Edit

Share via

Customers V3 entity

  • Article

The Customers V3 entity supports creating and updating customers; and includes all the fields for a typical customer. It also includes about 80 fields that the other customer entities support.

When to use this entity

Use the Customers V3 entity when the scenario includes approximately 80 fields that aren't supported by the Customer definitions and Customer details V2 entities. Do not use the Customers V3 entity in scenarios where high performance is required, including where the volume or frequency is high.

Summary

Type Name
Data management entity name Customers V3
OData public entity CustomerV3
OData public collection CustomersV3
Related menu items Accounts receivable / Customers / All customers
Related entities Customer definitions, Customer details V2
Performance pattern Single thread only
Application Object Tree (AOT) name CustCustomerV3Entity

Fields

Field Description
CUSTOMERACCOUNT Specifies the primary key.
ADDRESSCITY Specifies a foreign key to the Cities entity.
ADDRESSCOUNTRYREGIONID Specifies a foreign key to the Country/regions entity. This field is required when the ADDRESSDESCRIPTION is included.
ADDRESSCOUNTY Specifies a foreign key to the Counties entity.
ADDRESSSTATE Specifies a foreign key to the States entity.
ADDRESSZIPCODE Specifies a foreign key to the Postal codes V3 entity.
CUSTOMERGROUPID Specifies a foreign key to the Customer groups entity. This field is required.
DEFAULTDIMENSIONDISPLAYVALUE Updating this field requires configuring the Default dimension format using the Financial dimension configuration for integrating applications menu item**.**
INVOICEACCOUNT Specifies a foreign key that is a self-relation to another customer. The customer referenced by INVOICEACCOUNT has to exist before this field can be updated.
NAME Specifies the customer's name if PARTYTYPE is Organization. It's ignored if PARTYTYPE is Person. This field is required.
PARTYTYPE Specifies the type of the customer. The allowed values are Organization and Person. If this field isn't specified, the default value is Organization.
PAYMENTMETHOD Specifies a foreign key to the Customer payment method entity.
PAYMENTTERMS Specifies a foreign key to the Terms of payment entity.
PERSONFIRSTNAME
PERSONMIDDLENAME
PERSONLASTNAME		 These fields specify the customer's name if PARTYTYPE is Person. One of these fields is required if PARTYTYPE is Person.
SALECURRENCYCODE Specifies the default currency. Specifies a foreign key to the Currencies entity. This field is required.
SALESTAXGROUP Specifies a foreign key to the Sales tax groups entity.

Issues and considerations

The Customers V3 entity's ability to support all scenarios related to creating and updating customers reduces its performance.

Example: Customer that is an organization

The following fields are required to create a customer that is an organization.

  • CUSTOMERACCOUNT

  • PARTYTYPE

  • CUSTOMERGROUPID

  • SALESCURRENCYCODE

  • ORGANIZATIONNAME

Example: Customer that is a person

The following fields are required to create a customer that is a person.

  • CUSTOMERACCOUNT

  • PARTYTYPE

  • PERSONFIRSTNAME

  • PERSONMIDDLENAME

  • PERSONLASTNAME

  • CUSTOMERGROUPID

  • SALESCURRENCYCODE

Note

Only one of the person name fields is required.

Import customers in Dynamics 365 projects