Account

Business that represents a customer or potential customer. The company that is billed in business transactions. Corresponds to the account entity type in the Microsoft.Dynamics.CRM namespace.

Business ApplicationsCloudEnterpriseLow-CodeMicrosoftNo-CodePower PlatformSaaS

Properties

Name Type Description
accountid string Unique identifier of the account.
name string Company or business name of the account.
accountnumber string ID number or code for the account to quickly search and identify the account in system views.
accountcategorycode integer Category indicating whether the customer account is standard or preferred. 1 = Preferred Customer, 2 = Standard.
accountclassificationcode integer Classification code indicating the potential value of the customer account. 1 = Default Value.
accountratingcode integer Rating indicating the value of the customer account.
description string Additional information describing the account.
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 the account.
telephone2 string Second phone number for the account.
telephone3 string Third phone number for the account.
fax string Fax number for the account.
websiteurl string Website URL for the account.
industrycode integer Primary industry of the account for marketing segmentation. Values include 1=Accounting, 2=Agriculture, 3=Broadcasting, 4=Brokers, 5=Building Supply, 6=Business Services, 7=Consulting, 8=Consumer Serv
numberofemployees integer Number of employees at the account.
revenue number Annual revenue for the account.
revenue_base number Annual revenue converted to the system default base currency.
ownershipcode integer Ownership structure of the account. 1 = Public, 2 = Private, 3 = Subsidiary, 4 = Other.
customertypecode integer Category describing the relationship between the account and the organization. 1=Competitor, 2=Consultant, 3=Customer, 4=Investor, 5=Partner, 6=Influencer, 7=Press, 8=Prospect, 9=Reseller, 10=Supplier
businesstypecode integer Legal designation or other business type of the account.
sic string Standard Industrial Classification (SIC) code.
tickersymbol string Stock exchange symbol for the account.
stockexchange string Stock exchange at which the account is listed.
sharesoutstanding integer Number of shares available to the public.
marketcap number Market capitalization of the account.
creditlimit number Credit limit of the account.
creditonhold boolean Whether the credit for the account is on hold.
paymenttermscode integer Payment terms for the account. 1 = Net 30, 2 = 2% 10 Net 30, 3 = Net 45, 4 = Net 60.
preferredcontactmethodcode integer Preferred method of contact. 1 = Any, 2 = Email, 3 = Phone, 4 = Fax, 5 = Mail.
donotemail boolean Whether the account allows direct email.
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 through campaigns.
donotsendmm boolean Whether the account accepts marketing materials.
address1_name string Descriptive name for the primary address.
address1_line1 string First line of the primary address.
address1_line2 string Second line of the primary address.
address1_line3 string Third line of the primary address.
address1_city string City for the primary address.
address1_stateorprovince string State or province for the primary address.
address1_postalcode string ZIP code or postal code for the primary address.
address1_country string Country or region for the primary address.
address1_county string County for the primary address.
address1_telephone1 string Main phone number for the primary address.
address1_fax string Fax number for the primary address.
address1_latitude number Latitude value for the primary address.
address1_longitude number Longitude value for the primary address.
address1_addresstypecode integer Primary address type. 1 = Bill To, 2 = Ship To, 3 = Primary, 4 = Other.
address2_name string Descriptive name for the secondary address.
address2_line1 string First line of the secondary address.
address2_line2 string Second line of the secondary address.
address2_line3 string Third line of the secondary address.
address2_city string City for the secondary address.
address2_stateorprovince string State or province for the secondary address.
address2_postalcode string ZIP code or postal code for the secondary address.
address2_country string Country or region for the secondary address.
statecode integer Status of the account. 0 = Active, 1 = Inactive. Inactive accounts are read-only.
statuscode integer Status reason for the account. 1 = Active, 2 = Inactive.
createdon string Date and time when the account record was created.
modifiedon string Date and time when the account record was last updated.
versionnumber integer Version number of the account record.
_primarycontactid_value string Lookup property for the primary contact of the account.
_parentaccountid_value string Lookup property for the parent account.
_ownerid_value string Lookup property for the user or team assigned to manage the record.
_transactioncurrencyid_value string Lookup property for the currency associated with the record.
yominame string Phonetic spelling of the company name for Japanese pronunciation.
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