msdyn_assignmentrule table/entity reference
Article 02/28/2024
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Defines criteria based on which Entities are routed to Users or Sales Team
Added by : Assignment Rules Solution
Messages
Properties
Property
Value
CollectionSchemaName
msdyn_assignmentrules
DisplayCollectionName
assignmentrules
DisplayName
Assignment Rule
EntitySetName
msdyn_assignmentrules
IsBPFEntity
False
LogicalCollectionName
msdyn_assignmentrules
LogicalName
msdyn_assignmentrule
OwnershipType
UserOwned
PrimaryIdAttribute
msdyn_assignmentruleid
PrimaryNameAttribute
msdyn_name
SchemaName
msdyn_assignmentrule
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
Format
None
IsValidForForm
False
IsValidForRead
True
IsValidForUpdate
False
LogicalName
importsequencenumber
MaxValue
2147483647
MinValue
-2147483648
RequiredLevel
None
Type
Integer
msdyn_assignmentruleId
Property
Value
Description
Unique identifier for entity instances
DisplayName
Assignment Rule
IsValidForForm
False
IsValidForRead
True
IsValidForUpdate
False
LogicalName
msdyn_assignmentruleid
RequiredLevel
SystemRequired
Type
Uniqueidentifier
msdyn_assignmentwindow
Property
Value
Description
Assignment due in
DisplayName
Assignment due in
Format
None
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_assignmentwindow
MaxValue
120
MinValue
0
RequiredLevel
ApplicationRequired
Type
Integer
msdyn_attributefilter
Property
Value
Description
DisplayName
Attribute Filter
Format
Text
IsLocalizable
False
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_attributefilter
MaxLength
4000
RequiredLevel
None
Type
Memo
msdyn_Description
Property
Value
Description
DisplayName
Description
FormatName
Text
IsLocalizable
False
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_description
MaxLength
2000
RequiredLevel
None
Type
String
msdyn_DistributeTo
Property
Value
Description
Setting depecting if the assignment is done for a team, queue or a seller.
DisplayName
Assign to Sellers, Teams or Queues.
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_distributeto
RequiredLevel
None
Type
Picklist
msdyn_DistributeTo Choices/Options
Value
Label
Description
0
Sellers
1
Team
2
Queue
msdyn_distributewithavailability
Property
Value
Description
DisplayName
DistributeWithAvailability
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_distributewithavailability
RequiredLevel
ApplicationRequired
Type
Boolean
msdyn_distributewithavailability Choices/Options
Value
Label
Description
1
Yes
0
No
DefaultValue : 0
msdyn_distributewithcapacity
Property
Value
Description
DisplayName
DistributeWithCapacity
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_distributewithcapacity
RequiredLevel
ApplicationRequired
Type
Boolean
msdyn_distributewithcapacity Choices/Options
Value
Label
Description
1
Yes
0
No
DefaultValue : 0
msdyn_distributewithrecordcreation
Property
Value
Description
CheckEligibilityByRecordAge
DisplayName
CheckEligibilityByRecordAge
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_distributewithrecordcreation
RequiredLevel
None
Type
Boolean
msdyn_distributewithrecordcreation Choices/Options
Value
Label
Description
1
Yes
0
No
DefaultValue : 0
msdyn_DistributionType
Property
Value
Description
DisplayName
DistributionType
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_distributiontype
RequiredLevel
ApplicationRequired
Type
Picklist
msdyn_DistributionType Choices/Options
Value
Label
Description
0
RoundRobin
1
Load Balancing
2
Assign to any one team at random
3
Don't assign to any team
4
Add to any one queue at random
5
Don't add to any queue
msdyn_entityfilter
Property
Value
Description
DisplayName
Entity Filter
Format
Text
IsLocalizable
False
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_entityfilter
MaxLength
4000
RequiredLevel
None
Type
Memo
msdyn_evaluationorder
Property
Value
Description
Evaluation order of the rule
DisplayName
EvaluationOrder
Format
None
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_evaluationorder
MaxValue
2147483647
MinValue
1
RequiredLevel
ApplicationRequired
Type
Integer
msdyn_matchedrecords
Property
Value
Description
Records routed by this rule
DisplayName
Records Routed
Format
None
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_matchedrecords
MaxValue
2147483647
MinValue
0
RequiredLevel
None
Type
Integer
msdyn_matchtype
Property
Value
Description
Setting depecting if the seller or team assignment needs to be done either by filtering attributes or by specifying sellers or teams
DisplayName
MatchType
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_matchtype
RequiredLevel
ApplicationRequired
Type
Picklist
msdyn_matchtype Choices/Options
Value
Label
Description
0
Filter using Attributes
1
Specific List
2
Any Sellers
msdyn_name
Property
Value
Description
The name of the custom entity.
DisplayName
Assignment Rule
FormatName
Text
IsLocalizable
False
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_name
MaxLength
100
RequiredLevel
ApplicationRequired
Type
String
msdyn_objecttype
Property
Value
Description
DisplayName
Reference to the related entity logical name
FormatName
Text
IsLocalizable
False
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_objecttype
MaxLength
4000
RequiredLevel
None
Type
String
msdyn_objecttypecode
Property
Value
Description
DisplayName
Entity
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_objecttypecode
RequiredLevel
None
Type
Picklist
msdyn_objecttypecode Choices/Options
Value
Label
Description
3
Opportunity
4
Lead
5
Other
msdyn_recordcreationwindow
Property
Value
Description
Assignment due in
DisplayName
Assignment due in
Format
None
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_recordcreationwindow
MaxValue
120
MinValue
0
RequiredLevel
None
Type
Integer
msdyn_segmentid
Property
Value
Description
DisplayName
Segment
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_segmentid
RequiredLevel
ApplicationRequired
Targets
msdyn_segment
Type
Lookup
msdyn_sellerfilter
Property
Value
Description
DisplayName
Seller Filter
Format
Text
IsLocalizable
False
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_sellerfilter
MaxLength
4000
RequiredLevel
None
Type
Memo
msdyn_SpecificSellersOrTeams
Property
Value
Description
List of specific sellers or teams that needs to be assigned.
DisplayName
Sellers or Team.
Format
Text
IsLocalizable
False
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_SpecificSellersOrTeams
MaxLength
1000000
RequiredLevel
None
Type
Memo
msdyn_triggertype
Property
Value
Description
Trigger when the rule needs to be evaluated
DisplayName
TriggerType
IsValidForForm
True
IsValidForRead
True
LogicalName
msdyn_triggertype
RequiredLevel
ApplicationRequired
Type
Picklist
msdyn_triggertype Choices/Options
Value
Label
Description
0
Entity Create
1
FieldUpdate
OverriddenCreatedOn
Property
Value
DateTimeBehavior
UserLocal
Description
Date and time that the record was migrated.
DisplayName
Record Created On
Format
DateOnly
IsValidForForm
False
IsValidForRead
True
IsValidForUpdate
False
LogicalName
overriddencreatedon
RequiredLevel
None
Type
DateTime
OwnerId
Added by : Active Solution Solution
Property
Value
Description
Owner Id
DisplayName
Owner
IsValidForForm
True
IsValidForRead
True
LogicalName
ownerid
RequiredLevel
SystemRequired
Targets
systemuser,team
Type
Owner
OwnerIdType
Added by : Active Solution Solution
Property
Value
Description
Owner Id Type
DisplayName
IsValidForForm
False
IsValidForRead
True
LogicalName
owneridtype
RequiredLevel
SystemRequired
Type
EntityName
statecode
Property
Value
Description
Status of the Assignment Rule
DisplayName
Status
IsValidForCreate
False
IsValidForForm
True
IsValidForRead
True
LogicalName
statecode
RequiredLevel
SystemRequired
Type
State
statecode Choices/Options
Value
Label
DefaultStatus
InvariantName
0
Active
1
Active
1
Inactive
2
Inactive
statuscode
Property
Value
Description
Reason for the status of the Assignment Rule
DisplayName
Status Reason
IsValidForForm
True
IsValidForRead
True
LogicalName
statuscode
RequiredLevel
None
Type
Status
statuscode Choices/Options
Value
Label
State
1
Active
0
2
Inactive
1
TimeZoneRuleVersionNumber
Property
Value
Description
For internal use only.
DisplayName
Time Zone Rule Version Number
Format
None
IsValidForForm
False
IsValidForRead
True
LogicalName
timezoneruleversionnumber
MaxValue
2147483647
MinValue
-1
RequiredLevel
None
Type
Integer
UTCConversionTimeZoneCode
Property
Value
Description
Time zone code that was in use when the record was created.
DisplayName
UTC Conversion Time Zone Code
Format
None
IsValidForForm
False
IsValidForRead
True
LogicalName
utcconversiontimezonecode
MaxValue
2147483647
MinValue
-1
RequiredLevel
None
Type
Integer
Read-only columns/attributes
These columns/attributes return false for both IsValidForCreate or IsValidForUpdate . Listed by SchemaName .
CreatedBy
Added by : Active Solution Solution
Property
Value
Description
Unique identifier of the user who created the record.
DisplayName
Created By
IsValidForForm
True
IsValidForRead
True
LogicalName
createdby
RequiredLevel
None
Targets
systemuser
Type
Lookup
CreatedByName
Added by : Active Solution Solution
Property
Value
Description
DisplayName
FormatName
Text
IsLocalizable
False
IsValidForForm
False
IsValidForRead
True
LogicalName
createdbyname
MaxLength
100
RequiredLevel
None
Type
String
CreatedByYomiName
Added by : Active Solution Solution
Property
Value
Description
DisplayName
FormatName
Text
IsLocalizable
False
IsValidForForm
False
IsValidForRead
True
LogicalName
createdbyyominame
MaxLength
100
RequiredLevel
SystemRequired
Type
String
CreatedOn
Property
Value
DateTimeBehavior
UserLocal
Description
Date and time when the record was created.
DisplayName
Created On
Format
DateAndTime
IsValidForForm
True
IsValidForRead
True
LogicalName
createdon
RequiredLevel
None
Type
DateTime
CreatedOnBehalfBy
Added by : Active Solution Solution
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
Targets
systemuser
Type
Lookup
CreatedOnBehalfByName
Added by : Active Solution Solution
Property
Value
Description
DisplayName
FormatName
Text
IsLocalizable
False
IsValidForForm
False
IsValidForRead
True
LogicalName
createdonbehalfbyname
MaxLength
100
RequiredLevel
None
Type
String
CreatedOnBehalfByYomiName
Added by : Active Solution Solution
Property
Value
Description
DisplayName
FormatName
Text
IsLocalizable
False
IsValidForForm
False
IsValidForRead
True
LogicalName
createdonbehalfbyyominame
MaxLength
100
RequiredLevel
SystemRequired
Type
String
ModifiedBy
Added by : Active Solution Solution
Property
Value
Description
Unique identifier of the user who modified the record.
DisplayName
Modified By
IsValidForForm
True
IsValidForRead
True
LogicalName
modifiedby
RequiredLevel
None
Targets
systemuser
Type
Lookup
ModifiedByName
Added by : Active Solution Solution
Property
Value
Description
DisplayName
FormatName
Text
IsLocalizable
False
IsValidForForm
False
IsValidForRead
True
LogicalName
modifiedbyname
MaxLength
100
RequiredLevel
None
Type
String
ModifiedByYomiName
Added by : Active Solution Solution
Property
Value
Description
DisplayName
FormatName
Text
IsLocalizable
False
IsValidForForm
False
IsValidForRead
True
LogicalName
modifiedbyyominame
MaxLength
100
RequiredLevel
SystemRequired
Type
String
ModifiedOn
Property
Value
DateTimeBehavior
UserLocal
Description
Date and time when the record was modified.
DisplayName
Modified On
Format
DateAndTime
IsValidForForm
True
IsValidForRead
True
LogicalName
modifiedon
RequiredLevel
None
Type
DateTime
ModifiedOnBehalfBy
Added by : Active Solution Solution
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
Targets
systemuser
Type
Lookup
ModifiedOnBehalfByName
Added by : Active Solution Solution
Property
Value
Description
DisplayName
FormatName
Text
IsLocalizable
False
IsValidForForm
False
IsValidForRead
True
LogicalName
modifiedonbehalfbyname
MaxLength
100
RequiredLevel
None
Type
String
ModifiedOnBehalfByYomiName
Added by : Active Solution Solution
Property
Value
Description
DisplayName
FormatName
Text
IsLocalizable
False
IsValidForForm
False
IsValidForRead
True
LogicalName
modifiedonbehalfbyyominame
MaxLength
100
RequiredLevel
SystemRequired
Type
String
msdyn_segmentidName
Property
Value
Description
DisplayName
FormatName
Text
IsLocalizable
False
IsValidForForm
False
IsValidForRead
True
LogicalName
msdyn_segmentidname
MaxLength
100
RequiredLevel
None
Type
String
OwnerIdName
Added by : Active Solution Solution
Property
Value
Description
Name of the owner
DisplayName
FormatName
Text
IsLocalizable
False
IsValidForForm
False
IsValidForRead
True
LogicalName
owneridname
MaxLength
100
RequiredLevel
SystemRequired
Type
String
OwnerIdYomiName
Added by : Active Solution Solution
Property
Value
Description
Yomi name of the owner
DisplayName
FormatName
Text
IsLocalizable
False
IsValidForForm
False
IsValidForRead
True
LogicalName
owneridyominame
MaxLength
100
RequiredLevel
SystemRequired
Type
String
OwningBusinessUnit
Added by : Active Solution Solution
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
Targets
businessunit
Type
Lookup
OwningBusinessUnitName
Added by : Active Solution Solution
Property
Value
Description
DisplayName
FormatName
Text
IsLocalizable
False
IsValidForForm
False
IsValidForRead
True
LogicalName
owningbusinessunitname
MaxLength
100
RequiredLevel
SystemRequired
Type
String
OwningTeam
Added by : Active Solution Solution
Property
Value
Description
Unique identifier for the team that owns the record.
DisplayName
Owning Team
IsValidForForm
False
IsValidForRead
True
LogicalName
owningteam
RequiredLevel
None
Targets
team
Type
Lookup
OwningUser
Added by : Active Solution Solution
Property
Value
Description
Unique identifier for the user that owns the record.
DisplayName
Owning User
IsValidForForm
False
IsValidForRead
True
LogicalName
owninguser
RequiredLevel
None
Targets
systemuser
Type
Lookup
VersionNumber
Added by : Active Solution Solution
Property
Value
Description
Version Number
DisplayName
Version Number
IsValidForForm
False
IsValidForRead
True
LogicalName
versionnumber
MaxValue
9223372036854775807
MinValue
-9223372036854775808
RequiredLevel
None
Type
BigInt
One-To-Many Relationships
Listed by SchemaName .
msdyn_msdyn_assignmentrule_msdyn_salesroutingrun_assignmentrule
Same as the msdyn_msdyn_assignmentrule_msdyn_salesroutingrun_assignmentrule many-to-one relationship for the msdyn_salesroutingrun table/entity.
Property
Value
ReferencingEntity
msdyn_salesroutingrun
ReferencingAttribute
msdyn_assignmentruleid
IsHierarchical
False
IsCustomizable
True
ReferencedEntityNavigationPropertyName
msdyn_msdyn_assignmentrule_msdyn_salesroutingrun_assignmentrule
AssociatedMenuConfiguration
Behavior: UseCollectionName Group: Details Label: Order: 10000
CascadeConfiguration
Assign: NoCascade Delete: RemoveLink Merge: NoCascade Reparent: NoCascade Share: NoCascade Unshare: NoCascade
Many-To-One Relationships
Each Many-To-One relationship is defined by a corresponding One-To-Many relationship with the related table. Listed by SchemaName .
msdyn_msdyn_segment_msdyn_assignmentrule_segment
Added by : Segment solution Solution
See the msdyn_msdyn_segment_msdyn_assignmentrule_segment one-to-many relationship for the msdyn_segment table/entity.
See also
Dataverse table/entity reference
Web API Reference