Jerry Weinstock is the Business Development Manager at CRM Innovation a Microsoft Gold Certified Partner. CRM Innovation builds functional enhancements and codeless solutions for Dynamics CRM 4.0. Jerry has been doing implementations since version 1.2.
Right out of the box Microsoft Dynamics CRM 4.0 provides a wealth of phone attributes to use in tuning the application to the user’s environment. There hasn’t been a single CRM implementation I have been involved with where one of the first things users latched onto was modifying or removing phone fields displayed on an entity form. On each of these occasions I have often said to myself – After this project I am going to put together a reference document that I can use for the next project. Well the time has come and it has been done.
There are 15 CRM Entities that have ‘phone’ attributes – this includes fields labeled as Telephone, Fax, Pager, or Mobile Phone. All together there are 102 phone attributes in the CRM system that are exposed to the System Customizer. These 15 entities and their corresponding attributes are available in the Customization section in the Settings Area. But this isn’t all of them. After a little digging I discovered that there are 5 more entities with a total of 14 phone attributes that can be seen when browsing to the metadata view (http://servername:5555/organization_name/sdk/list.aspx) that don’t show up in the Customization section.
There are two key items to consider when using the phone fields – length and mappings. Fortunately, the former is easy to deal with because except for two instances all the phone fields are the same length – 50 characters. Only two fields – Pager in the Lead Entity and Phone Number in the Phone Call entity are not 50 characters – they are 20 and 25 characters long respectively.
The second item – mappings – and how easy it is to get in trouble here with phone fields are going to covered in another blog posting.
Two tables follow, the first is a listing of all 20 entities and 116 phone attributes. The second one displays the Source-to-Target mappings for all phone attributes.
Phone Field Listings
Entity |
Schema Name |
Display Name |
Form Name |
Account |
. |
. |
. |
. |
address1_telephone1 |
Address Phone |
Address Phone |
. |
address1_telephone2 |
Address: Telephone 2 |
– |
. |
address1_telephone3 |
Address: Telephone 3 |
– |
. |
address2_telephone1 |
Address2: Telephone 1 |
– |
. |
address2_telephone2 |
Address2: Telephone 2 |
– |
. |
address2_telephone3 |
Address2: Telephone 3 |
– |
. |
fax |
Fax |
Fax |
. |
address1_fax |
Address 1: Fax |
– |
. |
address2_fax |
Address 2: Fax |
– |
. |
telephone1 |
Main Phone |
Main Phone |
. |
telephone2 |
Other Phone |
Other Phone |
. |
telephone3 |
Telephone 3 |
– |
Business Unit |
. |
. |
No Form Entity |
. |
address1_telephone1 |
Main Phone |
. |
. |
address1_telephone2 |
Other Phone |
. |
. |
address1_telephone3 |
Address 1: Telephone 3 |
. |
. |
address2_telephone1 |
Address 2: Telephone 1 |
. |
. |
address2_telephone2 |
Address 2: Telephone 2 |
. |
. |
address2_telephone3 |
Address 2: Telephone 3 |
. |
. |
address1_fax |
Address 1: Fax |
. |
. |
address2_fax |
Address 2: Fax |
. |
Campaign Response |
. |
. |
. |
. |
telephone |
Phone |
Phone |
. |
fax |
Fax |
Fax |
Competitor |
. |
. |
. |
. |
address1_telephone1 |
Address 1: Telephone 1 |
– |
. |
address1_telephone2 |
Address 1: Telephone 2 |
– |
. |
address1_telephone3 |
Address 2: Telephone 3 |
– |
. |
address2_telephone1 |
Address 2: Telephone 1 |
– |
. |
address2_telephone2 |
Address 2: Telephone 2 |
– |
. |
address2_telephone3 |
Address 2: Telephone 3 |
– |
. |
address1_fax |
Address 1: Fax |
– |
. |
address2_fax |
Address 2: Fax |
– |
Competitor Address |
. |
. |
No Form Entity |
. |
telephone1 |
– |
. |
. |
telephone2 |
– |
. |
. |
telephone3 |
– |
. |
. |
fax |
– |
. |
Contact |
. |
. |
. |
. |
address1_telephone1 |
Address 1: Phone |
Phone |
. |
address1_telephone2 |
Address 1: Telephone 2 |
– |
. |
address1_telephone3 |
Address1 : Telephone 3 |
– |
. |
address2_telephone1 |
Address 2: Telephone 1 |
– |
. |
address2_telephone2 |
Address 2: Telephone 2 |
– |
. |
address2_telephone3 |
Address 2: Telephone 3 |
– |
. |
assistantphone |
Assistant Phone |
Assistant Phone |
. |
managerphone |
Manager Phone |
Manager Phone |
. |
mobilephone |
Mobile Phone |
Mobile Phone |
. |
telephone1 |
Business Phone |
Business Phone |
. |
telephone2 |
Home Phone |
Home Phone |
. |
telephone3 |
Telephone 3 |
– |
. |
address1_fax |
Address 1: Fax |
– |
. |
address2_fax |
Address 2: Fax |
– |
. |
fax |
Fax |
Fax |
. |
pager |
Pager |
Pager |
. |
managerphone |
Manager Phone |
Manager Phone |
. |
assistantphone |
Assistant Phone |
Assistant Phone |
Customer Address |
. |
. |
No Form Entity |
. |
fax |
. |
. |
. |
telephone1 |
. |
. |
. |
telephone2 |
. |
. |
. |
telephone3 |
. |
. |
Fax |
. |
. |
. |
. |
faxnumber |
Fax Number |
Fax Number |
Internal Address |
. |
. |
No Form Entity |
. |
telephone1 |
– |
. |
. |
telephone2 |
– |
. |
. |
telephone3 |
– |
. |
. |
fax |
– |
. |
Invoice |
. |
. |
. |
. |
billto_telephone |
Bill To Phone |
Phone |
. |
shipto_telephone |
Ship To Phone |
Fax |
. |
billto_fax |
Bill To Fax |
Phone |
. |
shipto_Fax |
Ship To Fax |
Fax |
Invoice Detail |
. |
. |
No Form Entity |
. |
shipto_telephone |
. |
. |
. |
shipto_Fax |
. |
. |
Lead |
. |
. |
. |
. |
address1_telephone1 |
Address 1: Telephone 1 |
– |
. |
address1_telephone2 |
Address 1: Telephone 2 |
– |
. |
address1_telephone3 |
Address1 : Telephone 3 |
– |
. |
address2_telephone1 |
Address 2: Telephone 1 |
– |
. |
address2_telephone2 |
Address 2: Telephone 2 |
– |
. |
address2_telephone3 |
Address 2: Telephone 3 |
– |
. |
mobilephone |
Mobile Phone |
Mobile Phone |
. |
telephone1 |
Business Phone |
Business Phone |
. |
telephone2 |
Home Phone |
Home Phone |
. |
telephone3 |
Other Phone |
Other Phone |
. |
address1_fax |
Address 1: Fax |
– |
. |
address2_fax |
Address 2: Fax |
– |
. |
fax |
Fax |
Fax |
. |
pager |
Pager |
Pager |
Lead Address |
. |
. |
No Form Entity |
. |
telephone1 |
Main Phone |
. |
. |
telephone2 |
Phone 2 |
. |
. |
telephone3 |
Telephone 3 |
. |
. |
fax |
Fax |
. |
Phone Call |
. |
. |
. |
. |
phonenumber |
Phone Number |
Phone Number |
Quote |
. |
. |
. |
. |
billto_telephone |
Bill To Phone |
Phone |
. |
shipto_telephone |
Ship To Phone |
Fax |
. |
billto_fax |
Bill To Fax |
Phone |
. |
shipto_Fax |
Ship To Fax |
Fax |
Quote Detail |
. |
. |
No Form Entity |
. |
shipto_telephone |
. |
. |
. |
shipto_fax |
. |
. |
Sales Order |
. |
. |
No Form Entity |
. |
shipto_telephone |
. |
. |
. |
shipto_fax |
. |
. |
. |
billto_telephone |
. |
. |
. |
billto_fax |
. |
. |
Sales Order Detail |
. |
. |
No Form Entity |
. |
shipto_fax |
. |
. |
. |
shipto_telephone |
. |
. |
Site |
. |
. |
No Form Entity |
. |
address1_telephone1 |
Main Phone |
. |
. |
address1_telephone2 |
Other Phone |
. |
. |
address1_telephone3 |
Address 1: Telephone 3 |
. |
. |
address2_telephone1 |
Address 2: Telephone 1 |
. |
. |
address2_telephone2 |
Address 2: Telephone 2 |
. |
. |
address2_telephone3 |
Address 2: Telephone 3 |
. |
. |
address1_fax |
Address 1: Fax |
. |
. |
address2_fax |
Address 2: Fax |
. |
User |
. |
. |
. |
. |
address1_telephone1 |
Main Phone |
Main Phone |
. |
address1_telephone2 |
Other Phone |
Other Phone |
. |
address1_telephone3 |
Pager |
Pager |
. |
address2_telephone1 |
Address 2: Telephone 1 |
– |
. |
address2_telephone2 |
Address 2: Telephone 2 |
– |
. |
address2_telephone3 |
Address 2: Telephone 3 |
– |
. |
homephone |
Home Phone |
Home Phone |
. |
mobilephone |
Mobile Phone |
Mobile Phone |
. |
address1_fax |
Address 1: Fax |
Fax |
. |
address2_fax |
Address 2: Fax |
– |
Index:
Bold – Entity is in the Customization area
Underline – Entity is in the Metadata view only
Dash – no information given
No Form Entity – there is no Form for this entity in the Customization screen
Phone Field Mappings
Entity |
Schema Name |
Display Name |
Form Name |
|
Source |
Contact |
address1_telephone1 |
Address 1: Phone |
Phone |
Target |
Contact |
address1_telephone1 |
Address 1: Phone |
Phone |
. |
. |
. |
. |
. |
Source |
Contact |
mobilephone |
Mobile Phone |
Mobile Phone |
Target |
Contact |
mobilephone |
Mobile Phone |
Mobile Phone |
. |
. |
. |
. |
. |
Source |
Contact |
telephone1 |
Business Phone |
Business Phone |
Target |
Contact |
telephone1 |
Business Phone |
Business Phone |
. |
. |
. |
. |
. |
Source |
Contact |
telephone2 |
Home Phone |
Home Phone |
Target |
Contact |
telephone2 |
Home Phone |
Home Phone |
. |
. |
. |
. |
. |
Source |
Contact |
fax |
Fax |
Fax |
Target |
Contact |
fax |
Fax |
Fax |
. |
. |
. |
. |
. |
Source |
Lead |
mobilephone |
Mobile Phone |
Mobile Phone |
Target |
Contact |
mobilephone |
Mobile Phone |
Mobile Phone |
. |
. |
. |
. |
. |
Source |
Lead |
telephone1 |
Business Phone |
Business Phone |
Target |
Account |
telephone1 |
Main Phone |
Main Phone |
Target |
Contact |
telephone1 |
Business Phone |
Business Phone |
. |
. |
. |
. |
. |
Source |
Lead |
telephone2 |
Home Phone |
Home Phone |
Target |
Contact |
telephone2 |
Home Phone |
Home Phone |
. |
. |
. |
. |
. |
Source |
Lead |
telephone3 |
Other Phone |
Other Phone |
Target |
Account |
telephone2 |
Telephone 2 |
Other Phone |
Target |
Contact |
telephone3 |
Telephone 3 |
– |
. |
. |
. |
. |
.
|
Source |
Lead |
fax |
Fax |
Fax |
Target |
Account |
fax |
Fax |
Fax |
Target |
Contact |
fax |
Fax |
– |
. |
. |
. |
. |
. |
Source |
Lead |
pager |
Pager |
Pager |
Target |
Contact |
pager |
Pager |
Pager |
. |
. |
. |
. |
. |
Source |
Account |
address1_telephone1 |
Address Phone |
Address Phone |
Target |
Contact |
address1_telephone1 |
Address1: Phone |
Phone |