Conversation Summary Setting (msdyn_conversationsummarysetting) table/entity reference (Microsoft Dynamics 365)

2025-08-29

Conversation Summary Settings Entity

Messages

The following table lists the messages for the Conversation Summary Setting (msdyn_conversationsummarysetting) 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
`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_conversationsummarysettings See Create	Create records
`CreateMultiple` Event: True	CreateMultiple	CreateMultipleRequest
`Delete` Event: True	`DELETE` /msdyn_conversationsummarysettings(msdyn_conversationsummarysettingid) See Delete	Delete records
`Disassociate` Event: True	Disassociate records	Disassociate records
`IsValidStateTransition` Event: False	IsValidStateTransition	IsValidStateTransitionRequest
`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_conversationsummarysettings(msdyn_conversationsummarysettingid) See Retrieve	Retrieve records
`RetrieveMultiple` Event: True	`GET` /msdyn_conversationsummarysettings See Query data	Query data
`RollbackRetain` Event: True	RollbackRetain	Learn to use messages with the SDK for .NET
`SetState` Event: True	`PATCH` /msdyn_conversationsummarysettings(msdyn_conversationsummarysettingid) Update the `statecode` and `statuscode` properties.	SetStateRequest
`Update` Event: True	`PATCH` /msdyn_conversationsummarysettings(msdyn_conversationsummarysettingid) See Update	Update records
`UpdateMultiple` Event: True	UpdateMultiple	UpdateMultipleRequest
`Upsert` Event: False	`PATCH` /msdyn_conversationsummarysettings(msdyn_conversationsummarysettingid) 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 Conversation Summary Setting (msdyn_conversationsummarysetting) table.

Property	Value
DisplayName	Conversation Summary Setting
DisplayCollectionName	Conversation Summary Settings
SchemaName	`msdyn_conversationsummarysetting`
CollectionSchemaName	`msdyn_conversationsummarysettings`
EntitySetName	`msdyn_conversationsummarysettings`
LogicalName	`msdyn_conversationsummarysetting`
LogicalCollectionName	`msdyn_conversationsummarysettings`
PrimaryIdAttribute	`msdyn_conversationsummarysettingid`
PrimaryNameAttribute	`msdyn_name`
TableType	`Standard`
OwnershipType	`OrganizationOwned`

Writable columns/attributes

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

ImportSequenceNumber
IsCustomizable
msdyn_allagentsenabled
msdyn_conversationends
msdyn_conversationsummarysettingId
msdyn_enabledforagents
msdyn_name
msdyn_previewlanguages
msdyn_showcreatecase
msdyn_systemagentlist
msdyn_whenagentjoins
OverriddenCreatedOn
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

IsCustomizable

Property	Value
Description	For internal use only.
DisplayName	Is Customizable
IsValidForForm	False
IsValidForRead	True
LogicalName	`iscustomizable`
RequiredLevel	SystemRequired
Type	ManagedProperty

msdyn_allagentsenabled

Property	Value
Description	Used to decide if the all agent option is selected in summary feature
DisplayName	Enable Summaries For All Agents
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_allagentsenabled`
RequiredLevel	None
Type	Boolean
GlobalChoiceName	`msdyn_conversationsummarysetting_msdyn_allagentsnabled`
DefaultValue	True
True Label	True
False Label	False

msdyn_conversationends

Property	Value
Description	Supported trigger when conversation ends
DisplayName	Conversation Ends
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_conversationends`
RequiredLevel	None
Type	Boolean
GlobalChoiceName	`msdyn_conversationsummarysetting_msdyn_conversationends`
DefaultValue	False
True Label	True
False Label	False

msdyn_conversationsummarysettingId

Property	Value
Description	Unique identifier for entity instances
DisplayName	Conversation Summary Setting
IsValidForForm	False
IsValidForRead	True
LogicalName	`msdyn_conversationsummarysettingid`
RequiredLevel	SystemRequired
Type	Uniqueidentifier

msdyn_enabledforagents

Property	Value
Description	Supported trigger to enable to show create case button
DisplayName	Enable Create Case Button
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_enabledforagents`
RequiredLevel	None
Type	Boolean
GlobalChoiceName	`msdyn_conversationsummarysetting_msdyn_enabledforagents`
DefaultValue	True
True Label	True
False Label	False

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_previewlanguages

Property	Value
Description	Allow auto-summarization in public preview languages
DisplayName	Preview Languages
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_previewlanguages`
RequiredLevel	None
Type	Boolean
GlobalChoiceName	`msdyn_conversationsummarysetting_msdyn_previewlanguages`
DefaultValue	False
True Label	True
False Label	False

msdyn_showcreatecase

Property	Value
Description	Supported trigger to enable to show create case button
DisplayName	Enable Create Case Button
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_showcreatecase`
RequiredLevel	None
Type	Boolean
GlobalChoiceName	`msdyn_conversationsummarysetting_msdyn_showcreatecase`
DefaultValue	True
True Label	True
False Label	False

msdyn_systemagentlist

Property	Value
Description	Agent Enabled List By Admin
DisplayName	Agent Enabled List
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_systemagentlist`
RequiredLevel	None
Type	Memo
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	1048576

msdyn_whenagentjoins

Property	Value
Description	Supported trigger when agent joins the conversation
DisplayName	When Agent Joins
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_whenagentjoins`
RequiredLevel	None
Type	Boolean
GlobalChoiceName	`msdyn_conversationsummarysetting_msdyn_whenagentjoins`
DefaultValue	False
True Label	True
False Label	False

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

statecode

Property	Value
Description	Status of the Conversation Summary Setting
DisplayName	Status
IsValidForForm	True
IsValidForRead	True
LogicalName	`statecode`
RequiredLevel	SystemRequired
Type	State
DefaultFormValue
GlobalChoiceName	`msdyn_conversationsummarysetting_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 Conversation Summary Setting
DisplayName	Status Reason
IsValidForForm	True
IsValidForRead	True
LogicalName	`statuscode`
RequiredLevel	None
Type	Status
DefaultFormValue
GlobalChoiceName	`msdyn_conversationsummarysetting_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.

ComponentIdUnique
ComponentState
CreatedBy
CreatedOn
CreatedOnBehalfBy
IsManaged
ModifiedBy
ModifiedOn
ModifiedOnBehalfBy
OrganizationId
OverwriteTime
SolutionId
SupportingSolutionId
VersionNumber

ComponentIdUnique

Property	Value
Description	For internal use only.
DisplayName	Row id unique
IsValidForForm	False
IsValidForRead	True
LogicalName	`componentidunique`
RequiredLevel	SystemRequired
Type	Uniqueidentifier

ComponentState

Property	Value
Description	For internal use only.
DisplayName	Component State
IsValidForForm	False
IsValidForRead	True
LogicalName	`componentstate`
RequiredLevel	SystemRequired
Type	Picklist
DefaultFormValue
GlobalChoiceName	`componentstate`

ComponentState Choices/Options

Value	Label
0	Published
1	Unpublished
2	Deleted
3	Deleted Unpublished

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

IsManaged

Property	Value
Description	Indicates whether the solution component is part of a managed solution.
DisplayName	Is Managed
IsValidForForm	False
IsValidForRead	True
LogicalName	`ismanaged`
RequiredLevel	SystemRequired
Type	Boolean
GlobalChoiceName	`ismanaged`
DefaultValue	False
True Label	Managed
False Label	Unmanaged

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

OrganizationId

Property	Value
Description	Unique identifier for the organization
DisplayName	Organization Id
IsValidForForm	False
IsValidForRead	True
LogicalName	`organizationid`
RequiredLevel	None
Type	Lookup
Targets	organization

OverwriteTime

Property	Value
Description	For internal use only.
DisplayName	Record Overwrite Time
IsValidForForm	False
IsValidForRead	True
LogicalName	`overwritetime`
RequiredLevel	SystemRequired
Type	DateTime
CanChangeDateTimeBehavior	False
DateTimeBehavior	UserLocal
Format	DateAndTime
ImeMode	Inactive
SourceTypeMask	0

SolutionId

Property	Value
Description	Unique identifier of the associated solution.
DisplayName	Solution
IsValidForForm	False
IsValidForRead	True
LogicalName	`solutionid`
RequiredLevel	SystemRequired
Type	Uniqueidentifier

SupportingSolutionId

Property	Value
Description	For internal use only.
DisplayName	Solution
IsValidForForm	False
IsValidForRead	False
LogicalName	`supportingsolutionid`
RequiredLevel	None
Type	Uniqueidentifier

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.

lk_msdyn_conversationsummarysetting_createdby
lk_msdyn_conversationsummarysetting_createdonbehalfby
lk_msdyn_conversationsummarysetting_modifiedby
lk_msdyn_conversationsummarysetting_modifiedonbehalfby
organization_msdyn_conversationsummarysetting

lk_msdyn_conversationsummarysetting_createdby

One-To-Many Relationship: systemuser lk_msdyn_conversationsummarysetting_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_conversationsummarysetting_createdonbehalfby

One-To-Many Relationship: systemuser lk_msdyn_conversationsummarysetting_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_conversationsummarysetting_modifiedby

One-To-Many Relationship: systemuser lk_msdyn_conversationsummarysetting_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_conversationsummarysetting_modifiedonbehalfby

One-To-Many Relationship: systemuser lk_msdyn_conversationsummarysetting_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`

organization_msdyn_conversationsummarysetting

One-To-Many Relationship: organization organization_msdyn_conversationsummarysetting

Property	Value
ReferencedEntity	`organization`
ReferencedAttribute	`organizationid`
ReferencingAttribute	`organizationid`
ReferencingEntityNavigationPropertyName	`organizationid`
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_conversationsummarysetting_AsyncOperations
msdyn_conversationsummarysetting_BulkDeleteFailures
msdyn_conversationsummarysetting_MailboxTrackingFolders
msdyn_conversationsummarysetting_PrincipalObjectAttributeAccesses
msdyn_conversationsummarysetting_ProcessSession
msdyn_conversationsummarysetting_SyncErrors

msdyn_conversationsummarysetting_AsyncOperations

Many-To-One Relationship: asyncoperation msdyn_conversationsummarysetting_AsyncOperations

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

msdyn_conversationsummarysetting_BulkDeleteFailures

Many-To-One Relationship: bulkdeletefailure msdyn_conversationsummarysetting_BulkDeleteFailures

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

msdyn_conversationsummarysetting_MailboxTrackingFolders

Many-To-One Relationship: mailboxtrackingfolder msdyn_conversationsummarysetting_MailboxTrackingFolders

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

msdyn_conversationsummarysetting_PrincipalObjectAttributeAccesses

Many-To-One Relationship: principalobjectattributeaccess msdyn_conversationsummarysetting_PrincipalObjectAttributeAccesses

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

msdyn_conversationsummarysetting_ProcessSession

Many-To-One Relationship: processsession msdyn_conversationsummarysetting_ProcessSession

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

msdyn_conversationsummarysetting_SyncErrors

Many-To-One Relationship: syncerror msdyn_conversationsummarysetting_SyncErrors

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

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