Sales Copilot Insight Card State (msdyn_salescopilotinsightcardstate) table/entity reference (Microsoft Dynamics 365)

This entity used to store actions performed by users on the entity like snooze/dismiss.

Messages

The following table lists the messages for the Sales Copilot Insight Card State (msdyn_salescopilotinsightcardstate) 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_salescopilotinsightcardstates(msdyn_salescopilotinsightcardstateid) 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_salescopilotinsightcardstates See Create	Create records
CreateMultiple Event: True	CreateMultiple	CreateMultipleRequest
Delete Event: True	DELETE /msdyn_salescopilotinsightcardstates(msdyn_salescopilotinsightcardstateid) 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_salescopilotinsightcardstates(msdyn_salescopilotinsightcardstateid) See Retrieve	Retrieve records
RetrieveMultiple Event: True	GET /msdyn_salescopilotinsightcardstates 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_salescopilotinsightcardstates(msdyn_salescopilotinsightcardstateid) Update the statecode and statuscode properties.	SetStateRequest
Update Event: True	PATCH /msdyn_salescopilotinsightcardstates(msdyn_salescopilotinsightcardstateid) See Update	Update records
UpdateMultiple Event: True	UpdateMultiple	UpdateMultipleRequest
Upsert Event: False	PATCH /msdyn_salescopilotinsightcardstates(msdyn_salescopilotinsightcardstateid) 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 Sales Copilot Insight Card State (msdyn_salescopilotinsightcardstate) table.

Property	Value
DisplayName	Sales Copilot Insight Card State
DisplayCollectionName	Sales Copilot Insight Card States
SchemaName	msdyn_salescopilotinsightcardstate
CollectionSchemaName	msdyn_salescopilotinsightcardstates
EntitySetName	msdyn_salescopilotinsightcardstates
LogicalName	msdyn_salescopilotinsightcardstate
LogicalCollectionName	msdyn_salescopilotinsightcardstates
PrimaryIdAttribute	msdyn_salescopilotinsightcardstateid
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
• msdyn_insightcardstate
• msdyn_name
• msdyn_regardinginsightid
• msdyn_regardinginsightlogicalname
• msdyn_salescopilotinsightcardstateId
• msdyn_snoozetill
• OverriddenCreatedOn
• OwnerId
• OwnerIdType
• statecode
• statuscode
• TimeZoneRuleVersionNumber
• UTCConversionTimeZoneCode

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_insightcardstate

Property	Value
Description	State of the card which can be used to show/hide card.
DisplayName	InsightCardState
IsValidForForm	True
IsValidForRead	True
LogicalName	msdyn_insightcardstate
RequiredLevel	ApplicationRequired
Type	Picklist
DefaultFormValue	-1
GlobalChoiceName	msdyn_salescopilotinsightcardstate_msdyn_insightcardstate

msdyn_insightcardstate Choices/Options

Value	Label
100000000	Snooze
100000001	Dismiss
100000002	Undo

msdyn_name

Property	Value
Description
DisplayName	Name
IsValidForForm	True
IsValidForRead	True
LogicalName	msdyn_name
RequiredLevel	ApplicationRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	100

msdyn_regardinginsightid

Property	Value
Description	Primary id of the corresponding Sales Copilot Insight Entity
DisplayName	RegardingInsightId
IsValidForForm	True
IsValidForRead	True
LogicalName	msdyn_regardinginsightid
RequiredLevel	ApplicationRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	100

msdyn_regardinginsightlogicalname

Property	Value
Description	Logical name of the Sales Copilot Insight Entity
DisplayName	RegardingInsightLogicalName
IsValidForForm	True
IsValidForRead	True
LogicalName	msdyn_regardinginsightlogicalname
RequiredLevel	ApplicationRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	100

msdyn_salescopilotinsightcardstateId

Property	Value
Description	Unique identifier for entity instances
DisplayName	Sales Copilot Insight Card State
IsValidForForm	False
IsValidForRead	True
LogicalName	msdyn_salescopilotinsightcardstateid
RequiredLevel	SystemRequired
Type	Uniqueidentifier

msdyn_snoozetill

Property	Value
Description	Time till which this card should be snoozed
DisplayName	SnoozeTill
IsValidForForm	True
IsValidForRead	True
LogicalName	msdyn_snoozetill
RequiredLevel	None
Type	DateTime
CanChangeDateTimeBehavior	True
DateTimeBehavior	TimeZoneIndependent
Format	DateAndTime
ImeMode	Auto
SourceTypeMask	0

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 Sales Copilot Insight Card State
DisplayName	Status
IsValidForForm	True
IsValidForRead	True
LogicalName	statecode
RequiredLevel	SystemRequired
Type	State
DefaultFormValue
GlobalChoiceName	msdyn_salescopilotinsightcardstate_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 Sales Copilot Insight Card State
DisplayName	Status Reason
IsValidForForm	True
IsValidForRead	True
LogicalName	statuscode
RequiredLevel	None
Type	Status
DefaultFormValue
GlobalChoiceName	msdyn_salescopilotinsightcardstate_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
• CreatedOn
• CreatedOnBehalfBy
• ModifiedBy
• ModifiedOn
• ModifiedOnBehalfBy
• OwnerIdName
• OwnerIdYomiName
• OwningBusinessUnit
• OwningTeam
• OwningUser
• VersionNumber

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	SystemRequired
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_salescopilotinsightcardstate
• lk_msdyn_salescopilotinsightcardstate_createdby
• lk_msdyn_salescopilotinsightcardstate_createdonbehalfby
• lk_msdyn_salescopilotinsightcardstate_modifiedby
• lk_msdyn_salescopilotinsightcardstate_modifiedonbehalfby
• owner_msdyn_salescopilotinsightcardstate
• team_msdyn_salescopilotinsightcardstate
• user_msdyn_salescopilotinsightcardstate

business_unit_msdyn_salescopilotinsightcardstate

One-To-Many Relationship: businessunit business_unit_msdyn_salescopilotinsightcardstate

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_salescopilotinsightcardstate_createdby

One-To-Many Relationship: systemuser lk_msdyn_salescopilotinsightcardstate_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_salescopilotinsightcardstate_createdonbehalfby

One-To-Many Relationship: systemuser lk_msdyn_salescopilotinsightcardstate_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_salescopilotinsightcardstate_modifiedby

One-To-Many Relationship: systemuser lk_msdyn_salescopilotinsightcardstate_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_salescopilotinsightcardstate_modifiedonbehalfby

One-To-Many Relationship: systemuser lk_msdyn_salescopilotinsightcardstate_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

owner_msdyn_salescopilotinsightcardstate

One-To-Many Relationship: owner owner_msdyn_salescopilotinsightcardstate

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_salescopilotinsightcardstate

One-To-Many Relationship: team team_msdyn_salescopilotinsightcardstate

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_salescopilotinsightcardstate

One-To-Many Relationship: systemuser user_msdyn_salescopilotinsightcardstate

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_salescopilotinsightcardstate_AsyncOperations
• msdyn_salescopilotinsightcardstate_BulkDeleteFailures
• msdyn_salescopilotinsightcardstate_DuplicateBaseRecord
• msdyn_salescopilotinsightcardstate_DuplicateMatchingRecord
• msdyn_salescopilotinsightcardstate_MailboxTrackingFolders
• msdyn_salescopilotinsightcardstate_PrincipalObjectAttributeAccesses
• msdyn_salescopilotinsightcardstate_ProcessSession
• msdyn_salescopilotinsightcardstate_SyncErrors

msdyn_salescopilotinsightcardstate_AsyncOperations

Many-To-One Relationship: asyncoperation msdyn_salescopilotinsightcardstate_AsyncOperations

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

msdyn_salescopilotinsightcardstate_BulkDeleteFailures

Many-To-One Relationship: bulkdeletefailure msdyn_salescopilotinsightcardstate_BulkDeleteFailures

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

msdyn_salescopilotinsightcardstate_DuplicateBaseRecord

Many-To-One Relationship: duplicaterecord msdyn_salescopilotinsightcardstate_DuplicateBaseRecord

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

msdyn_salescopilotinsightcardstate_DuplicateMatchingRecord

Many-To-One Relationship: duplicaterecord msdyn_salescopilotinsightcardstate_DuplicateMatchingRecord

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

msdyn_salescopilotinsightcardstate_MailboxTrackingFolders

Many-To-One Relationship: mailboxtrackingfolder msdyn_salescopilotinsightcardstate_MailboxTrackingFolders

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

msdyn_salescopilotinsightcardstate_PrincipalObjectAttributeAccesses

Many-To-One Relationship: principalobjectattributeaccess msdyn_salescopilotinsightcardstate_PrincipalObjectAttributeAccesses

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

msdyn_salescopilotinsightcardstate_ProcessSession

Many-To-One Relationship: processsession msdyn_salescopilotinsightcardstate_ProcessSession

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

msdyn_salescopilotinsightcardstate_SyncErrors

Many-To-One Relationship: syncerror msdyn_salescopilotinsightcardstate_SyncErrors

Property	Value
ReferencingEntity	syncerror
ReferencingAttribute	regardingobjectid
ReferencedEntityNavigationPropertyName	msdyn_salescopilotinsightcardstate_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