Personas and privileges
Applies to: Dynamics 365 Contact Center—embedded, Dynamics 365 Contact Center—standalone, and Dynamics 365 Customer Service
This topic lists the table privileges and recommended access levels for the administrator, supervisor, and agent personas in Customer Service and Omnichannel for Customer Service.
To know more about the various access levels, see Security roles.
For more information about how personas are mapped to roles, see Manage personas.
Note
If custom plug-ins and workflows are used in the system, then you must ensure that the required privileges are granted to the personas, otherwise your plug-ins won't work.
Based on the channel provisioned, an entity may or may not exist. You'll need to add privileges for entities that exist.
Persona: Administrator
The following table lists the privileges and recommended access levels for the admin persona.
| Table name | Table unique name | Privilege name | Recommended access level |
|---|---|---|---|
| Activity | Activity | Append, Append To, Delete, Update | Local |
| Assign | Deep | ||
| Create | Basic | ||
| Read, Share | Global | ||
| AdminAppState | msdyn_adminappstate | Append, Append To, Create, Delete, Read, Update | Global |
| Agent Status history | msdyn_agentstatushistory | Create, Delete, Read, Update | Global |
| AI Configuration | msdyn_aiconfiguration | Append, Append To, Create, Delete, Read, Update | Global |
| AI Model | msdyn_aimodel | Append, Append To, Create, Delete, Read, Update | Global |
| AI Template | msdyn_aitemplate | Read | Global |
| App Module | AppModule | Read, Update | Global |
| App Profile | msdyn_appconfiguration | Append, Append To, Create, Delete, Read, Update | Global |
| App Configuration | AppConfig | Read | Global |
| App Parameter Definition (Deprecated) |
msdyn_consoleappparameterdefinition | Append, Append To, Create, Delete, Read, Update | Global |
| Apple messages for business acount | msdyn_ocapplebusinessaccount | Read | Global |
| Application Extension | msdyn_applicationextension | Append, Append To, Create, Delete, Read, Update | Global |
| Application Tab Template | msdyn_applicationtabtemplate | Append, Append To, Create, Delete, Read, Update | Global |
| Application Tab Template (Deprecated) |
msdyn_consoleapplicationtemplate | Append, Append To, Create, Delete, Read, Update | Global |
| Application Type (Deprecated) | msdyn_consoleapplicationtype | Append, Append To, Create, Delete, Read, Update | Global |
| Assignment Configuration | msdyn_assignmentconfiguration | Append, Append To, Create, Delete, Read, Update | Global |
| Assignment Configuration Step | msdyn_assignmentconfigurationstep | Append, Append To, Create, Delete, Read, Update | Global |
| Audio File | msdyn_soundfile | Append, Append To, Create, Delete, Read, Update | Global |
| Authentication Settings | msdyn_authenticationsettings | Read | Global |
| Bookable Resource | BookableResource | Append, Append To, Create, Delete, Read, Update | Global |
| Bookable Resource Capacity Profile |
msdyn_bookableresourcecapacityprofile | Append, Append To, Assign, Create, Delete, Read, Share, Update | Global |
| Bookable Resource Characteristic | BookableResourceCharacteristic | Append, Append To, Create, Delete, Read, Update | Global |
| Capacity Profile | msdyn_capacityprofile | Append, Append To, Assign, Create, Delete, Read, Share, Update | Global |
| channel | msdyn_channel | Append, Append To, Create, Delete, Read, Update | Global |
| Channel Provider | msdyn_channelprovider | Create, Delete, Read, Update | Global |
| Channel Capability | msdyn_channelcapability | Read | Global |
| Channel Configuration | msdyn_occhannelconfiguration | Read, Update | Global |
| Channel Integration Framework v1.0 Provider |
msdyn_ciprovider | Append, Append To, Create, Delete, Read, Update | Global |
| Channel State Configuration | msdyn_occhannelstateconfiguration | Read | Global |
| Characteristic | Characteristic | Append, Append To, Create, Delete, Read, Update | Global |
| Characteristic mapping | msdyn_ocsitdskill | Append, Append To, Create, Delete, Read, Update | Global |
| Chat Widget | msdyn_livechatconfig | Read | Global |
| Charts | SavedQueryVisualizations | Read | Global |
| Columns | Attribute | Update | Global |
| Context item value | msdyn_ocliveworkitemcontextitem | Append, Create, Delete, Read, Update | Global |
| Context variable | msdyn_ocliveworkstreamcontextvariable | Append, Append To, Create, Delete, Read, Update | Global |
| Conversation Action | msdyn_conversationaction | Read | Global |
| Conversation Action Locale | msdyn_conversationactionlocale | Read | Global |
| Conversation Capacity profile |
msdyn_ocliveworkitemcapacityprofile | Append, Append To, Assign, Create, Delete, Read, Share, Update | Global |
| Conversation Characteristic | msdyn_ocliveworkitemcharacteristic | Append, Append To, Create, Delete, Read, Update | Global |
| Conversation Sentiment | msdyn_ocliveworkitemsentiment | Create, Delete, Read, Update | Global |
| Custom messaging account | msdyn_ocbotchannelregistration | Append, Append To, Create, Delete, Read, Update | Global |
| Custom messaging channel | msdyn_occustommessagingchannel | Read | Global |
| Customization | Customization | Publish, Read, Update | Global |
| Table name | Table unique name | Privilege name | Recommended access level |
|---|---|---|---|
| Decision contract | msdyn_decisioncontract | Append, Append To, Assign, Create, Delete, Read, Share, Update | Global |
| Decision rule set | msdyn_decisionruleset | Append, Append To, Assign, Create, Delete, Read, Share, Update | Global |
| Deprecated Workstream Entity Configuration |
msdyn_entityconfig | Append, Append To, Create, Delete, Read, Update | Global |
| Entity | msdyn_entityroutingconfiguration | Append, Append To, Create, Delete, Read, Update | Global |
| Entity Routing Context | msdyn_cdsentityengagementctx | Create, Delete, Read, Update | Global |
| Facebook Page | msdyn_ocfbpage | Read | Global |
| Forms | SystemForm | Read | Global |
| Geo Location Provider | msdyn_oc_geolocationprovider | Append, Append To, Create, Delete, Read, Update | Global |
| Google's Business Messages agent account | msdyn_ocgooglebusinessmessagesagentaccount | Read | Global |
| KPI Event Definition | msdyn_kpieventdefinition | Read | Global |
| Language | msdyn_oclanguage | Read, Append To | Global |
| LINE account | msdyn_oclinechannelconfig | Read | Global |
| Live work item event | msdyn_liveworkitemevent | Create, Delete, Read, Update | Global |
| Live Work Item Participant (Deprecated) |
msdyn_ocliveworkitemparticipant | Create, Delete, Read, Update | Global |
| Localization | msdyn_oclocalizationdata | Append, Append To, Create, Delete, Read, Update | Global |
| Masking Rule | msdyn_maskingrule | Create, Delete, Read, Update | Global |
| Master Entity Routing Configuration |
msdyn_masterentityroutingconfiguration | Create | Local |
| Append, Append To, Assign, Read, Share, Update | Global | ||
| Delete | Deep | ||
| Message | msdyn_ocsystemmessage | Append, Append To, Create, Delete, Read, Update | Global |
| Microsoft Teams | msdyn_octeamschannelconfig | Read | Global |
| Model training details | msdyn_ocsimltraining | Append, Append To, Create, Delete, Read, Update | Global |
| Notification Field | msdyn_notificationfield | Append, Append To, Create, Delete, Read, Update | Global |
| Notification Template | msdyn_notificationtemplate | Append, Append To, Create, Delete, Read, Update | Global |
| Notification Field (Deprecated) | msdyn_consoleapplicationnotificationfield | Append, Append To, Create, Delete, Read, Update | Global |
| Notification Template (Deprecated) |
msdyn_consoleapplicationnotificationtemplate | Append, Append To, Create, Delete, Read, Update | Global |
| Omnichannel Queue (deprecated) | msdyn_omnichannelqueue | Append, Append To, Assign, Create, Delete, Read, Update | Global |
| Omnichannel Configuration | msdyn_omnichannelconfiguration | Append, Append To, Read, Update | Global |
| Omnichannel Personalization | msdyn_omnichannelpersonalization | Create, Delete, Read, Update | Global |
| Ongoing conversation (Deprecated) |
msdyn_liveconversation | Append, Append To, Update | Local |
| Assign | Deep | ||
| Create | Basic | ||
| Read, Share | Global | ||
| Operating Hour | msdyn_operatinghour | Append, Append To, Create, Delete, Read, Update | Global |
| Organization | organization | Read | Global |
| Pane tool configuration | msdyn_panetoolconfiguration | Read | Global |
| Parameter (Deprecated) | msdyn_consoleapplicationtemplateparameter | Append, Append To, Create, Delete, Read, Update | Global |
| Persona Security Role Mapping | msdyn_personasecurityrolemapping | Append, Append To, Create, Delete, Read, Update | Global |
| Personal quick reply | msdyn_personalmessage | Append, Append To, Create, Delete, Read, Update | Basic |
| Personal sound setting | msdyn_personalsoundsetting | Append, Append To, Create, Delete, Read, Update | Basic |
| PluginAssembly | PluginAssembly | Read | Global |
| PluginType | PluginType | Read | Global |
| Power BI Configuration | msdyn_analytics | Create, Delete, Read, Update | Global |
| Presence | msdyn_presence | Append, Append To, Create, Delete, Read, Update | Global |
| Productivity pane configuration | msdyn_paneconfiguration | Read | Global |
| Provisioning State | msdyn_ocprovisioningstate | Append, Append To, Create, Delete, Read, Update | Global |
| Publisher | Publisher | Read | Global |
| Publisher Address | PublisherAddress | Read | Global |
| Table name | Table unique name | Privilege name | Recommended access level |
|---|---|---|---|
| Query | Query | Read, Update | Global |
| Queue | Queue | Append, Append To, Assign, Create, Delete, Read, Update | Global |
| Quick reply | msdyn_cannedmessage | Append, Append To, Create, Delete, Read, Update | Global |
| Rating Model | RatingModel | Append, Append To, Create, Delete, Read, Update | Global |
| Rating Value | RatingValue | Append, Append To, Create, Delete, Read, Update | Global |
| Recording | msdyn_ocrecording | Append, Append To, Create, Delete, Read, Update | Global |
| Relationship | Relationship | Update | Global |
| Role | Role | Append To, Assign, Read | Global |
| Routing configuration | msdyn_routingconfiguration | Append, Append To, Create, Delete, Read, Update | Global |
| Routing configuration step | msdyn_routingconfigurationstep | Append, Append To, Create, Delete, Read, Update | Global |
| Rule Item | msdyn_ocruleitem | Append, Append To, Create, Delete, Read, Update | Global |
| Rulesetentitymapping | msdyn_rulesetdependencymapping | Append, Append To, Assign, Create, Delete, Read, Update | Global |
| Scenario | msdyn_scenario | Append, Append To, Create, Delete, Read, Update | Global |
| SdkMessage | SdkMessage | Read | Global |
| SdkMessageProcessingStep | SdkMessageProcessingStep | Read | Global |
| SdkMessageProcessingStepImage | SdkMessageProcessingStepImage | Read | Global |
| Search Configuration | msdyn_searchconfiguration | Create, Delete, Read, Update | Global |
| Self service | msdyn_visitorjourney | Read | Global |
| Sentiment Analysis | msdyn_sentimentanalysis | Read, Update | Global |
| Service Endpoint | ServiceEndpoint | Read | Global |
| Session event | msdyn_sessionevent | Create, Delete, Read, Update | Global |
| Session Template | msdyn_sessiontemplate | Append, Append To, Create, Delete, Read, Update | Global |
| Session Characteristic | msdyn_ocsessioncharacteristic | Append, Append To, Create, Delete, Read, Update | Global |
| Session participant | msdyn_sessionparticipant | Create, Delete, Read, Update | Global |
| Session Templates (Deprecated) |
msdyn_consoleapplicationsessiontemplate | Append, Append To, Create, Delete, Read, Update | Global |
| SharePoint Data | SharePointData | Create, Read, Update | Global |
| SharePointDocument | SharePointDocument | Read | Global |
| Skill finder model | msdyn_ocskillidentmlmodel | Append, Append To, Create, Delete, Read, Update | Global |
| SMS Number settings | msdyn_ocsmschannelsetting | Read | Global |
| Solution | Solution | Read, Update | Global |
| Sound notification setting | msdyn_soundnotificationsetting | Append, Append To, Create, Delete, Read, Update | Global |
| System User | User | Append, Append To, Create, Read, Update | Global |
| Table | Entity | Update | Global |
| Tag | msdyn_octag | Append, Append To, Create, Delete, Read, Update | Global |
| Template Parameter | msdyn_templateparameter | Append, Append To, Create, Delete, Read, Update | Global |
| Template Tag (Deprecated) | msdyn_templatetags | Append, Append To, Create, Delete, Read, Update | Global |
| Training data import configuration |
msdyn_ocsitdimportconfig | Append, Append To, Create, Delete, Read, Update | Global |
| Training record | msdyn_ocsitrainingdata | Append, Append To, Create, Delete, Read, Update | Global |
| Transcript | msdyn_transcript | Append, Append To, Create, Delete, Read, Update | Global |
| Twitter handle | msdyn_octwitterhandle | Read | Global |
| Unified routing diagnostic | msdyn_unifiedroutingdiagnostic | Delete, Read, Update | Global |
| Unified routing run | msdyn_unifiedroutingrun | Delete, Read | Global |
| UR notification template | msdyn_urnotificationtemplate | Append, Append To, Create, Delete, Read, Update | Global |
| UR Notification Template Mapping |
msdyn_urnotificationtemplatemapping | Append, Append To, Create, Delete, Read, Update | Global |
| User Setting | msdyusd_usersettings | Append, Append To, Read, Update | Global |
| User settings | msdyn_usersetting | Append, Append To, Create, Delete, Read, Update | Global |
| Voice Channel Setting | msdyn_ocvoicechannelsetting | Read | Global |
| WeChat account | msdyn_ocwechatchannelconfig | Read | Global |
| WhatsApp number | msdyn_ocwhatsappchannelnumber | Read | Global |
| Work stream capacity profile |
msdyn_liveworkstreamcapacityprofile | Append, Append To, Assign, Create, Delete, Read, Share, Update | Global |
| Workstream | msdyn_liveworkstream | Append, Append To, Assign, Create, Delete, Read, Share, Update | Global |
Persona: Supervisor
The following table lists the privileges and recommended access levels for the supervisor persona.
| Table name (A-O) | Table unique name | Privilege name | Recommended access level |
|---|---|---|---|
| Activity | Activity | Append, Append To, Delete, Update | Local |
| Assign | Deep | ||
| Create | Basic | ||
| Read, Share | Global | ||
| Agent Status history | msdyn_agentstatushistory | Read | Global |
| App Module | AppModule | Read | Global |
| App Profile | msdyn_appconfiguration | Read | Global |
| App Parameter Definition (Deprecated) |
msdyn_consoleappparameterdefinition | Read | Global |
| Apple messages for business acount | msdyn_ocapplebusinessaccount | Read | Global |
| Application Extension | msdyn_applicationextension | Read | Global |
| Application Tab Template | msdyn_applicationtabtemplate | Read | Global |
| Application Tab Template (Deprecated) |
msdyn_consoleapplicationtemplate | Read | Global |
| Application Type (Deprecated) | msdyn_consoleapplicationtype | Read | Global |
| Audio File | msdyn_soundfile | Append, Append To, Create, Delete, Read, Update | Global |
| Authentication Settings | msdyn_authenticationsettings | Read | Global |
| Bookable Resource | BookableResource | Read | Global |
| Bookable Resource Characteristic |
BookableResourceCharacteristic | Read | Global |
| channel | msdyn_channel | Read | Global |
| Channel Provider | msdyn_channelprovider | Read | Global |
| Channel Capability | msdyn_channelcapability | Read | Global |
| Channel Integration Framework v1.0 Provider |
msdyn_ciprovider | Read | Global |
| Characteristic | Characteristic | Read | Global |
| Chat Widget | msdyn_livechatconfig | Read | Global |
| Context item value | msdyn_ocliveworkitemcontextitem | Read | Global |
| Append, Create, Update | Basic | ||
| Context variable | msdyn_ocliveworkstreamcontextvariable | Read | Global |
| Conversation Action | msdyn_conversationaction | Read | Global |
| Conversation Action Locale | msdyn_conversationactionlocale | Read | Global |
| Conversation Characteristic | msdyn_ocliveworkitemcharacteristic | Read | Global |
| Conversation Sentiment | msdyn_ocliveworkitemsentiment | Read | Global |
| Custom messaging account | msdyn_ocbotchannelregistration | Read | Global |
| Custom messaging channel | msdyn_occustommessagingchannel | Read | Global |
| Deprecated Workstream Entity Configuration |
msdyn_entityconfig | Read | Global |
| Entity | msdyn_entityroutingconfiguration | Read | Global |
| Entity Routing Context | msdyn_cdsentityengagementctx | Read | Global |
| Facebook Page | msdyn_ocfbpage | Read | Global |
| Geo Location Provider | msdyn_oc_geolocationprovider | Read | Global |
| Google's Business Messages agent account | msdyn_ocgooglebusinessmessagesagentaccount | Read | Global |
| Language | msdyn_oclanguage | Read | Global |
| LINE account | msdyn_oclinechannelconfig | Read | Global |
| Live work item event | msdyn_liveworkitemevent | Read | Global |
| Live Work Item Participant (Deprecated) |
msdyn_ocliveworkitemparticipant | Read | Global |
| Localization | msdyn_oclocalizationdata | Create, Delete, Read, Update | Global |
| Masking Rule | msdyn_maskingrule | Read | Global |
| Master Entity Routing Configuration |
msdyn_masterentityroutingconfiguration | Read | Global |
| Message | msdyn_ocsystemmessage | Create, Delete, Read, Update | Global |
| Microsoft Teams | msdyn_octeamschannelconfig | Read | Global |
| Notification Field | msdyn_notificationfield | Read | Global |
| Notification Template | msdyn_notificationtemplate | Read | Global |
| Notification Field (Deprecated) | msdyn_consoleapplicationnotificationfield | Read | Global |
| Notification Template (Deprecated) |
msdyn_consoleapplicationnotificationtemplate | Read | Global |
| Omnichannel Queue (deprecated) | msdyn_omnichannelqueue | Append, Append To, Read | Global |
| Omnichannel Configuration | msdyn_omnichannelconfiguration | Read | Global |
| Omnichannel Personalization | msdyn_omnichannelpersonalization | Create, Delete, Read, Update | Basic |
| Ongoing conversation (Deprecated) |
msdyn_liveconversation | Create | Basic |
| Read, Share | Global | ||
| Append, Append To, Update | Local | ||
| Assign | Deep | ||
| Operating Hour | msdyn_operatinghour | Read | Global |
| Organization | organization | Read | Global |
| Table name | Table unique name | Privilege name | Recommended access level |
|---|---|---|---|
| Parameter (Deprecated) | msdyn_consoleapplicationtemplateparameter | Read | Global |
| Persona Security Role Mapping | msdyn_personasecurityrolemapping | Read | Global |
| Personal quick reply | msdyn_personalmessage | Append, Append To, Create, Delete, Read, Update | Basic |
| Personal sound setting | msdyn_Personalsoundsetting | Append, Append To, Create, Delete, Read, Update | Basic |
| PluginAssembly | PluginAssembly | Read | Global |
| PluginType | PluginType | Read | Global |
| Power BI Configuration | msdyn_analytics | Read | Global |
| Presence | msdyn_presence | Append, Append To, Read | Global |
| Provisioning State | msdyn_ocprovisioningstate | Read | Global |
| Queue | Queue | Append, Append To, Read | Global |
| Quick reply | msdyn_cannedmessage | Create, Delete, Read, Update | Global |
| Rating Model | RatingModel | Read | Global |
| Rating Value | RatingValue | Read | Global |
| Recording | msdyn_ocrecording | Read | Global |
| Role | Role | Read | Global |
| Rule Item | msdyn_ocruleitem | Read | Global |
| Scenario | msdyn_scenario | Read | Global |
| SdkMessage | SdkMessage | Read | Global |
| SdkMessageProcessingStep | SdkMessageProcessingStep | Read | Global |
| SdkMessageProcessingStepImage | SdkMessageProcessingStepImage | Read | Global |
| Search Configuration | msdyn_searchconfiguration | Read | Global |
| Self service | msdyn_visitorjourney | Read | Global |
| Sentiment Analysis | msdyn_sentimentanalysis | Read | Global |
| Service Endpoint | ServiceEndpoint | Read | Global |
| Session event | msdyn_sessionevent | Read | Global |
| Session Template | msdyn_sessiontemplate | Read | Global |
| Session Characteristic | msdyn_ocsessioncharacteristic | Read | Global |
| Session participant | msdyn_sessionparticipant | Read | Global |
| Session Templates (Deprecated) | msdyn_consoleapplicationsessiontemplate | Read | Global |
| SharePoint Data | SharePointData | Create, Read, Update | Global |
| SharePointDocument | SharePointDocument | Read | Global |
| SMS Number settings | msdyn_ocsmschannelsetting | Read | Global |
| Solution | Solution | Read | Global |
| Sound notification setting | msdyn_soundnotificationsetting | Append, Append To, Create, Delete, Read, Update | Global |
| System User | User | Append, Append To, Create, Read, Update | Local |
| Tag | msdyn_octag | Append, Append To, Create, Delete, Read, Update | Global |
| Template Parameter | msdyn_templateparameter | Read | Global |
| Template Tag (Deprecated) | msdyn_templatetags | Read | Global |
| Transcript | msdyn_transcript | Read | Global |
| Twitter handle | msdyn_octwitterhandle | Read | Global |
| UR notification template | msdyn_urnotificationtemplate | Read | Global |
| UR Notification Template Mapping | msdyn_urnotificationtemplatemapping | Read | Global |
| User Setting | msdyusd_usersettings | Append, Append To, Read, Update | Global |
| User settings | msdyn_usersetting | Append, Append To, Create, Delete, Read, Update | Global |
| Voice Channel Setting | msdyn_ocvoicechannelsetting | Read | Global |
| WeChat account | msdyn_ocwechatchannelconfig | Read | Global |
| WhatsApp number | msdyn_ocwhatsappchannelnumber | Read | Global |
| Workstream | msdyn_liveworkstream | Read | Global |
Persona: Agent
The following table lists the privileges and recommended access levels for the agent persona.
| Table name | Table unique name | Privilege name | Recommended access level |
|---|---|---|---|
| Activity | Activity | Append, Append To, Delete, Update | Local |
| Assign | Deep | ||
| Create | Basic | ||
| Read, Share | Global | ||
| Agent Status history | msdyn_agentstatushistory | Read | Global |
| App Module | AppModule | Read | Global |
| App Profile | msdyn_appconfiguration | Read | Global |
| App Parameter Definition (Deprecated) |
msdyn_consoleappparameterdefinition | Read | Global |
| Apple messages for business acount | msdyn_ocapplebusinessaccount | Read | Global |
| Application Extension | msdyn_applicationextension | Read | Global |
| Application Tab Template | msdyn_applicationtabtemplate | Read | Global |
| Application Tab Template (Deprecated) |
msdyn_consoleapplicationtemplate | Read | Global |
| Application Type (Deprecated) |
msdyn_consoleapplicationtype | Read | Global |
| Assignment Configuration | msdyn_assignmentconfiguration | Read | Global |
| Assignment Configuration Step |
msdyn_assignmentconfigurationstep | Read | Global |
| Audio File | msdyn_soundfile | Append, Append To, Read | Global |
| Authentication Settings | msdyn_authenticationsettings | Read | Global |
| Bookable Resource | BookableResource | Read | Global |
| Bookable Resource Capacity Profile |
msdyn_bookableresourcecapacityprofile | Read | Local |
| Bookable Resource Characteristic |
BookableResourceCharacteristic | Read | Global |
| Capacity Profile | msdyn_capacityprofile | Read | Basic |
| channel | msdyn_channel | Read | Global |
| Channel Provider | msdyn_channelprovider | Read | Global |
| Channel Capability | msdyn_channelcapability | Read | Global |
| Channel Integration Framework v1.0 Provider |
msdyn_ciprovider | Read | Global |
| Characteristic | Characteristic | Read | Global |
| Characteristic mapping | msdyn_ocsitdskill | Read | Global |
| Chat Widget | msdyn_livechatconfig | Read | Global |
| Context item value | msdyn_ocliveworkitemcontextitem | Read | Global |
| Append, Create, Update | Basic | ||
| Context variable | msdyn_ocliveworkstreamcontextvariable | Read | Global |
| Conversation Action | msdyn_conversationaction | Read | Global |
| Conversation Action Locale | msdyn_conversationactionlocale | Read | Global |
| Conversation Capacity profile | msdyn_ocliveworkitemcapacityprofile | Read | Local |
| Conversation Characteristic | msdyn_ocliveworkitemcharacteristic | Read | Global |
| Conversation Sentiment | msdyn_ocliveworkitemsentiment | Read | Global |
| Custom messaging account | msdyn_ocbotchannelregistration | Read | Global |
| Custom messaging channel | msdyn_occustommessagingchannel | Read | Global |
| Decision contract | msdyn_decisioncontract | Append, Append To, Read | Global |
| Assign, Share | Basic | ||
| Decision rule set | msdyn_decisionruleset | Append, Append To, Read | Global |
| Assign, Share | Basic | ||
| Deprecated Workstream < Entity Configuration |
msdyn_entityconfig | Read | Global |
| Entity | msdyn_entityroutingconfiguration | Read | Global |
| Entity Routing Context | msdyn_cdsentityengagementctx | Read | Global |
| Facebook Page | msdyn_ocfbpage | Read | Global |
| Google's Business Messages agent account | msdyn_ocgooglebusinessmessagesagentaccount | Read | Global |
| Table name | Table unique name | Privilege name | Recommended access level |
|---|---|---|---|
| KPI Event Definition | msdyn_kpieventdefinition | Read | Global |
| Language | msdyn_oclanguage | Read | Global |
| LINE account | msdyn_oclinechannelconfig | Read | Global |
| Live work item event | msdyn_liveworkitemevent | Read | Global |
| Live Work Item Participant (Deprecated) |
msdyn_ocliveworkitemparticipant | Read | Global |
| Localization | msdyn_oclocalizationdata | Read | Global |
| Masking Rule | msdyn_maskingrule | Read | Global |
| Master Entity Routing Configuration |
msdyn_masterentityroutingconfiguration | Append, Append To, Read | Global |
| Assign, Share | Basic | ||
| Message | msdyn_ocsystemmessage | Read | Global |
| Microsoft Teams | msdyn_octeamschannelconfig | Read | Global |
| Model training details | msdyn_ocsimltraining | Read | Global |
| Notification Field | msdyn_notificationfield | Read | Global |
| Notification Template | msdyn_notificationtemplate | Read | Global |
| Notification Field (Deprecated) |
msdyn_consoleapplicationnotificationfield | Read | Global |
| Notification Template (Deprecated) |
msdyn_consoleapplicationnotificationtemplate | Read | Global |
| Omnichannel Queue (deprecated) | msdyn_omnichannelqueue | Read | Global |
| Omnichannel Configuration | msdyn_omnichannelconfiguration | Read | Global |
| Omnichannel Personalization | msdyn_omnichannelpersonalization | Create, Delete, Read, Update | Basic |
| Ongoing conversation (Deprecated) |
msdyn_liveconversation | Create | Basic |
| Organization | organization | Read | Global |
| Read, Share | Global | ||
| Append, Append To, Update | Local | ||
| Assign | Deep | ||
| Pane tool configuration | msdyn_panetoolconfiguration | Read | Global |
| Parameter (Deprecated) | msdyn_consoleapplicationtemplateparameter | Read | Global |
| Persona Security Role Mapping | msdyn_personasecurityrolemapping | Read | Global |
| Personal quick reply | msdyn_personalmessage | Append, Append To, Create, Delete, Read, Update | Basic |
| Personal sound setting | msdyn_Personalsoundsetting | Append, Append To, Create, Delete, Read, Update | Basic |
| PluginAssembly | PluginAssembly | Read | Global |
| PluginType | PluginType | Read | Global |
| Presence | msdyn_presence | Read | Global |
| Productivity pane configuration | msdyn_paneconfiguration | Read | Global |
| Provisioning State | msdyn_ocprovisioningstate | Read | Global |
| Table name | Table unique name | Privilege name | Recommended access level |
|---|---|---|---|
| Queue | Queue | Append, Read | Global |
| Quick reply | msdyn_cannedmessage | Read | Global |
| Rating Model | RatingModel | Read | Global |
| Rating Value | RatingValue | Read | Global |
| Recording | msdyn_ocrecording | Read | Global |
| Role | Role | Read | Global |
| Routing configuration | msdyn_routingconfiguration | Read | Global |
| Routing configuration step | msdyn_routingconfigurationstep | Read | Global |
| Rule Item | msdyn_ocruleitem | Read | Global |
| Scenario | msdyn_scenario | Read | Global |
| SdkMessage | SdkMessage | Read | Global |
| SdkMessageProcessingStep | SdkMessageProcessingStep | Read | Global |
| SdkMessageProcessingStepImage | SdkMessageProcessingStepImage | Read | Global |
| Search Configuration | msdyn_searchconfiguration | Read | Global |
| Self service | msdyn_visitorjourney | Read | Global |
| Sentiment Analysis | msdyn_sentimentanalysis | Read | Global |
| Service Endpoint | ServiceEndpoint | Read | Global |
| Session event | msdyn_sessionevent | Read | Global |
| Session Template | msdyn_sessiontemplate | Read | Global |
| Session Characteristic | msdyn_ocsessioncharacteristic | Read | Global |
| Session participant | msdyn_sessionparticipant | Read | Global |
| Session Templates (Deprecated) | msdyn_consoleapplicationsessiontemplate | Read | Global |
| SharePoint Data | SharePointData | Create, Read, Update | Global |
| SharePointDocument | SharePointDocument | Read | Global |
| Skill finder model | msdyn_ocskillidentmlmodel | Read | Global |
| SMS Number settings | msdyn_ocsmschannelsetting | Read | Global |
| Solution | Solution | Read | Global |
| Sound notification setting | msdyn_soundnotificationsetting | Append, Append To, Read | Global |
| System User | User | Read | Local |
| Tag | msdyn_octag | Append, Append To, Create, Delete, Read, Update | Global |
| Template Parameter | msdyn_templateparameter | Read | Global |
| Template Tag (Deprecated) | msdyn_templatetags | Read | Global |
| Training data import configuration | msdyn_ocsitdimportconfig | Read | Global |
| Training record | msdyn_ocsitrainingdata | Read | Global |
| Transcript | msdyn_transcript | Read | Global |
| Twitter handle | msdyn_octwitterhandle | Read | Global |
| UR notification template | msdyn_urnotificationtemplate | Read | Global |
| UR Notification Template Mapping | msdyn_urnotificationtemplatemapping | Read | Global |
| User settings | msdyn_usersetting | Append, Append To, Create, Delete, Read, Update | Global |
| Voice Channel Setting | msdyn_ocvoicechannelsetting | Read | Global |
| WeChat account | msdyn_ocwechatchannelconfig | Read | Global |
| WhatsApp number | msdyn_ocwhatsappchannelnumber | Read | Global |
| Workstream capacity profile | msdyn_liveworkstreamcapacityprofile | Read | Local |
| Workstream | msdyn_liveworkstream | Append, Append To, Read | Global |
| Assign, Share | Basic |
Related information
Overview of unified routing
Manage users for unified routing
Add custom security roles in Customer Service