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Account Class

Business that represents a customer or potential customer. The company that is billed in business transactions.
Inheritance Hierarchy
SystemObject
  Entity
    Crm.MSCrmServiceAccount

Namespace: Crm.MSCrmService
Assembly: Scripting (in Scripting.dll) Version: 1.0.0.0 (1.0.0.0)
Syntax
public class Account : Entity, INotifyPropertyChanging, 
	INotifyPropertyChanged

The Account type exposes the following members.

Constructors
 NameDescription
Public methodAccount Default Constructor.
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Properties
 NameDescription
Public propertyaccount_activity_parties 1:N account_activity_parties
Public propertyAccount_ActivityPointers 1:N Account_ActivityPointers
Public propertyAccount_Annotation 1:N Account_Annotation
Public propertyAccount_Appointments 1:N Account_Appointments
Public propertyAccount_AsyncOperations 1:N Account_AsyncOperations
Public propertyaccount_bookableresource_AccountId 1:N account_bookableresource_AccountId
Public propertyAccount_BulkDeleteFailures 1:N Account_BulkDeleteFailures
Public propertyaccount_connections1 1:N account_connections1
Public propertyaccount_connections2 1:N account_connections2
Public propertyaccount_customer_opportunity_roles 1:N account_customer_opportunity_roles
Public propertyaccount_customer_relationship_customer 1:N account_customer_relationship_customer
Public propertyaccount_customer_relationship_partner 1:N account_customer_relationship_partner
Public propertyAccount_CustomerAddress 1:N Account_CustomerAddress
Public propertyAccount_DuplicateBaseRecord 1:N Account_DuplicateBaseRecord
Public propertyAccount_DuplicateMatchingRecord 1:N Account_DuplicateMatchingRecord
Public propertyAccount_Email_EmailSender 1:N Account_Email_EmailSender
Public propertyAccount_Email_SendersAccount 1:N Account_Email_SendersAccount
Public propertyAccount_Emails 1:N Account_Emails
Public propertyaccount_entitlement_Account 1:N account_entitlement_Account
Public propertyaccount_entitlement_Customer 1:N account_entitlement_Customer
Public propertyAccount_Faxes 1:N Account_Faxes
Public propertyAccount_Letters 1:N Account_Letters
Public propertyAccount_MailboxTrackingFolder 1:N Account_MailboxTrackingFolder
Public propertyaccount_originating_lead N:1 account_originating_lead
Public propertyAccount_Phonecalls 1:N Account_Phonecalls
Public propertyaccount_PostFollows 1:N account_PostFollows
Public propertyaccount_primary_contact N:1 account_primary_contact
Public propertyaccount_principalobjectattributeaccess 1:N account_principalobjectattributeaccess
Public propertyAccount_ProcessSessions 1:N Account_ProcessSessions
Public propertyAccount_RecurringAppointmentMasters 1:N Account_RecurringAppointmentMasters
Public propertyAccount_ServiceAppointments 1:N Account_ServiceAppointments
Public propertyAccount_SharepointDocument 1:N Account_SharepointDocument
Public propertyAccount_SharepointDocumentLocation 1:N Account_SharepointDocumentLocation
Public propertyAccount_SocialActivities 1:N Account_SocialActivities
Public propertyAccount_SyncErrors 1:N Account_SyncErrors
Public propertyAccount_Tasks 1:N Account_Tasks
Public propertyAccountCategoryCode Select a category to indicate whether the customer account is standard or preferred.
Public propertyAccountClassificationCode 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.
Public propertyAccountId Unique identifier of the account.
Public propertyaccountleads_association N:N accountleads_association
Public propertyAccountNumber Type an ID number or code for the account to quickly search and identify the account in system views.
Public propertyAccountRatingCode Select a rating to indicate the value of the customer account.
Public propertyAddress1_AddressId Unique identifier for address 1.
Public propertyAddress1_AddressTypeCode Select the primary address type.
Public propertyAddress1_City Type the city for the primary address.
Public propertyAddress1_Composite Shows the complete primary address.
Public propertyAddress1_Country Type the country or region for the primary address.
Public propertyAddress1_County Type the county for the primary address.
Public propertyAddress1_Fax Type the fax number associated with the primary address.
Public propertyAddress1_FreightTermsCode Select the freight terms for the primary address to make sure shipping orders are processed correctly.
Public propertyAddress1_Latitude Type the latitude value for the primary address for use in mapping and other applications.
Public propertyAddress1_Line1 Type the first line of the primary address.
Public propertyAddress1_Line2 Type the second line of the primary address.
Public propertyAddress1_Line3 Type the third line of the primary address.
Public propertyAddress1_Longitude Type the longitude value for the primary address for use in mapping and other applications.
Public propertyAddress1_Name Type a descriptive name for the primary address, such as Corporate Headquarters.
Public propertyAddress1_PostalCode Type the ZIP Code or postal code for the primary address.
Public propertyAddress1_PostOfficeBox Type the post office box number of the primary address.
Public propertyAddress1_PrimaryContactName Type the name of the main contact at the account's primary address.
Public propertyAddress1_ShippingMethodCode Select a shipping method for deliveries sent to this address.
Public propertyAddress1_StateOrProvince Type the state or province of the primary address.
Public propertyAddress1_Telephone1 Type the main phone number associated with the primary address.
Public propertyAddress1_Telephone2 Type a second phone number associated with the primary address.
Public propertyAddress1_Telephone3 Type a third phone number associated with the primary address.
Public propertyAddress1_UPSZone 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.
Public propertyAddress1_UTCOffset Select the time zone, or UTC offset, for this address so that other people can reference it when they contact someone at this address.
Public propertyAddress2_AddressId Unique identifier for address 2.
Public propertyAddress2_AddressTypeCode Select the secondary address type.
Public propertyAddress2_City Type the city for the secondary address.
Public propertyAddress2_Composite Shows the complete secondary address.
Public propertyAddress2_Country Type the country or region for the secondary address.
Public propertyAddress2_County Type the county for the secondary address.
Public propertyAddress2_Fax Type the fax number associated with the secondary address.
Public propertyAddress2_FreightTermsCode Select the freight terms for the secondary address to make sure shipping orders are processed correctly.
Public propertyAddress2_Latitude Type the latitude value for the secondary address for use in mapping and other applications.
Public propertyAddress2_Line1 Type the first line of the secondary address.
Public propertyAddress2_Line2 Type the second line of the secondary address.
Public propertyAddress2_Line3 Type the third line of the secondary address.
Public propertyAddress2_Longitude Type the longitude value for the secondary address for use in mapping and other applications.
Public propertyAddress2_Name Type a descriptive name for the secondary address, such as Corporate Headquarters.
Public propertyAddress2_PostalCode Type the ZIP Code or postal code for the secondary address.
Public propertyAddress2_PostOfficeBox Type the post office box number of the secondary address.
Public propertyAddress2_PrimaryContactName Type the name of the main contact at the account's secondary address.
Public propertyAddress2_ShippingMethodCode Select a shipping method for deliveries sent to this address.
Public propertyAddress2_StateOrProvince Type the state or province of the secondary address.
Public propertyAddress2_Telephone1 Type the main phone number associated with the secondary address.
Public propertyAddress2_Telephone2 Type a second phone number associated with the secondary address.
Public propertyAddress2_Telephone3 Type a third phone number associated with the secondary address.
Public propertyAddress2_UPSZone 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.
Public propertyAddress2_UTCOffset Select the time zone, or UTC offset, for this address so that other people can reference it when they contact someone at this address.
Public propertyAging30 For system use only.
Public propertyAging30_Base The base currency equivalent of the aging 30 field.
Public propertyAging60 For system use only.
Public propertyAging60_Base The base currency equivalent of the aging 60 field.
Public propertyAging90 For system use only.
Public propertyAging90_Base The base currency equivalent of the aging 90 field.
Public propertyAttributes
(Inherited from Entity)
Public propertybusiness_unit_accounts N:1 business_unit_accounts
Public propertyBusinessTypeCode Select the legal designation or other business type of the account for contracts or reporting purposes.
Public propertycontact_customer_accounts 1:N contact_customer_accounts
Public propertycontract_billingcustomer_accounts 1:N contract_billingcustomer_accounts
Public propertycontract_customer_accounts 1:N contract_customer_accounts
Public propertycontractlineitem_customer_accounts 1:N contractlineitem_customer_accounts
Public propertyCreatedAccount_BulkOperationLogs2 1:N CreatedAccount_BulkOperationLogs2
Public propertyCreatedBy Shows who created the record.
Public propertyCreatedByExternalParty Shows the external party who created the record.
Public propertyCreatedOn 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.
Public propertyCreatedOnBehalfBy Shows who created the record on behalf of another user.
Public propertyCreditLimit Type the credit limit of the account. This is a useful reference when you address invoice and accounting issues with the customer.
Public propertyCreditLimit_Base Shows the credit limit converted to the system's default base currency for reporting purposes.
Public propertyCreditOnHold 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.
Public propertyCustomerSizeCode Select the size category or range of the account for segmentation and reporting purposes.
Public propertyCustomerTypeCode Select the category that best describes the relationship between the account and your organization.
Public propertyDefaultPriceLevelId 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.
Public propertyDescription Type additional information to describe the account, such as an excerpt from the company's website.
Public propertyDoNotBulkEMail 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.
Public propertyDoNotBulkPostalMail 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.
Public propertyDoNotEMail Select whether the account allows direct email sent from Microsoft Dynamics CRM.
Public propertyDoNotFax Select whether the account allows faxes. If Do Not Allow is selected, the account will be excluded from fax activities distributed in marketing campaigns.
Public propertyDoNotPhone 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.
Public propertyDoNotPostalMail 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.
Public propertyDoNotSendMM Select whether the account accepts marketing materials, such as brochures or catalogs.
Public propertyEMailAddress1 Type the primary email address for the account.
Public propertyEMailAddress2 Type the secondary email address for the account.
Public propertyEMailAddress3 Type an alternate email address for the account.
Public propertyEntityImage Shows the default image for the record.
Public propertyEntityImage_Timestamp 
Public propertyEntityImage_URL 
Public propertyEntityImageId For internal use only.
Public propertyEntityState
(Inherited from Entity)
Public propertyequipment_accounts N:1 equipment_accounts
Public propertyExchangeRate 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.
Public propertyExtensionData
(Inherited from Entity)
Public propertyFax Type the fax number for the account.
Public propertyFormattedValues
(Inherited from Entity)
Public propertyFtpSiteURL Type the URL for the account's FTP site to enable users to access data and share documents.
Public propertyHasLazyFileAttribute
(Inherited from Entity)
Public propertyId
(Overrides Entity.Id)
Public propertyImportSequenceNumber Unique identifier of the data import or data migration that created this record.
Public propertyincident_customer_accounts 1:N incident_customer_accounts
Public propertyIndustryCode Select the account's primary industry for use in marketing segmentation and demographic analysis.
Public propertyinvoice_customer_accounts 1:N invoice_customer_accounts
Public propertyItem
(Inherited from Entity)
Public propertyKeyAttributes
(Inherited from Entity)
Public propertyLastOnHoldTime Contains the date and time stamp of the last on hold time.
Public propertyLastUsedInCampaign Shows the date when the account was last included in a marketing campaign or quick campaign.
Public propertyLazyFileAttributeKey
(Inherited from Entity)
Public propertyLazyFileAttributeValue
(Inherited from Entity)
Public propertyLazyFileSizeAttributeKey
(Inherited from Entity)
Public propertyLazyFileSizeAttributeValue
(Inherited from Entity)
Public propertylead_customer_accounts 1:N lead_customer_accounts
Public propertylead_parent_account 1:N lead_parent_account
Public propertylistaccount_association N:N listaccount_association
Public propertylk_accountbase_createdby N:1 lk_accountbase_createdby
Public propertylk_accountbase_createdonbehalfby N:1 lk_accountbase_createdonbehalfby
Public propertylk_accountbase_modifiedby N:1 lk_accountbase_modifiedby
Public propertylk_accountbase_modifiedonbehalfby N:1 lk_accountbase_modifiedonbehalfby
Public propertylk_externalparty_account_createdby N:1 lk_externalparty_account_createdby
Public propertylk_externalparty_account_modifiedby N:1 lk_externalparty_account_modifiedby
Public propertyLogicalName
(Inherited from Entity)
Public propertymanualsla_account N:1 manualsla_account
Public propertyMarketCap Type the market capitalization of the account to identify the company's equity, used as an indicator in financial performance analysis.
Public propertyMarketCap_Base Shows the market capitalization converted to the system's default base currency.
Public propertyMasterId Shows the master account that the account was merged with.
Public propertyMerged Shows whether the account has been merged with another account.
Public propertyModifiedBy Shows who last updated the record.
Public propertyModifiedByExternalParty Shows the external party who modified the record.
Public propertyModifiedOn 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.
Public propertyModifiedOnBehalfBy Shows who created the record on behalf of another user.
Public propertyName Type the company or business name.
Public propertyNumberOfEmployees Type the number of employees that work at the account for use in marketing segmentation and demographic analysis.
Public propertyOnHoldTime Shows how long, in minutes, that the record was on hold.
Public propertyOpenDeals Number of open opportunities against an account and its child accounts.
Public propertyOpenDeals_Date The date time for Open Deals.
Public propertyOpenDeals_State State of Open Deals.
Public propertyOpenRevenue Sum of open revenue against an account and its child accounts.
Public propertyOpenRevenue_Base Sum of open revenue against an account and its child accounts.
Public propertyOpenRevenue_Date The date time for Open Revenue.
Public propertyOpenRevenue_State State of Open Revenue.
Public propertyopportunity_customer_accounts 1:N opportunity_customer_accounts
Public propertyopportunity_parent_account 1:N opportunity_parent_account
Public propertyorder_customer_accounts 1:N order_customer_accounts
Public propertyOriginatingLeadId Shows the lead that the account was created from if the account was created by converting a lead in Microsoft Dynamics CRM. This is used to relate the account to data on the originating lead for use in reporting and analytics.
Public propertyOverriddenCreatedOn Date and time that the record was migrated.
Public propertyOwnerId 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.
Public propertyOwnershipCode Select the account's ownership structure, such as public or private.
Public propertyOwningBusinessUnit Shows the business unit that the record owner belongs to.
Public propertyOwningTeam Unique identifier of the team who owns the account.
Public propertyOwningUser Unique identifier of the user who owns the account.
Public propertyParentAccountId Choose the parent account associated with this account to show parent and child businesses in reporting and analytics.
Public propertyParticipatesInWorkflow For system use only. Legacy Microsoft Dynamics CRM 3.0 workflow data.
Public propertyPaymentTermsCode Select the payment terms to indicate when the customer needs to pay the total amount.
Public propertyPreferredAppointmentDayCode Select the preferred day of the week for service appointments.
Public propertyPreferredAppointmentTimeCode Select the preferred time of day for service appointments.
Public propertyPreferredContactMethodCode Select the preferred method of contact.
Public propertyPreferredEquipmentId Choose the account's preferred service facility or equipment to make sure services are scheduled correctly for the customer.
Public propertyPreferredServiceId Choose the account's preferred service for reference when you schedule service activities.
Public propertyPreferredSystemUserId Choose the preferred service representative for reference when you schedule service activities for the account.
Public propertyprice_level_accounts N:1 price_level_accounts
Public propertyPrimaryContactId Choose the primary contact for the account to provide quick access to contact details.
Public propertyPrimarySatoriId Primary Satori ID for Account
Public propertyPrimaryTwitterId Primary Twitter ID for Account
Public propertyProcessId Shows the ID of the process.
Public propertyprocessstage_account N:1 processstage_account
Public propertyquote_customer_accounts 1:N quote_customer_accounts
Public propertyReferencedaccount_master_account 1:N account_master_account
Public propertyReferencedaccount_parent_account 1:N account_parent_account
Public propertyReferencingaccount_master_account N:1 account_master_account
Public propertyReferencingaccount_parent_account N:1 account_parent_account
Public propertyRelatedEntities
(Inherited from Entity)
Public propertyRevenue Type the annual revenue for the account, used as an indicator in financial performance analysis.
Public propertyRevenue_Base Shows the annual revenue converted to the system's default base currency. The calculations use the exchange rate specified in the Currencies area.
Public propertyRowVersion
(Inherited from Entity)
Public propertyservice_accounts N:1 service_accounts
Public propertySharesOutstanding Type the number of shares available to the public for the account. This number is used as an indicator in financial performance analysis.
Public propertyShippingMethodCode Select a shipping method for deliveries sent to the account's address to designate the preferred carrier or other delivery option.
Public propertySIC Type the Standard Industrial Classification (SIC) code that indicates the account's primary industry of business, for use in marketing segmentation and demographic analysis.
Public propertysla_account N:1 sla_account
Public propertySLAId Choose the service level agreement (SLA) that you want to apply to the Account record.
Public propertySLAInvokedId Last SLA that was applied to this case. This field is for internal use only.
Public propertyslakpiinstance_account 1:N slakpiinstance_account
Public propertySocialActivity_PostAuthor_accounts 1:N SocialActivity_PostAuthor_accounts
Public propertySocialActivity_PostAuthorAccount_accounts 1:N SocialActivity_PostAuthorAccount_accounts
Public propertySocialprofile_customer_accounts 1:N Socialprofile_customer_accounts
Public propertySourceAccount_BulkOperationLogs 1:N SourceAccount_BulkOperationLogs
Public propertyStageId Shows the ID of the stage.
Public propertyStateCode Shows whether the account is active or inactive. Inactive accounts are read-only and can't be edited unless they are reactivated.
Public propertyStatusCode Select the account's status.
Public propertyStockExchange Type the stock exchange at which the account is listed to track their stock and financial performance of the company.
Public propertysystem_user_accounts N:1 system_user_accounts
Public propertyteam_accounts N:1 team_accounts
Public propertyTelephone1 Type the main phone number for this account.
Public propertyTelephone2 Type a second phone number for this account.
Public propertyTelephone3 Type a third phone number for this account.
Public propertyterritory_accounts N:1 territory_accounts
Public propertyTerritoryCode Select a region or territory for the account for use in segmentation and analysis.
Public propertyTerritoryId Choose the sales region or territory for the account to make sure the account is assigned to the correct representative and for use in segmentation and analysis.
Public propertyTickerSymbol 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.
Public propertyTimeZoneRuleVersionNumber For internal use only.
Public propertytransactioncurrency_account N:1 transactioncurrency_account
Public propertyTransactionCurrencyId Choose the local currency for the record to make sure budgets are reported in the correct currency.
Public propertyTraversedPath For internal use only.
Public propertyuser_accounts N:1 user_accounts
Public propertyuserentityinstancedata_account 1:N userentityinstancedata_account
Public propertyUTCConversionTimeZoneCode Time zone code that was in use when the record was created.
Public propertyVersionNumber Version number of the account.
Public propertyWebSiteURL Type the account's website URL to get quick details about the company profile.
Public propertyYomiName 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.
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Methods
 NameDescription
Public methodContains
(Inherited from Entity)
Public methodEqualsDetermines whether the specified object is equal to the current object.
(Inherited from Object)
Protected methodFinalizeAllows an object to try to free resources and perform other cleanup operations before it is reclaimed by garbage collection.
(Inherited from Object)
Public methodGetAttributeValue``1
(Inherited from Entity)
Protected methodGetFormattedAttributeValue
(Inherited from Entity)
Public methodGetHashCodeServes as the default hash function.
(Inherited from Object)
Protected methodGetRelatedEntities``1
(Inherited from Entity)
Protected methodGetRelatedEntity``1
(Inherited from Entity)
Public methodGetTypeGets the Type of the current instance.
(Inherited from Object)
Protected methodMemberwiseCloneCreates a shallow copy of the current Object.
(Inherited from Object)
Protected methodSetAttributeValue
(Inherited from Entity)
Protected methodSetRelatedEntities``1
(Inherited from Entity)
Protected methodSetRelatedEntity``1
(Inherited from Entity)
Public methodToEntity``1
(Inherited from Entity)
Public methodToEntityReference
(Inherited from Entity)
Public methodToStringReturns a string that represents the current object.
(Inherited from Object)
Public methodTryGetAttributeValue``1
(Inherited from Entity)
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Events
Fields
See Also