A Plethora of Phone Attributes - Microsoft Dynamics 365 Blog

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

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