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Stores complete conversation transcripts for chat and voice channels, along with rich contextual metadata. This includes customer sentiment analysis, escalation status (e.g., whether the conversation was handed off to a human agent), customer wait times, channel type, associated workstream details, and conversational attributes
Messages
The following table lists the messages for the Conversation Record (msdyn_conversationrecord) 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 |
|---|---|---|
AssignEvent: True |
PATCH /msdyn_conversationrecords(msdyn_conversationrecordid)Update the ownerid property. |
AssignRequest |
AssociateEvent: True |
Associate records | Associate records |
BulkRetainEvent: True |
BulkRetain | Learn to use messages with the SDK for .NET |
CreateEvent: True |
POST /msdyn_conversationrecordsSee Create |
Create records |
CreateMultipleEvent: True |
CreateMultiple | CreateMultipleRequest |
DeleteEvent: True |
DELETE /msdyn_conversationrecords(msdyn_conversationrecordid)See Delete |
Delete records |
DeleteMultipleEvent: True |
DeleteMultiple | Learn to use messages with the SDK for .NET |
DisassociateEvent: True |
Disassociate records | Disassociate records |
PurgeRetainedContentEvent: True |
PurgeRetainedContent | Learn to use messages with the SDK for .NET |
RetainEvent: True |
Retain | Learn to use messages with the SDK for .NET |
RetrieveEvent: True |
GET /msdyn_conversationrecords(msdyn_conversationrecordid)See Retrieve |
Retrieve records |
RetrieveEntityChangesEvent: True |
RetrieveEntityChangesRequest | |
RetrieveMultipleEvent: True |
GET /msdyn_conversationrecordsSee Query data |
Query data |
RetrievePrincipalAccessEvent: True |
RetrievePrincipalAccess | RetrievePrincipalAccessRequest |
RollbackRetainEvent: True |
RollbackRetain | Learn to use messages with the SDK for .NET |
UpdateEvent: True |
PATCH /msdyn_conversationrecords(msdyn_conversationrecordid)See Update |
Update records |
UpdateMultipleEvent: True |
UpdateMultiple | UpdateMultipleRequest |
UpsertEvent: True |
PATCH /msdyn_conversationrecords(msdyn_conversationrecordid)See Upsert a table row |
UpsertRequest |
UpsertMultipleEvent: True |
UpsertMultiple | UpsertMultipleRequest |
ValidateRetentionConfigEvent: True |
ValidateRetentionConfig | Learn to use messages with the SDK for .NET |
Properties
The following table lists selected properties for the Conversation Record (msdyn_conversationrecord) table.
| Property | Value |
|---|---|
| DisplayName | Conversation Record |
| DisplayCollectionName | Conversation Records |
| SchemaName | msdyn_conversationrecord |
| CollectionSchemaName | msdyn_conversationrecords |
| EntitySetName | msdyn_conversationrecords |
| LogicalName | msdyn_conversationrecord |
| LogicalCollectionName | msdyn_conversationrecords |
| PrimaryIdAttribute | msdyn_conversationrecordid |
| PrimaryNameAttribute | msdyn_conversationid |
| TableType | Elastic |
| OwnershipType | UserOwned |
Writable columns/attributes
These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.
- ImportSequenceNumber
- msdyn_channelinstanceId
- msdyn_channeltype
- msdyn_conversationclosedon
- msdyn_conversationcreatedon
- msdyn_conversationid
- msdyn_conversationrecordId
- msdyn_conversationstate
- msdyn_conversationtitle
- msdyn_conversationtranscript
- msdyn_customerfirstwaittime
- msdyn_customerid
- msdyn_customerlocale
- msdyn_customersentiment
- msdyn_isescalatedtocustomerservicerepresentative
- msdyn_workstream
- OverriddenCreatedOn
- OwnerId
- OwnerIdType
- PartitionId
- TTLInSeconds
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_channelinstanceId
| Property | Value |
|---|---|
| Description | The Channel Instance Id |
| DisplayName | Channel Instance Id |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | msdyn_channelinstanceid |
| RequiredLevel | None |
| Type | String |
| Format | Text |
| FormatName | Text |
| ImeMode | Auto |
| IsLocalizable | False |
| MaxLength | 100 |
msdyn_channeltype
| Property | Value |
|---|---|
| Description | The Channel type of the conversation |
| DisplayName | Channel Type |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | msdyn_channeltype |
| RequiredLevel | None |
| Type | String |
| Format | Text |
| FormatName | Text |
| ImeMode | Auto |
| IsLocalizable | False |
| MaxLength | 100 |
msdyn_conversationclosedon
| Property | Value |
|---|---|
| Description | The datetime when the conversation is closed. |
| DisplayName | Conversation Closed On |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | msdyn_conversationclosedon |
| RequiredLevel | None |
| Type | DateTime |
| CanChangeDateTimeBehavior | True |
| DateTimeBehavior | UserLocal |
| Format | DateAndTime |
| ImeMode | Auto |
| SourceTypeMask | 0 |
msdyn_conversationcreatedon
| Property | Value |
|---|---|
| Description | The datetime when conversation is created. |
| DisplayName | Conversation Created On |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | msdyn_conversationcreatedon |
| RequiredLevel | None |
| Type | DateTime |
| CanChangeDateTimeBehavior | True |
| DateTimeBehavior | UserLocal |
| Format | DateAndTime |
| ImeMode | Auto |
| SourceTypeMask | 0 |
msdyn_conversationid
| Property | Value |
|---|---|
| Description | The conversation Identifier |
| DisplayName | Conversation Id |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | msdyn_conversationid |
| RequiredLevel | ApplicationRequired |
| Type | String |
| Format | Text |
| FormatName | Text |
| ImeMode | Auto |
| IsLocalizable | False |
| MaxLength | 850 |
msdyn_conversationrecordId
| Property | Value |
|---|---|
| Description | Unique identifier for entity instances |
| DisplayName | ConversationRecord |
| IsValidForForm | False |
| IsValidForRead | True |
| LogicalName | msdyn_conversationrecordid |
| RequiredLevel | SystemRequired |
| Type | Uniqueidentifier |
msdyn_conversationstate
| Property | Value |
|---|---|
| Description | The state or status of the conversation |
| DisplayName | Conversation State |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | msdyn_conversationstate |
| RequiredLevel | None |
| Type | String |
| Format | Text |
| FormatName | Text |
| ImeMode | Auto |
| IsLocalizable | False |
| MaxLength | 100 |
msdyn_conversationtitle
| Property | Value |
|---|---|
| Description | This contains the title of the conversation. |
| DisplayName | Conversation Titile |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | msdyn_conversationtitle |
| RequiredLevel | None |
| Type | String |
| Format | Text |
| FormatName | Text |
| ImeMode | Auto |
| IsLocalizable | False |
| MaxLength | 4000 |
msdyn_conversationtranscript
| Property | Value |
|---|---|
| Description | This contains the transcript of the conversation in JSON format. |
| DisplayName | Conversation Transcript |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | msdyn_conversationtranscript |
| RequiredLevel | None |
| Type | Memo |
| Format | Text |
| FormatName | Json |
| ImeMode | Auto |
| IsLocalizable | False |
| MaxLength | 1048576 |
msdyn_customerfirstwaittime
| Property | Value |
|---|---|
| Description | The conversation first wait time in seconds prior to conversation was assigned |
| DisplayName | Customer First Wait Time |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | msdyn_customerfirstwaittime |
| RequiredLevel | None |
| Type | Integer |
| MaxValue | 2147483647 |
| MinValue | -2147483648 |
msdyn_customerid
| Property | Value |
|---|---|
| Description | The Id of the customer |
| DisplayName | Customer Id |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | msdyn_customerid |
| RequiredLevel | None |
| Type | String |
| Format | Text |
| FormatName | Text |
| ImeMode | Auto |
| IsLocalizable | False |
| MaxLength | 100 |
msdyn_customerlocale
| Property | Value |
|---|---|
| Description | The language of the customer. |
| DisplayName | Customer Locale |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | msdyn_customerlocale |
| RequiredLevel | None |
| Type | String |
| Format | Text |
| FormatName | Text |
| ImeMode | Auto |
| IsLocalizable | False |
| MaxLength | 100 |
msdyn_customersentiment
| Property | Value |
|---|---|
| Description | The customer sentiment such as Positive, Negative, Nenutral. |
| DisplayName | Customer Sentiment |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | msdyn_customersentiment |
| RequiredLevel | None |
| Type | String |
| Format | Text |
| FormatName | Text |
| ImeMode | Auto |
| IsLocalizable | False |
| MaxLength | 100 |
msdyn_isescalatedtocustomerservicerepresentative
| Property | Value |
|---|---|
| Description | Indicates if conversation escalated to human representative or human agent. |
| DisplayName | Is Escalated |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | msdyn_isescalatedtocustomerservicerepresentative |
| RequiredLevel | None |
| Type | Boolean |
| GlobalChoiceName | msdyn_conversationrecord_msdyn_isescalatedtocustomerservicerepresentative |
| DefaultValue | False |
| True Label | Yes |
| False Label | No |
msdyn_workstream
| Property | Value |
|---|---|
| Description | The associated workstream. |
| DisplayName | Workstream |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | msdyn_workstream |
| 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 |
PartitionId
| Property | Value |
|---|---|
| Description | Logical partition id. A logical partition consists of a set of records with same partition id. |
| DisplayName | Partition Id |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | partitionid |
| RequiredLevel | None |
| Type | String |
| Format | Text |
| FormatName | Text |
| ImeMode | Auto |
| IsLocalizable | False |
| MaxLength | 100 |
TTLInSeconds
| Property | Value |
|---|---|
| Description | Time to live in seconds. |
| DisplayName | Time to live |
| IsValidForForm | True |
| IsValidForRead | True |
| LogicalName | ttlinseconds |
| 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 | 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_conversationrecord
- lk_msdyn_conversationrecord_createdby
- lk_msdyn_conversationrecord_createdonbehalfby
- lk_msdyn_conversationrecord_modifiedby
- lk_msdyn_conversationrecord_modifiedonbehalfby
- owner_msdyn_conversationrecord
- team_msdyn_conversationrecord
- user_msdyn_conversationrecord
business_unit_msdyn_conversationrecord
One-To-Many Relationship: businessunit business_unit_msdyn_conversationrecord
| Property | Value |
|---|---|
| ReferencedEntity | businessunit |
| ReferencedAttribute | businessunitid |
| ReferencingAttribute | owningbusinessunit |
| ReferencingEntityNavigationPropertyName | owningbusinessunit |
| IsHierarchical | |
| CascadeConfiguration | Archive: NoCascadeAssign: NoCascadeDelete: NoCascadeMerge: NoCascadeReparent: NoCascadeRollupView: NoCascadeShare: NoCascadeUnshare: NoCascade |
lk_msdyn_conversationrecord_createdby
One-To-Many Relationship: systemuser lk_msdyn_conversationrecord_createdby
| Property | Value |
|---|---|
| ReferencedEntity | systemuser |
| ReferencedAttribute | systemuserid |
| ReferencingAttribute | createdby |
| ReferencingEntityNavigationPropertyName | createdby |
| IsHierarchical | |
| CascadeConfiguration | Archive: NoCascadeAssign: NoCascadeDelete: NoCascadeMerge: NoCascadeReparent: NoCascadeRollupView: NoCascadeShare: NoCascadeUnshare: NoCascade |
lk_msdyn_conversationrecord_createdonbehalfby
One-To-Many Relationship: systemuser lk_msdyn_conversationrecord_createdonbehalfby
| Property | Value |
|---|---|
| ReferencedEntity | systemuser |
| ReferencedAttribute | systemuserid |
| ReferencingAttribute | createdonbehalfby |
| ReferencingEntityNavigationPropertyName | createdonbehalfby |
| IsHierarchical | |
| CascadeConfiguration | Archive: NoCascadeAssign: NoCascadeDelete: NoCascadeMerge: NoCascadeReparent: NoCascadeRollupView: NoCascadeShare: NoCascadeUnshare: NoCascade |
lk_msdyn_conversationrecord_modifiedby
One-To-Many Relationship: systemuser lk_msdyn_conversationrecord_modifiedby
| Property | Value |
|---|---|
| ReferencedEntity | systemuser |
| ReferencedAttribute | systemuserid |
| ReferencingAttribute | modifiedby |
| ReferencingEntityNavigationPropertyName | modifiedby |
| IsHierarchical | |
| CascadeConfiguration | Archive: NoCascadeAssign: NoCascadeDelete: NoCascadeMerge: NoCascadeReparent: NoCascadeRollupView: NoCascadeShare: NoCascadeUnshare: NoCascade |
lk_msdyn_conversationrecord_modifiedonbehalfby
One-To-Many Relationship: systemuser lk_msdyn_conversationrecord_modifiedonbehalfby
| Property | Value |
|---|---|
| ReferencedEntity | systemuser |
| ReferencedAttribute | systemuserid |
| ReferencingAttribute | modifiedonbehalfby |
| ReferencingEntityNavigationPropertyName | modifiedonbehalfby |
| IsHierarchical | |
| CascadeConfiguration | Archive: NoCascadeAssign: NoCascadeDelete: NoCascadeMerge: NoCascadeReparent: NoCascadeRollupView: NoCascadeShare: NoCascadeUnshare: NoCascade |
owner_msdyn_conversationrecord
One-To-Many Relationship: owner owner_msdyn_conversationrecord
| Property | Value |
|---|---|
| ReferencedEntity | owner |
| ReferencedAttribute | ownerid |
| ReferencingAttribute | ownerid |
| ReferencingEntityNavigationPropertyName | ownerid |
| IsHierarchical | |
| CascadeConfiguration | Archive: NoCascadeAssign: NoCascadeDelete: NoCascadeMerge: NoCascadeReparent: NoCascadeRollupView: NoCascadeShare: NoCascadeUnshare: NoCascade |
team_msdyn_conversationrecord
One-To-Many Relationship: team team_msdyn_conversationrecord
| Property | Value |
|---|---|
| ReferencedEntity | team |
| ReferencedAttribute | teamid |
| ReferencingAttribute | owningteam |
| ReferencingEntityNavigationPropertyName | owningteam |
| IsHierarchical | |
| CascadeConfiguration | Archive: NoCascadeAssign: NoCascadeDelete: NoCascadeMerge: NoCascadeReparent: NoCascadeRollupView: NoCascadeShare: NoCascadeUnshare: NoCascade |
user_msdyn_conversationrecord
One-To-Many Relationship: systemuser user_msdyn_conversationrecord
| Property | Value |
|---|---|
| ReferencedEntity | systemuser |
| ReferencedAttribute | systemuserid |
| ReferencingAttribute | owninguser |
| ReferencingEntityNavigationPropertyName | owninguser |
| IsHierarchical | |
| CascadeConfiguration | Archive: NoCascadeAssign: NoCascadeDelete: NoCascadeMerge: NoCascadeReparent: NoCascadeRollupView: NoCascadeShare: NoCascadeUnshare: NoCascade |
See also
Dataverse table/entity reference
Dataverse Web API Reference