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Account table/entity reference (Microsoft Dynamics 365 Field Service)

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Business that represents a customer or potential customer. The company that is billed in business transactions.

Note

The Microsoft Dynamics 365 Field Service Account table extends the Microsoft Dynamics 365 Account table.

Writable columns/attributes

These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

msdyn_BillingAccount

Property Value
Description Reference to an other account to be used for billing (only to be used if billing account differs)
DisplayName Billing Account
IsValidForForm True
IsValidForRead True
LogicalName msdyn_billingaccount
RequiredLevel None
Type Lookup
Targets account

msdyn_PreferredResource

Property Value
Description
DisplayName Preferred Resource (Deprecated)
IsValidForForm True
IsValidForRead True
LogicalName msdyn_preferredresource
RequiredLevel None
Type Lookup
Targets bookableresource

msdyn_SalesTaxCode

Property Value
Description Default Sales Tax Code
DisplayName Sales Tax Code
IsValidForForm True
IsValidForRead True
LogicalName msdyn_salestaxcode
RequiredLevel None
Type Lookup
Targets msdyn_taxcode

msdyn_segmentid

Property Value
Description Unique identifier for Segment associated with account.
DisplayName Segment Id
IsValidForForm True
IsValidForRead True
LogicalName msdyn_segmentid
RequiredLevel None
Type Lookup
Targets msdyn_segment

msdyn_ServiceTerritory

Property Value
Description The Service Territory this account belongs to. This is used to optimize scheduling and routing
DisplayName Service Territory
IsValidForForm True
IsValidForRead True
LogicalName msdyn_serviceterritory
RequiredLevel None
Type Lookup
Targets territory

msdyn_TaxExempt

Property Value
Description Select whether the account is tax exempt.
DisplayName Tax Exempt
IsValidForForm True
IsValidForRead True
LogicalName msdyn_taxexempt
RequiredLevel None
Type Boolean
GlobalChoiceName msdyn_account_msdyn_taxexempt
DefaultValue False
True Label Yes
False Label No

msdyn_TaxExemptNumber

Property Value
Description Shows the government tax exempt number.
DisplayName Tax Exempt Number
IsValidForForm True
IsValidForRead True
LogicalName msdyn_taxexemptnumber
RequiredLevel None
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 20

msdyn_TravelCharge

Property Value
Description Enter the travel charge to include on work orders. This value will be multiplied by the travel charge type.
DisplayName Travel Charge
IsValidForForm True
IsValidForRead True
LogicalName msdyn_travelcharge
RequiredLevel None
Type Money
ImeMode Auto
IsBaseCurrency False
MaxValue 1000000000
MinValue 0
Precision 2
PrecisionSource 1 (Organization.PricingDecimalPrecision)

msdyn_TravelChargeType

Property Value
Description Specify how travel is charged for this account.
DisplayName Travel Charge Type
IsValidForForm True
IsValidForRead True
LogicalName msdyn_travelchargetype
RequiredLevel None
Type Picklist
DefaultFormValue 690970003
GlobalChoiceName msdyn_travelchargetype

msdyn_TravelChargeType Choices/Options

Value Label
690970000 Hourly
690970001 Mileage
690970002 Fixed
690970003 None

msdyn_workhourtemplate

Property Value
Description
DisplayName Work Hour Template
IsValidForForm True
IsValidForRead True
LogicalName msdyn_workhourtemplate
RequiredLevel None
Type Lookup
Targets msdyn_workhourtemplate

msdyn_WorkOrderInstructions

Property Value
Description Shows the default instructions to show on new work orders.
DisplayName Work Order Instructions
IsValidForForm True
IsValidForRead True
LogicalName msdyn_workorderinstructions
RequiredLevel None
Type Memo
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 4000

Read-only columns/attributes

These columns/attributes return false for both IsValidForCreate and IsValidForUpdate. Listed by SchemaName.

msdyn_travelcharge_Base

Property Value
Description Value of the Travel Charge in base currency.
DisplayName Travel Charge (Base)
IsValidForForm True
IsValidForRead True
LogicalName msdyn_travelcharge_base
RequiredLevel None
Type Money
ImeMode Disabled
IsBaseCurrency True
MaxValue 922337203685477
MinValue -922337203685477
Precision 2
PrecisionSource 1 (Organization.PricingDecimalPrecision)

Customized columns/attributes

Microsoft Dynamics 365 Field Service modifies the definition of columns/attributes defined in other solutions. Listed by SchemaName.

CustomerTypeCode

Changes from CustomerTypeCode (Microsoft Dataverse)

CustomerTypeCode Choices/Options

Value Label
13 Insurance carrier

Many-to-One relationships

These relationships are many-to-one. Listed by SchemaName.

msdyn_account_account_BillingAccount

One-To-Many Relationship: account msdyn_account_account_BillingAccount

Property Value
ReferencedEntity account
ReferencedAttribute accountid
ReferencingAttribute msdyn_billingaccount
ReferencingEntityNavigationPropertyName msdyn_billingaccount_account
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: RemoveLink
Merge: Cascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_bookableresource_account_PreferredResource

One-To-Many Relationship: bookableresource msdyn_bookableresource_account_PreferredResource

Property Value
ReferencedEntity bookableresource
ReferencedAttribute bookableresourceid
ReferencingAttribute msdyn_preferredresource
ReferencingEntityNavigationPropertyName msdyn_PreferredResource
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: RemoveLink
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_msdyn_taxcode_account_SalesTaxCode

One-To-Many Relationship: msdyn_taxcode msdyn_msdyn_taxcode_account_SalesTaxCode

Property Value
ReferencedEntity msdyn_taxcode
ReferencedAttribute msdyn_taxcodeid
ReferencingAttribute msdyn_salestaxcode
ReferencingEntityNavigationPropertyName msdyn_salestaxcode
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: RemoveLink
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_msdyn_workhourtemplate_account_workhourtemplate

One-To-Many Relationship: msdyn_workhourtemplate msdyn_msdyn_workhourtemplate_account_workhourtemplate

Property Value
ReferencedEntity msdyn_workhourtemplate
ReferencedAttribute msdyn_workhourtemplateid
ReferencingAttribute msdyn_workhourtemplate
ReferencingEntityNavigationPropertyName msdyn_workhourtemplate
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: RemoveLink
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_territory_account_ServiceTerritory

One-To-Many Relationship: territory msdyn_territory_account_ServiceTerritory

Property Value
ReferencedEntity territory
ReferencedAttribute territoryid
ReferencingAttribute msdyn_serviceterritory
ReferencingEntityNavigationPropertyName msdyn_serviceterritory
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: RemoveLink
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

One-to-Many relationships

These relationships are one-to-many. Listed by SchemaName.

account_msdyn_bookingalerts

Many-To-One Relationship: msdyn_bookingalert account_msdyn_bookingalerts

Property Value
ReferencingEntity msdyn_bookingalert
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName account_msdyn_bookingalerts
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: CRMActivity.RollupRelatedByParty
ViewId: 00000000-0000-0000-00aa-000010001903

msdyn_account_account_BillingAccount

Many-To-One Relationship: account msdyn_account_account_BillingAccount

Property Value
ReferencingEntity account
ReferencingAttribute msdyn_billingaccount
ReferencedEntityNavigationPropertyName msdyn_account_account_BillingAccount
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseLabel
Group: Details
Label: Billed Accounts
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_actual_AccountCustomer

Many-To-One Relationship: msdyn_actual msdyn_account_msdyn_actual_AccountCustomer

Property Value
ReferencingEntity msdyn_actual
ReferencingAttribute msdyn_accountcustomer
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_actual_AccountCustomer
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_actual_AccountVendor

Many-To-One Relationship: msdyn_actual msdyn_account_msdyn_actual_AccountVendor

Property Value
ReferencingEntity msdyn_actual
ReferencingAttribute msdyn_accountvendor
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_actual_AccountVendor
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_actual_ServiceAccount

Many-To-One Relationship: msdyn_actual msdyn_account_msdyn_actual_ServiceAccount

Property Value
ReferencingEntity msdyn_actual
ReferencingAttribute msdyn_serviceaccount
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_actual_ServiceAccount
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_agreement_BillingAccount

Many-To-One Relationship: msdyn_agreement msdyn_account_msdyn_agreement_BillingAccount

Property Value
ReferencingEntity msdyn_agreement
ReferencingAttribute msdyn_billingaccount
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_agreement_BillingAccount
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseLabel
Group: Details
Label: Billed Agreements
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_agreement_ServiceAccount

Many-To-One Relationship: msdyn_agreement msdyn_account_msdyn_agreement_ServiceAccount

Property Value
ReferencingEntity msdyn_agreement
ReferencingAttribute msdyn_serviceaccount
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_agreement_ServiceAccount
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_entitlementapplication_serviceaccount

Many-To-One Relationship: msdyn_entitlementapplication msdyn_account_msdyn_entitlementapplication_serviceaccount

Property Value
ReferencingEntity msdyn_entitlementapplication
ReferencingAttribute msdyn_serviceaccount
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_entitlementapplication_serviceaccount
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_nottoexceed_account

Many-To-One Relationship: msdyn_nottoexceed msdyn_account_msdyn_nottoexceed_account

Property Value
ReferencingEntity msdyn_nottoexceed
ReferencingAttribute msdyn_account
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_nottoexceed_account
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_purchaseorder_Vendor

Many-To-One Relationship: msdyn_purchaseorder msdyn_account_msdyn_purchaseorder_Vendor

Property Value
ReferencingEntity msdyn_purchaseorder
ReferencingAttribute msdyn_vendor
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_purchaseorder_Vendor
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_requirementresourcepreference_Account

Many-To-One Relationship: msdyn_requirementresourcepreference msdyn_account_msdyn_requirementresourcepreference_Account

Property Value
ReferencingEntity msdyn_requirementresourcepreference
ReferencingAttribute msdyn_account
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_requirementresourcepreference_Account
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseLabel
Group: Details
Label: Resource Preferences
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_rma_BillingAccount

Many-To-One Relationship: msdyn_rma msdyn_account_msdyn_rma_BillingAccount

Property Value
ReferencingEntity msdyn_rma
ReferencingAttribute msdyn_billingaccount
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_rma_BillingAccount
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseLabel
Group: Details
Label: Billing RMAs
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_rma_ServiceAccount

Many-To-One Relationship: msdyn_rma msdyn_account_msdyn_rma_ServiceAccount

Property Value
ReferencingEntity msdyn_rma
ReferencingAttribute msdyn_serviceaccount
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_rma_ServiceAccount
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseLabel
Group: Details
Label: RMAs
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_rmaproduct_Changeownership

Many-To-One Relationship: msdyn_rmaproduct msdyn_account_msdyn_rmaproduct_Changeownership

Property Value
ReferencingEntity msdyn_rmaproduct
ReferencingAttribute msdyn_changeownership
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_rmaproduct_Changeownership
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseLabel
Group: Details
Label: Change ownership
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_rmaproduct_ReturntoVendor

Many-To-One Relationship: msdyn_rmaproduct msdyn_account_msdyn_rmaproduct_ReturntoVendor

Property Value
ReferencingEntity msdyn_rmaproduct
ReferencingAttribute msdyn_returntovendor
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_rmaproduct_ReturntoVendor
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseLabel
Group: Details
Label: Return to Vendor
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_rtv_Vendor

Many-To-One Relationship: msdyn_rtv msdyn_account_msdyn_rtv_Vendor

Property Value
ReferencingEntity msdyn_rtv
ReferencingAttribute msdyn_vendor
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_rtv_Vendor
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseLabel
Group: Details
Label: RTVs
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_tradecoverage_Account

Many-To-One Relationship: msdyn_tradecoverage msdyn_account_msdyn_tradecoverage_Account

Property Value
ReferencingEntity msdyn_tradecoverage
ReferencingAttribute msdyn_account
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_tradecoverage_Account
IsCustomizable False
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_workorder_BillingAccount

Many-To-One Relationship: msdyn_workorder msdyn_account_msdyn_workorder_BillingAccount

Property Value
ReferencingEntity msdyn_workorder
ReferencingAttribute msdyn_billingaccount
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_workorder_BillingAccount
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseLabel
Group: Details
Label: Billed Work Orders
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_msdyn_workorder_ServiceAccount

Many-To-One Relationship: msdyn_workorder msdyn_account_msdyn_workorder_ServiceAccount

Property Value
ReferencingEntity msdyn_workorder
ReferencingAttribute msdyn_serviceaccount
ReferencedEntityNavigationPropertyName msdyn_account_msdyn_workorder_ServiceAccount
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_opportunityproduct_ServiceAccount

Many-To-One Relationship: opportunityproduct msdyn_account_opportunityproduct_ServiceAccount

Property Value
ReferencingEntity opportunityproduct
ReferencingAttribute msdyn_serviceaccount
ReferencedEntityNavigationPropertyName msdyn_account_opportunityproduct_ServiceAccount
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_product_DefaultVendor

Many-To-One Relationship: product msdyn_account_product_DefaultVendor

Property Value
ReferencingEntity product
ReferencingAttribute msdyn_defaultvendor
ReferencedEntityNavigationPropertyName msdyn_account_product_DefaultVendor
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseLabel
Group: Details
Label: Default Vendor
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_account_quote_Account

Many-To-One Relationship: quote msdyn_account_quote_Account

Property Value
ReferencingEntity quote
ReferencingAttribute msdyn_account
ReferencedEntityNavigationPropertyName msdyn_account_quote_Account
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseCollectionName
Group: Details
Label:
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_geofence_account

Many-To-One Relationship: msdyn_geofence msdyn_geofence_account

Property Value
ReferencingEntity msdyn_geofence
ReferencingAttribute msdyn_account
ReferencedEntityNavigationPropertyName msdyn_geofence_account
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: UseLabel
Group: Details
Label: Account
MenuId: null
Order: 10000
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

See also

Dataverse table/entity reference
Dataverse Web API Reference
account