{ "$id": "https://github.com/api-search/microsoft-dynamics-365/blob/main/json-schema/microsoft-dynamics-365-account-schema.json", "$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": "info@contoso.com", "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 } } ] }