAccess: Read Description: The base currency equivalent of the aging 60 field.
133	YomiName (YomiName)	Text160	ExternalName: yominame ExternalType: String Description: 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.
134	CreatedOnBehalfBy (CreatedOnBehalfBy)	GUID	ExternalName: createdonbehalfby ExternalType: Lookup ExternalAccess: Read Description: Shows who created the record on behalf of another user. TableRelation: "CRM Systemuser".SystemUserId
135	CreatedOnBehalfByName (CreatedOnBehalfByName)	Text200	ExternalName: createdonbehalfbyname ExternalType: String ExternalAccess: Read CalcFormula: Lookup("CRM Systemuser".FullName WHERE (SystemUserId=FIELD(CreatedOnBehalfBy)))	FlowField
136	ModifiedOnBehalfBy (ModifiedOnBehalfBy)	GUID	ExternalName: modifiedonbehalfby ExternalType: Lookup ExternalAccess: Read Description: Shows who created the record on behalf of another user. TableRelation: "CRM Systemuser".SystemUserId
137	ModifiedOnBehalfByName (ModifiedOnBehalfByName)	Text200	ExternalName: modifiedonbehalfbyname ExternalType: String ExternalAccess: Read CalcFormula: Lookup("CRM Systemuser".FullName WHERE (SystemUserId=FIELD(ModifiedOnBehalfBy)))	FlowField
138	OwningTeam (OwningTeam)	GUID	ExternalName: owningteam ExternalType: Lookup ExternalAccess: Read Description: Unique identifier of the team who owns the account. TableRelation: "CRM Team".TeamId
139	StageId (StageId)	GUID	ExternalName: stageid ExternalType: Uniqueidentifier Description: Shows the ID of the stage.
140	ProcessId (ProcessId)	GUID	ExternalName: processid ExternalType: Uniqueidentifier Description: Shows the ID of the process.
141	Address2_Composite (Address2_Composite)	BLOB [Memo]	ExternalName: address2_composite ExternalType: Memo ExternalAccess: Read Description: Shows the complete secondary address.
142	Address1_Composite (Address1_Composite)	BLOB [Memo]	ExternalName: address1_composite ExternalType: Memo ExternalAccess: Read Description: Shows the complete primary address.
143	EntityImageId (EntityImageId)	GUID	ExternalName: entityimageid ExternalType: Uniqueidentifier ExternalAccess: Read Description: For internal use only.
144	OpenDeals (OpenDeals)	Integer	ExternalName: opendeals ExternalType: Integer ExternalAccess: Read Description: Number of open opportunities against an account and its child accounts.
145	OpenDeals_Date (OpenDeals_Date)	DateTime	ExternalName: opendeals_date ExternalType: DateTime ExternalAccess: Read Description: The date time for Open Deals.
146	OpenDeals_State (OpenDeals_State)	Integer	ExternalName: opendeals_state ExternalType: Integer ExternalAccess: Read Description: State of Open Deals.
147	OpenRevenue (OpenRevenue)	Decimal	ExternalName: openrevenue ExternalType: Money ExternalAccess: Read Description: Sum of open revenue against an account and its child accounts.
148	OpenRevenue_Base (OpenRevenue_Base)	Decimal	ExternalName: openrevenue_base ExternalType: Money ExternalAccess: Read Description: Sum of open revenue against an account and its child accounts.
149	OpenRevenue_Date (OpenRevenue_Date)	DateTime	ExternalName: openrevenue_date ExternalType: DateTime ExternalAccess: Read Description: The date time for Open Revenue.
150	OpenRevenue_State (OpenRevenue_State)	Integer	ExternalName: openrevenue_state ExternalType: Integer ExternalAccess: Read Description: State of Open Revenue.
200	AccountStatiticsId (AccountStatiticsId)	GUID	ExternalName: nav_accountstatisticsid ExternalType: Lookup Description: The account statistics of this account TableRelation: "CRM Account Statistics".AccountStatisticsId
201	AccountStatiticsName (AccountStatiticsName)	Text100	ExternalName: nav_accountstatiticsidname ExternalType: String ExternalAccess: Read CalcFormula: Lookup("CRM Account Statistics".Name WHERE (AccountStatisticsId=FIELD(AccountStatiticsId)))	FlowField

Keys

#	Fields
0	AccountId (AccountId)		Clustered: Yes
1	Name (Name)

Table Relations To Other Tables

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

Table Relations From Other Tables

From Table	From Field
CRM Account	MasterId (MasterId)	TableRelation: "CRM Account".AccountId	1..n
CRM Contact	ParentCustomerId (ParentCustomerId)	TableRelation: IF (ParentCustomerIdType=CONST(account)) "CRM Account".AccountId ELSE IF (ParentCustomerIdType=CONST(contact)) "CRM Contact".ContactId;	1..n
CRM Contract	BillingCustomerId (BillingCustomerId)	TableRelation: IF (BillingCustomerIdType=CONST(account)) "CRM Account".AccountId ELSE IF (BillingCustomerIdType=CONST(contact)) "CRM Contact".ContactId;	1..n
CRM Customeraddress	ParentId (ParentId)	TableRelation: IF (ParentIdTypeCode=CONST(account)) "CRM Account".AccountId ELSE IF (ParentIdTypeCode=CONST(contact)) "CRM Contact".ContactId;	1..n
CRM Incident	CustomerId (CustomerId)	TableRelation: IF (CustomerIdType=CONST(account)) "CRM Account".AccountId ELSE IF (CustomerIdType=CONST(contact)) "CRM Contact".ContactId;	1..n
CRM Invoice	CustomerId (CustomerId)	TableRelation: IF (CustomerIdType=CONST(account)) "CRM Account".AccountId ELSE IF (CustomerIdType=CONST(contact)) "CRM Contact".ContactId;	1..n
CRM Opportunity	ParentAccountId (ParentAccountId)	TableRelation: "CRM Account".AccountId	1..n
CRM Post	RegardingObjectId (RegardingObjectId)	TableRelation: IF (RegardingObjectTypeCode=CONST(systemuser)) "CRM Systemuser".SystemUserId ELSE IF (RegardingObjectTypeCode=CONST(account)) "CRM Account".AccountId ELSE IF (RegardingObjectTypeCode=CONST(contact)) "CRM Contact".ContactId ELSE IF (RegardingObjectTypeCode=CONST(opportunity)) "CRM Opportunity".OpportunityId ELSE IF (RegardingObjectTypeCode=CONST(post)) "CRM Post".PostId ELSE IF (RegardingObjectTypeCode=CONST(transactioncurrency)) "CRM Transactioncurrency".TransactionCurrencyId ELSE IF (RegardingObjectTypeCode=CONST(pricelevel)) "CRM Pricelevel".PriceLevelId ELSE IF (RegardingObjectTypeCode=CONST(productpricelevel)) "CRM Productpricelevel".ProductPriceLevelId ELSE IF (RegardingObjectTypeCode=CONST(product)) "CRM Product".ProductId ELSE IF (RegardingObjectTypeCode=CONST(incident)) "CRM Incident".IncidentId ELSE IF (RegardingObjectTypeCode=CONST(incidentresolution)) "CRM Incidentresolution".ActivityId ELSE IF (RegardingObjectTypeCode=CONST(quote)) "CRM Quote".QuoteId ELSE IF (RegardingObjectTypeCode=CONST(quotedetail)) "CRM Quotedetail".QuoteDetailId ELSE IF (RegardingObjectTypeCode=CONST(salesorder)) "CRM Salesorder".SalesOrderId ELSE IF (RegardingObjectTypeCode=CONST(salesorderdetail)) "CRM Salesorderdetail".SalesOrderDetailId ELSE IF (RegardingObjectTypeCode=CONST(invoice)) "CRM Invoice".InvoiceId ELSE IF (RegardingObjectTypeCode=CONST(invoicedetail)) "CRM Invoicedetail".InvoiceDetailId ELSE IF (RegardingObjectTypeCode=CONST(contract)) "CRM Contract".ContractId ELSE IF (RegardingObjectTypeCode=CONST(team)) "CRM Team".TeamId ELSE IF (RegardingObjectTypeCode=CONST(customeraddress)) "CRM Customeraddress".CustomerAddressId ELSE IF (RegardingObjectTypeCode=CONST(uom)) "CRM Uom".UoMId ELSE IF (RegardingObjectTypeCode=CONST(uomschedule)) "CRM Uomschedule".UoMScheduleId ELSE IF (RegardingObjectTypeCode=CONST(organization)) "CRM Organization".OrganizationId ELSE IF (RegardingObjectTypeCode=CONST(businessunit)) "CRM Businessunit".BusinessUnitId ELSE IF (RegardingObjectTypeCode=CONST(discount)) "CRM Discount".DiscountId ELSE IF (RegardingObjectTypeCode=CONST(discounttype)) "CRM Discounttype".DiscountTypeId;	1..n
CRM Quote	CustomerId (CustomerId)	TableRelation: IF (CustomerIdType=CONST(account)) "CRM Account".AccountId ELSE IF (CustomerIdType=CONST(contact)) "CRM Contact".ContactId;	1..n
CRM Salesorder	CustomerId (CustomerId)	TableRelation: IF (CustomerIdType=CONST(account)) "CRM Account".AccountId ELSE IF (CustomerIdType=CONST(contact)) "CRM Contact".ContactId;	1..n

Diagrams

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Table

CRM Account

Fields

Keys

Table Relations To Other Tables

Table Relations From Other Tables