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account
AccountstandardportalcrmStandard Dataverse organisation record; the portal parent and the home of customer, partner and supplier categories.
Reused as-is. A custom customer table is an anti-pattern. Partner and supplier are an account category, not a separate table. Not added: no merge tracking (Aaron 24 Sep 2026: merges restricted). 4 Oct 2026: one owner team per account; cross-country working access is membership of that team.
- Class
- standard
- Ownership
- User/Team
- Area
- Core
- Group
- Customer
- Primary name column
- name
- Display collection
- Accounts
- Platform
- AllUsers, Admin, Portal, Reporting
- Parental to
- —
References out (4)
| seco_project | seco_accountid | ReferentialRestrictDelete · req |
| seco_request | seco_accountid | ReferentialRestrictDelete · req |
| seco_samaccount | seco_accountid | ReferentialRestrictDelete · req |
| seco_actionshare | seco_account | Referential · req |
Referenced by (1)
| seco_strategicaccount | seco_strategicaccount | Referential |
Columns
Defined in a later pass
Views
Defined in a later pass
Forms
Defined in a later pass