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Tagged Record (msdyn_taggedrecord) table/entity reference (Microsoft Dynamics 365)

Tagged Record - M365 Copilot Sales

Messages

The following table lists the messages for the Tagged Record (msdyn_taggedrecord) table. Messages represent operations that can be performed on the table. They may also be events.

Name
Is Event?
Web API Operation SDK for .NET
Assign
Event: True
PATCH /msdyn_taggedrecords(msdyn_taggedrecordid)
Update the ownerid property.
AssignRequest
Associate
Event: True
Associate records Associate records
BulkRetain
Event: True
BulkRetain Learn to use messages with the SDK for .NET
Create
Event: True
POST /msdyn_taggedrecords
See Create
Create records
CreateMultiple
Event: True
CreateMultiple CreateMultipleRequest
Delete
Event: True
DELETE /msdyn_taggedrecords(msdyn_taggedrecordid)
See Delete
Delete records
Disassociate
Event: True
Disassociate records Disassociate records
GrantAccess
Event: True
GrantAccess GrantAccessRequest
IsValidStateTransition
Event: False
IsValidStateTransition IsValidStateTransitionRequest
ModifyAccess
Event: True
ModifyAccess ModifyAccessRequest
PurgeRetainedContent
Event: True
PurgeRetainedContent Learn to use messages with the SDK for .NET
Restore
Event: True
Restore Learn to use messages with the SDK for .NET
Retain
Event: True
Retain Learn to use messages with the SDK for .NET
Retrieve
Event: True
GET /msdyn_taggedrecords(msdyn_taggedrecordid)
See Retrieve
Retrieve records
RetrieveMultiple
Event: True
GET /msdyn_taggedrecords
See Query data
Query data
RetrievePrincipalAccess
Event: True
RetrievePrincipalAccess RetrievePrincipalAccessRequest
RetrieveSharedPrincipalsAndAccess
Event: True
RetrieveSharedPrincipalsAndAccess RetrieveSharedPrincipalsAndAccessRequest
RevokeAccess
Event: True
RevokeAccess RevokeAccessRequest
RollbackRetain
Event: True
RollbackRetain Learn to use messages with the SDK for .NET
SetState
Event: True
PATCH /msdyn_taggedrecords(msdyn_taggedrecordid)
Update the statecode and statuscode properties.
SetStateRequest
Update
Event: True
PATCH /msdyn_taggedrecords(msdyn_taggedrecordid)
See Update
Update records
UpdateMultiple
Event: True
UpdateMultiple UpdateMultipleRequest
Upsert
Event: False
PATCH /msdyn_taggedrecords(msdyn_taggedrecordid)
See Upsert a table row
UpsertRequest
UpsertMultiple
Event: False
UpsertMultiple UpsertMultipleRequest
ValidateRetentionConfig
Event: True
ValidateRetentionConfig Learn to use messages with the SDK for .NET

Properties

The following table lists selected properties for the Tagged Record (msdyn_taggedrecord) table.

Property Value
DisplayName Tagged Record
DisplayCollectionName Tagged Records
SchemaName msdyn_taggedrecord
CollectionSchemaName msdyn_taggedrecords
EntitySetName msdyn_taggedrecords
LogicalName msdyn_taggedrecord
LogicalCollectionName msdyn_taggedrecords
PrimaryIdAttribute msdyn_taggedrecordid
PrimaryNameAttribute msdyn_name
TableType Standard
OwnershipType UserOwned

Writable columns/attributes

These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

ImportSequenceNumber

Property Value
Description Sequence number of the import that created this record.
DisplayName Import Sequence Number
IsValidForForm False
IsValidForRead True
LogicalName importsequencenumber
RequiredLevel None
Type Integer
MaxValue 2147483647
MinValue -2147483648

msdyn_connectionid

Property Value
Description Relationship with CRM Connection Entity
DisplayName ConnectionId
IsValidForForm True
IsValidForRead True
LogicalName msdyn_connectionid
RequiredLevel None
Type Lookup
Targets msdyn_crmconnection

msdyn_crmrecordid

Property Value
Description Record Id for SF and Others
DisplayName CRM Record Id
IsValidForForm True
IsValidForRead True
LogicalName msdyn_crmrecordid
RequiredLevel None
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 100

msdyn_dynamicsrecordid

Property Value
Description
DisplayName Dynamics Record Id
IsValidForForm True
IsValidForRead True
LogicalName msdyn_dynamicsrecordid
RequiredLevel None
Type Lookup
Targets contact, lead

msdyn_dynamicsrecordidIdType

Property Value
Description
DisplayName
IsValidForForm False
IsValidForRead True
LogicalName msdyn_dynamicsrecordididtype
RequiredLevel None
Type EntityName

msdyn_emailid

Property Value
Description Email Id of Contact/Lead
DisplayName Email Id
IsValidForForm True
IsValidForRead True
LogicalName msdyn_emailid
RequiredLevel None
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 200

msdyn_name

Property Value
Description The name of the custom entity.
DisplayName Name
IsValidForForm True
IsValidForRead True
LogicalName msdyn_name
RequiredLevel ApplicationRequired
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 100

msdyn_producttype

Property Value
Description Identifier to track the association of this record with a Copilot product type
DisplayName Product Type
IsValidForForm True
IsValidForRead True
LogicalName msdyn_producttype
RequiredLevel ApplicationRequired
Type Picklist
DefaultFormValue 10000
GlobalChoiceName msdyn_vivacopilottype

msdyn_producttype Choices/Options

Value Label
10000 M365 Copilot Sales
10001 M365 Copilot Service
11000 Shared

msdyn_recordtype

Property Value
Description Lead or Contact Type
DisplayName Record Type
IsValidForForm True
IsValidForRead True
LogicalName msdyn_recordtype
RequiredLevel None
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 100

msdyn_taggedrecordId

Property Value
Description Unique identifier for entity instances
DisplayName TaggedRecord
IsValidForForm False
IsValidForRead True
LogicalName msdyn_taggedrecordid
RequiredLevel SystemRequired
Type Uniqueidentifier

msdyn_userid

Property Value
Description AadObjectId of the User
DisplayName UserId
IsValidForForm True
IsValidForRead True
LogicalName msdyn_userid
RequiredLevel None
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 100

OverriddenCreatedOn

Property Value
Description Date and time that the record was migrated.
DisplayName Record Created On
IsValidForForm False
IsValidForRead True
LogicalName overriddencreatedon
RequiredLevel None
Type DateTime
CanChangeDateTimeBehavior False
DateTimeBehavior UserLocal
Format DateOnly
ImeMode Inactive
SourceTypeMask 0

OwnerId

Property Value
Description Owner Id
DisplayName Owner
IsValidForForm True
IsValidForRead True
LogicalName ownerid
RequiredLevel SystemRequired
Type Owner
Targets systemuser, team

OwnerIdType

Property Value
Description Owner Id Type
DisplayName
IsValidForForm False
IsValidForRead True
LogicalName owneridtype
RequiredLevel SystemRequired
Type EntityName

statecode

Property Value
Description Status of the TaggedRecord
DisplayName Status
IsValidForForm True
IsValidForRead True
LogicalName statecode
RequiredLevel SystemRequired
Type State
DefaultFormValue
GlobalChoiceName msdyn_taggedrecord_statecode

statecode Choices/Options

Value Details
0 Label: Active
DefaultStatus: 1
InvariantName: Active
1 Label: Inactive
DefaultStatus: 2
InvariantName: Inactive

statuscode

Property Value
Description Reason for the status of the TaggedRecord
DisplayName Status Reason
IsValidForForm True
IsValidForRead True
LogicalName statuscode
RequiredLevel None
Type Status
DefaultFormValue
GlobalChoiceName msdyn_taggedrecord_statuscode

statuscode Choices/Options

Value Details
1 Label: Active
State:0
TransitionData: None
2 Label: Inactive
State:1
TransitionData: None

TimeZoneRuleVersionNumber

Property Value
Description For internal use only.
DisplayName Time Zone Rule Version Number
IsValidForForm False
IsValidForRead True
LogicalName timezoneruleversionnumber
RequiredLevel None
Type Integer
MaxValue 2147483647
MinValue -1

UTCConversionTimeZoneCode

Property Value
Description Time zone code that was in use when the record was created.
DisplayName UTC Conversion Time Zone Code
IsValidForForm False
IsValidForRead True
LogicalName utcconversiontimezonecode
RequiredLevel None
Type Integer
MaxValue 2147483647
MinValue -1

Read-only columns/attributes

These columns/attributes return false for both IsValidForCreate and IsValidForUpdate. Listed by SchemaName.

CreatedBy

Property Value
Description Unique identifier of the user who created the record.
DisplayName Created By
IsValidForForm True
IsValidForRead True
LogicalName createdby
RequiredLevel None
Type Lookup
Targets systemuser

CreatedOn

Property Value
Description Date and time when the record was created.
DisplayName Created On
IsValidForForm True
IsValidForRead True
LogicalName createdon
RequiredLevel None
Type DateTime
CanChangeDateTimeBehavior False
DateTimeBehavior UserLocal
Format DateAndTime
ImeMode Inactive
SourceTypeMask 0

CreatedOnBehalfBy

Property Value
Description Unique identifier of the delegate user who created the record.
DisplayName Created By (Delegate)
IsValidForForm True
IsValidForRead True
LogicalName createdonbehalfby
RequiredLevel None
Type Lookup
Targets systemuser

ModifiedBy

Property Value
Description Unique identifier of the user who modified the record.
DisplayName Modified By
IsValidForForm True
IsValidForRead True
LogicalName modifiedby
RequiredLevel None
Type Lookup
Targets systemuser

ModifiedOn

Property Value
Description Date and time when the record was modified.
DisplayName Modified On
IsValidForForm True
IsValidForRead True
LogicalName modifiedon
RequiredLevel None
Type DateTime
CanChangeDateTimeBehavior False
DateTimeBehavior UserLocal
Format DateAndTime
ImeMode Inactive
SourceTypeMask 0

ModifiedOnBehalfBy

Property Value
Description Unique identifier of the delegate user who modified the record.
DisplayName Modified By (Delegate)
IsValidForForm True
IsValidForRead True
LogicalName modifiedonbehalfby
RequiredLevel None
Type Lookup
Targets systemuser

OwnerIdName

Property Value
Description Name of the owner
DisplayName
IsValidForForm False
IsValidForRead True
LogicalName owneridname
RequiredLevel SystemRequired
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 100

OwnerIdYomiName

Property Value
Description Yomi name of the owner
DisplayName
IsValidForForm False
IsValidForRead True
LogicalName owneridyominame
RequiredLevel SystemRequired
Type String
Format Text
FormatName Text
ImeMode Auto
IsLocalizable False
MaxLength 100

OwningBusinessUnit

Property Value
Description Unique identifier for the business unit that owns the record
DisplayName Owning Business Unit
IsValidForForm True
IsValidForRead True
LogicalName owningbusinessunit
RequiredLevel None
Type Lookup
Targets businessunit

OwningTeam

Property Value
Description Unique identifier for the team that owns the record.
DisplayName Owning Team
IsValidForForm False
IsValidForRead True
LogicalName owningteam
RequiredLevel None
Type Lookup
Targets team

OwningUser

Property Value
Description Unique identifier for the user that owns the record.
DisplayName Owning User
IsValidForForm False
IsValidForRead True
LogicalName owninguser
RequiredLevel None
Type Lookup
Targets systemuser

VersionNumber

Property Value
Description Version Number
DisplayName Version Number
IsValidForForm False
IsValidForRead True
LogicalName versionnumber
RequiredLevel None
Type BigInt
MaxValue 9223372036854775807
MinValue -9223372036854775808

Many-to-One relationships

These relationships are many-to-one. Listed by SchemaName.

business_unit_msdyn_taggedrecord

One-To-Many Relationship: businessunit business_unit_msdyn_taggedrecord

Property Value
ReferencedEntity businessunit
ReferencedAttribute businessunitid
ReferencingAttribute owningbusinessunit
ReferencingEntityNavigationPropertyName owningbusinessunit
IsHierarchical
CascadeConfiguration Archive: Restrict
Assign: NoCascade
Delete: Restrict
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

lk_msdyn_taggedrecord_createdby

One-To-Many Relationship: systemuser lk_msdyn_taggedrecord_createdby

Property Value
ReferencedEntity systemuser
ReferencedAttribute systemuserid
ReferencingAttribute createdby
ReferencingEntityNavigationPropertyName createdby
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

lk_msdyn_taggedrecord_createdonbehalfby

One-To-Many Relationship: systemuser lk_msdyn_taggedrecord_createdonbehalfby

Property Value
ReferencedEntity systemuser
ReferencedAttribute systemuserid
ReferencingAttribute createdonbehalfby
ReferencingEntityNavigationPropertyName createdonbehalfby
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

lk_msdyn_taggedrecord_modifiedby

One-To-Many Relationship: systemuser lk_msdyn_taggedrecord_modifiedby

Property Value
ReferencedEntity systemuser
ReferencedAttribute systemuserid
ReferencingAttribute modifiedby
ReferencingEntityNavigationPropertyName modifiedby
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

lk_msdyn_taggedrecord_modifiedonbehalfby

One-To-Many Relationship: systemuser lk_msdyn_taggedrecord_modifiedonbehalfby

Property Value
ReferencedEntity systemuser
ReferencedAttribute systemuserid
ReferencingAttribute modifiedonbehalfby
ReferencingEntityNavigationPropertyName modifiedonbehalfby
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_msdyn_crmconnection_msdyn_taggedrecord_connectionid

One-To-Many Relationship: msdyn_crmconnection msdyn_msdyn_crmconnection_msdyn_taggedrecord_connectionid

Property Value
ReferencedEntity msdyn_crmconnection
ReferencedAttribute msdyn_crmconnectionid
ReferencingAttribute msdyn_connectionid
ReferencingEntityNavigationPropertyName msdyn_connectionid
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: RemoveLink
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_msdyn_taggedrecord_contact_msdyn_dynamicsrecordid

One-To-Many Relationship: contact msdyn_msdyn_taggedrecord_contact_msdyn_dynamicsrecordid

Property Value
ReferencedEntity contact
ReferencedAttribute contactid
ReferencingAttribute msdyn_dynamicsrecordid
ReferencingEntityNavigationPropertyName msdyn_dynamicsrecordid_contact
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: RemoveLink
Merge: Cascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_msdyn_taggedrecord_lead_msdyn_dynamicsrecordid

One-To-Many Relationship: lead msdyn_msdyn_taggedrecord_lead_msdyn_dynamicsrecordid

Property Value
ReferencedEntity lead
ReferencedAttribute leadid
ReferencingAttribute msdyn_dynamicsrecordid
ReferencingEntityNavigationPropertyName msdyn_dynamicsrecordid_lead
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: RemoveLink
Merge: Cascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

owner_msdyn_taggedrecord

One-To-Many Relationship: owner owner_msdyn_taggedrecord

Property Value
ReferencedEntity owner
ReferencedAttribute ownerid
ReferencingAttribute ownerid
ReferencingEntityNavigationPropertyName ownerid
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

team_msdyn_taggedrecord

One-To-Many Relationship: team team_msdyn_taggedrecord

Property Value
ReferencedEntity team
ReferencedAttribute teamid
ReferencingAttribute owningteam
ReferencingEntityNavigationPropertyName owningteam
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

user_msdyn_taggedrecord

One-To-Many Relationship: systemuser user_msdyn_taggedrecord

Property Value
ReferencedEntity systemuser
ReferencedAttribute systemuserid
ReferencingAttribute owninguser
ReferencingEntityNavigationPropertyName owninguser
IsHierarchical
CascadeConfiguration Archive: NoCascade
Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
RollupView: NoCascade
Share: NoCascade
Unshare: NoCascade

One-to-Many relationships

These relationships are one-to-many. Listed by SchemaName.

msdyn_taggedrecord_Annotations

Many-To-One Relationship: annotation msdyn_taggedrecord_Annotations

Property Value
ReferencingEntity annotation
ReferencingAttribute objectid
ReferencedEntityNavigationPropertyName msdyn_taggedrecord_Annotations
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_taggedrecord_AsyncOperations

Many-To-One Relationship: asyncoperation msdyn_taggedrecord_AsyncOperations

Property Value
ReferencingEntity asyncoperation
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName msdyn_taggedrecord_AsyncOperations
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_taggedrecord_BulkDeleteFailures

Many-To-One Relationship: bulkdeletefailure msdyn_taggedrecord_BulkDeleteFailures

Property Value
ReferencingEntity bulkdeletefailure
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName msdyn_taggedrecord_BulkDeleteFailures
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_taggedrecord_DuplicateBaseRecord

Many-To-One Relationship: duplicaterecord msdyn_taggedrecord_DuplicateBaseRecord

Property Value
ReferencingEntity duplicaterecord
ReferencingAttribute baserecordid
ReferencedEntityNavigationPropertyName msdyn_taggedrecord_DuplicateBaseRecord
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_taggedrecord_DuplicateMatchingRecord

Many-To-One Relationship: duplicaterecord msdyn_taggedrecord_DuplicateMatchingRecord

Property Value
ReferencingEntity duplicaterecord
ReferencingAttribute duplicaterecordid
ReferencedEntityNavigationPropertyName msdyn_taggedrecord_DuplicateMatchingRecord
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_taggedrecord_MailboxTrackingFolders

Many-To-One Relationship: mailboxtrackingfolder msdyn_taggedrecord_MailboxTrackingFolders

Property Value
ReferencingEntity mailboxtrackingfolder
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName msdyn_taggedrecord_MailboxTrackingFolders
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_taggedrecord_PrincipalObjectAttributeAccesses

Many-To-One Relationship: principalobjectattributeaccess msdyn_taggedrecord_PrincipalObjectAttributeAccesses

Property Value
ReferencingEntity principalobjectattributeaccess
ReferencingAttribute objectid
ReferencedEntityNavigationPropertyName msdyn_taggedrecord_PrincipalObjectAttributeAccesses
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_taggedrecord_ProcessSession

Many-To-One Relationship: processsession msdyn_taggedrecord_ProcessSession

Property Value
ReferencingEntity processsession
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName msdyn_taggedrecord_ProcessSession
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

msdyn_taggedrecord_SyncErrors

Many-To-One Relationship: syncerror msdyn_taggedrecord_SyncErrors

Property Value
ReferencingEntity syncerror
ReferencingAttribute regardingobjectid
ReferencedEntityNavigationPropertyName msdyn_taggedrecord_SyncErrors
IsCustomizable True
AssociatedMenuConfiguration AvailableOffline: True
Behavior: DoNotDisplay
Group: Details
Label:
MenuId: null
Order:
QueryApi: null
ViewId: 00000000-0000-0000-0000-000000000000

See also

Dataverse table/entity reference
Dataverse Web API Reference