Power BI Connector for Microsoft Dynamics CRM

Build 25.0.9454

Account

Create, update, delete, and query Account entities in Dynamics CRM.

Columns

Name Type ReadOnly Description
Id [KEY] String False

Unique identifier of the account.

AccountCategoryCode String False

Drop-down list for selecting the category of the account.

AccountClassificationCode String False

Drop-down list for classifying an account.

AccountId String False

Unique identifier of the account.

AccountNumber String False

User-provided account number used in correspondence about the account.

AccountRatingCode String False

Drop-down list for selecting account ratings.

Address1_AddressId String False

Unique identifier for address 1.

Address1_AddressTypeCode String False

Type of address for address 1, such as billing, shipping, or primary address.

Address1_City String False

City name for address 1.

Address1_Country String False

Country/region name for address 1.

Address1_County String False

County name for address 1.

Address1_Fax String False

Fax number for address 1.

Address1_FreightTermsCode String False

Freight terms for address 1.

Address1_Latitude Double False

Latitude for address 1.

Address1_Line1 String False

First line for entering address 1 information.

Address1_Line2 String False

Second line for entering address 1 information.

Address1_Line3 String False

Third line for entering address 1 information.

Address1_Longitude Double False

Longitude for address 1.

Address1_Name String False

Name to enter for address 1.

Address1_PostalCode String False

ZIP code or postal code for address 1.

Address1_PostOfficeBox String False

Post office box number for address 1.

Address1_PrimaryContactName String False

Name of primary contact for address 1.

Address1_ShippingMethodCode String False

Method of shipment for address 1.

Address1_StateOrProvince String False

State or province for address 1.

Address1_Telephone1 String False

First telephone number associated with address 1.

Address1_Telephone2 String False

Second telephone number associated with address 1.

Address1_Telephone3 String False

Third telephone number associated with address 1.

Address1_UPSZone String False

United Parcel Service (UPS) zone for address 1.

Address1_UTCOffset Integer False

UTC offset for address 1. This is the difference between local time and standard Coordinated Universal Time.

Address2_AddressId String False

Unique identifier for address 2.

Address2_AddressTypeCode String False

Type of address for address 2, such as billing, shipping, or primary address.

Address2_City String False

City name for address 2.

Address2_Country String False

Country/region name for address 2.

Address2_County String False

County name for address 2.

Address2_Fax String False

Fax number for address 2.

Address2_FreightTermsCode String False

Freight terms for address 2.

Address2_Latitude Double False

Latitude for address 2.

Address2_Line1 String False

First line for entering address 2 information.

Address2_Line2 String False

Second line for entering address 2 information.

Address2_Line3 String False

Third line for entering address 2 information.

Address2_Longitude Double False

Longitude for address 2.

Address2_Name String False

Name to enter for address 2.

Address2_PostalCode String False

ZIP code or postal code for address 2.

Address2_PostOfficeBox String False

Post office box number for address 2.

Address2_PrimaryContactName String False

Name of the primary contact located at address 2.

Address2_ShippingMethodCode String False

Method of shipment for address 2.

Address2_StateOrProvince String False

State or province for address 2.

Address2_Telephone1 String False

First telephone number associated with address 2.

Address2_Telephone2 String False

Second telephone number associated with address 2.

Address2_Telephone3 String False

Third telephone number associated with address 2.

Address2_UPSZone String False

United Parcel Service (UPS) zone for address 2.

Address2_UTCOffset Integer False

UTC offset for address 2. This is the difference between local time and standard Coordinated Universal Time.

Aging30 Double True

For internal use only.

Aging30_Base Double True

Base currency equivalent of the aging 30 for the account.

Aging60 Double True

For internal use only.

Aging60_Base Double True

Base currency equivalent of the aging 60 for the account.

Aging90 Double True

For internal use only.

Aging90_Base Double True

Base currency equivalent of the aging 90 for the account.

BusinessTypeCode String False

Type of business associated with the account.

CreatedBy_Id String True

Unique identifier of the user who created the account.

CreatedBy_LogicalName String True

CreatedBy_Name String True

CreatedOn Datetime True

Date and time when the account was created.

CreatedOnBehalfBy_Id String True

Unique identifier of the delegate user who created the account.

CreatedOnBehalfBy_LogicalName String True

CreatedOnBehalfBy_Name String True

CreditLimit Double False

Credit limit for the account.

CreditLimit_Base Double True

Base currency equivalent of the credit limit for the account.

CreditOnHold Boolean False

Information about whether credit for the account is on hold.

CustomerSizeCode String False

Size of the account.

CustomerTypeCode String False

Type of the account.

DefaultPriceLevelId_Id String False

Unique identifier of the default price list associated with the account.

DefaultPriceLevelId_LogicalName String False

DefaultPriceLevelId_Name String False

Description String False

Description of the account.

DoNotBulkEMail Boolean False

Information about whether to allow sending direct email to the account.

DoNotBulkPostalMail Boolean False

Information about whether to allow sending bulk-rate postal mail to the account.

DoNotEMail Boolean False

Information about whether to allow sending email to the account.

DoNotFax Boolean False

Information about whether to allow sending faxes to the account.

DoNotPhone Boolean False

Information about whether to allow phone calls to the account.

DoNotPostalMail Boolean False

Information about whether to allow sending postal mail to the account.

DoNotSendMM Boolean False

Information on whether to allow sending marketing mail to the account.

EMailAddress1 String False

First email address for the account.

EMailAddress2 String False

Second email address for the account.

EMailAddress3 String False

Third email address for the account.

ExchangeRate Double True

Exchange rate for the currency associated with the account with respect to the base currency.

Fax String False

Fax telephone number for the account.

FtpSiteURL String False

FTP site URL for the account.

ImportSequenceNumber Integer False

Unique identifier of the data import or data migration that created this record.

IndustryCode String False

Type of industry with which the account is associated.

LastUsedInCampaign Datetime False

Date and time when the account was last contacted as a part of a marketing campaign.

MarketCap Double False

Market capitalization of the account.

MarketCap_Base Double True

Base currency equivalent of the market capitalization of the account.

MasterId_Id String True

Unique identifier of the master account for merge.

MasterId_LogicalName String True

MasterId_Name String True

Merged Boolean True

Information regarding whether the account has been merged with a master account.

ModifiedBy_Id String True

Unique identifier of the user who last modified the account.

ModifiedBy_LogicalName String True

ModifiedBy_Name String True

ModifiedOn Datetime True

Date and time when the account was last modified.

ModifiedOnBehalfBy_Id String True

Unique identifier of the delegate user who last modified the account.

ModifiedOnBehalfBy_LogicalName String True

ModifiedOnBehalfBy_Name String True

Name String False

Name of the account.

NumberOfEmployees Integer False

Number of employees at the account.

OriginatingLeadId_Id String False

Unique identifier of the lead from which the account was created.

OriginatingLeadId_LogicalName String False

OriginatingLeadId_Name String False

OverriddenCreatedOn Datetime False

Date and time that the record was migrated.

OwnerId_Id String False

Unique identifier of the user or team who owns the account.

OwnerId_LogicalName String False

OwnerId_Name String False

OwnershipCode String False

Type of company ownership, such as public or private.

OwningBusinessUnit_Id String True

Unique identifier of the business unit that owns the account.

OwningBusinessUnit_LogicalName String True

OwningBusinessUnit_Name String True

OwningTeam_Id String True

Unique identifier of the team who owns the account.

OwningTeam_LogicalName String True

OwningTeam_Name String True

OwningUser_Id String True

Unique identifier of the user who owns the account.

OwningUser_LogicalName String True

OwningUser_Name String True

ParentAccountId_Id String False

Unique identifier of the parent account.

ParentAccountId_LogicalName String False

ParentAccountId_Name String False

ParticipatesInWorkflow Boolean False

Information that specifies whether the account participates in workflow rules.

PaymentTermsCode String False

Payment terms for the account.

PreferredAppointmentDayCode String False

Day of the week preferred by the account for scheduling service activities.

PreferredAppointmentTimeCode String False

Time of day preferred by the account for scheduling service activities.

PreferredContactMethodCode String False

Preferred contact method for the account.

PreferredEquipmentId_Id String False

Unique identifier of the facility/equipment preferred by the account for scheduling service activities.

PreferredEquipmentId_LogicalName String False

PreferredEquipmentId_Name String False

PreferredServiceId_Id String False

Unique identifier of the service preferred by the account for scheduling service activities.

PreferredServiceId_LogicalName String False

PreferredServiceId_Name String False

PreferredSystemUserId_Id String False

Unique identifier of the system user preferred by the account for scheduling service activities.

PreferredSystemUserId_LogicalName String False

PreferredSystemUserId_Name String False

PrimaryContactId_Id String False

Unique identifier of the primary contact for the account.

PrimaryContactId_LogicalName String False

PrimaryContactId_Name String False

Revenue Double False

Revenue amount for the account.

Revenue_Base Double True

Base currency equivalent of the revenue amount for the account.

SharesOutstanding Integer False

Outstanding shares for the account.

ShippingMethodCode String False

Method of shipment for the account.

SIC String False

Standard Industrial Classification (SIC) code for the account.

StateCode String True

Reason for the status of the account.

StatusCode String False

Status of the account.

StockExchange String False

Stock exchange on which the business associated with the account is listed.

Telephone1 String False

First telephone number for the account.

Telephone2 String False

Second telephone number for the account.

Telephone3 String False

Third telephone number for the account.

TerritoryCode String False

Territory to which the account belongs.

TerritoryId_Id String False

Unique identifier of the territory to which the account belongs.

TerritoryId_LogicalName String False

TerritoryId_Name String False

TickerSymbol String False

Stock Exchange symbol for the account.

TimeZoneRuleVersionNumber Integer False

For internal use only.

TransactionCurrencyId_Id String False

Unique identifier of the currency associated with the account.

TransactionCurrencyId_LogicalName String False

TransactionCurrencyId_Name String False

UTCConversionTimeZoneCode Integer False

Time zone code that was in use when the record was created.

WebSiteURL String False

Web site URL for the account.

YomiName String False

Pronunciation of the account name, written in phonetic hiragana or katakana characters.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 25.0.9454