Account entity messages and methods

 

Updated: November 29, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

An account represents a person or business that the salesperson sells a product or service to. The schema name for this entity is Account. To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the metadata for your organization. You can also view the metadata for an uncustomized organization in the Excel file called EntityMetadata.xlsx included in the top-level folder of the SDK download.

The following table describes the messages for this entity, which you use with the IOrganizationService.Execute method.

Message

Description

AssignRequest

Assigns an account to another user or team.

AssociateRequest

Creates a link between a record and one or more records that participate in a relationship. You can also use the IOrganizationService.Associate method. For more information, see Actions on entity records. For a list of default relationships for this entity, refer to the Account entity metadata. You can find this information in the metadata for your organization. See the preceding metadata browser information.

CreateRequest

Creates an account. You can also call the IOrganizationService.Create method.

DeleteRequest

Deletes an account. You can also call the IOrganizationService.Delete method.

DisassociateRequest

Removes a link between a record and one or more records that participate in a relationship. You can also use the IOrganizationService.Disassociate method. For more information, see Actions on entity records. For a list of default relationships for this entity, refer to the Account entity metadata. You can find this information in the metadata for your organization. See the preceding metadata browser information.

GrantAccessRequest

Shares an account with another security principal (user or team).

InitializeFromRequest

Initializes a new record from an existing record provided that an attribute map is defined for the two entities. For more information, see Customize entity and attribute mappings.

MergeRequest

Merges two accounts.

ModifyAccessRequest

Changes the access rights for an account previously shared with another security principal (user or team).

RetrieveDuplicatesRequest

Detects and retrieves duplicate records for the specified record provided that duplicate detection is enabled and there are published duplicate detection rules for the entity. For more information, see Detect duplicate data.

RetrieveRequest

Retrieves an account. You can also call the IOrganizationService.Retrieve method.

RetrieveMultipleRequest

Retrieves a collection of accounts. You can also call the IOrganizationService.RetrieveMultiple method.

RetrievePrincipalAccessRequest

Retrieves the access that the specified security principal (user or team) has to an account.

RetrieveSharedPrincipalsAndAccessRequest

Retrieves the security principals (users or teams) that have access to an account, and their access rights to the account.

RevokeAccessRequest

Removes all access to an account for the specified security principal (user or team).

SetStateRequest

Sets the state of an account. The possible states are defined in the Account.State attribute. If you are using early bound types, use the AccountState enumeration. For a list of the state values, refer to the Account entity metadata. You can find this information in the metadata for your organization. See the preceding metadata browser information.

UpdateRequest

Updates an account. You can also call the IOrganizationService.Update method.

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