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Conversation Record (msdyn_conversationrecord) table/entity reference (Microsoft Dynamics 365)

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
Assign
Event: True
PATCH /msdyn_conversationrecords(msdyn_conversationrecordid)
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_conversationrecords
See Create
Create records
CreateMultiple
Event: True
CreateMultiple CreateMultipleRequest
Delete
Event: True
DELETE /msdyn_conversationrecords(msdyn_conversationrecordid)
See Delete
Delete records
DeleteMultiple
Event: True
DeleteMultiple Learn to use messages with the SDK for .NET
Disassociate
Event: True
Disassociate records Disassociate records
PurgeRetainedContent
Event: True
PurgeRetainedContent 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_conversationrecords(msdyn_conversationrecordid)
See Retrieve
Retrieve records
RetrieveEntityChanges
Event: True
RetrieveEntityChangesRequest
RetrieveMultiple
Event: True
GET /msdyn_conversationrecords
See Query data
Query data
RetrievePrincipalAccess
Event: True
RetrievePrincipalAccess RetrievePrincipalAccessRequest
RollbackRetain
Event: True
RollbackRetain Learn to use messages with the SDK for .NET
Update
Event: True
PATCH /msdyn_conversationrecords(msdyn_conversationrecordid)
See Update
Update records
UpdateMultiple
Event: True
UpdateMultiple UpdateMultipleRequest
Upsert
Event: True
PATCH /msdyn_conversationrecords(msdyn_conversationrecordid)
See Upsert a table row
UpsertRequest
UpsertMultiple
Event: True
UpsertMultiple UpsertMultipleRequest
ValidateRetentionConfig
Event: 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

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

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

One-To-Many Relationship: businessunit business_unit_msdyn_conversationrecord

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

See also

Dataverse table/entity reference
Dataverse Web API Reference