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A Plethora of Phone Attributes

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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