Trigger Sales Agent (msdyn_triggersalesagent) table/entity reference (Microsoft Dynamics 365)

2025-08-30

This table contains records of trigger sales agents.

Messages

The following table lists the messages for the Trigger Sales Agent (msdyn_triggersalesagent) 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_triggersalesagents(msdyn_triggersalesagentid) 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_triggersalesagents See Create	Create records
`CreateMultiple` Event: True	CreateMultiple	CreateMultipleRequest
`Delete` Event: True	`DELETE` /msdyn_triggersalesagents(msdyn_triggersalesagentid) 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_triggersalesagents(msdyn_triggersalesagentid) See Retrieve	Retrieve records
`RetrieveMultiple` Event: True	`GET` /msdyn_triggersalesagents 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_triggersalesagents(msdyn_triggersalesagentid) Update the `statecode` and `statuscode` properties.	SetStateRequest
`Update` Event: True	`PATCH` /msdyn_triggersalesagents(msdyn_triggersalesagentid) See Update	Update records
`UpdateMultiple` Event: True	UpdateMultiple	UpdateMultipleRequest
`Upsert` Event: False	`PATCH` /msdyn_triggersalesagents(msdyn_triggersalesagentid) 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 Trigger Sales Agent (msdyn_triggersalesagent) table.

Property	Value
DisplayName	Trigger Sales Agent
DisplayCollectionName	Trigger Sales Agents
SchemaName	`msdyn_triggersalesagent`
CollectionSchemaName	`msdyn_triggersalesagents`
EntitySetName	`msdyn_triggersalesagents`
LogicalName	`msdyn_triggersalesagent`
LogicalCollectionName	`msdyn_triggersalesagents`
PrimaryIdAttribute	`msdyn_triggersalesagentid`
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_name
msdyn_regardingid
msdyn_regardingidIdType
msdyn_salesagentprofile
msdyn_triggerpayload
msdyn_triggersalesagentId
msdyn_triggertype
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_name

Property	Value
Description	The name of the entity record.
DisplayName	Name
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_name`
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	850

msdyn_regardingid

Property	Value
Description	Unique identifier of the object with which the TSA is associated.
DisplayName	Regarding Id
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_regardingid`
RequiredLevel	None
Type	Lookup
Targets	lead

msdyn_regardingidIdType

Property	Value
Description
DisplayName
IsValidForForm	False
IsValidForRead	True
LogicalName	`msdyn_regardingididtype`
RequiredLevel	None
Type	EntityName

msdyn_salesagentprofile

Property	Value
Description	Sales agent profile associated with TSA.
DisplayName	Sales Agent Profile
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_salesagentprofile`
RequiredLevel	ApplicationRequired
Type	Lookup
Targets	msdyn_salesagentprofile

msdyn_triggerpayload

Property	Value
Description	Payload containing data related to updated record field.
DisplayName	Trigger Payload
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_triggerpayload`
RequiredLevel	None
Type	Memo
Format	TextArea
FormatName	TextArea
ImeMode	Auto
IsLocalizable	False
MaxLength	10000

msdyn_triggersalesagentId

Property	Value
Description	Unique identifier for entity instances
DisplayName	Trigger Sales Agent
IsValidForForm	False
IsValidForRead	True
LogicalName	`msdyn_triggersalesagentid`
RequiredLevel	SystemRequired
Type	Uniqueidentifier

msdyn_triggertype

Property	Value
Description	Reason that triggered the change in record.
DisplayName	Trigger Type
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_triggertype`
RequiredLevel	ApplicationRequired
Type	Picklist
DefaultFormValue	-1
GlobalChoiceName	`msdyn_triggersalesagent_msdyn_triggertype`

msdyn_triggertype Choices/Options

Value	Label
1	Resegment
2	Field Update

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 Trigger Sales Agent
DisplayName	Status
IsValidForForm	True
IsValidForRead	True
LogicalName	`statecode`
RequiredLevel	SystemRequired
Type	State
DefaultFormValue
GlobalChoiceName	`msdyn_triggersalesagent_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 Trigger Sales Agent
DisplayName	Status Reason
IsValidForForm	True
IsValidForRead	True
LogicalName	`statuscode`
RequiredLevel	None
Type	Status
DefaultFormValue
GlobalChoiceName	`msdyn_triggersalesagent_statuscode`

statuscode Choices/Options

Value	Details
1	Label: Active State:0 TransitionData: None
2	Label: Completed State:1 TransitionData: None
3	Label: Failed 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	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_triggersalesagent
lk_msdyn_triggersalesagent_createdby
lk_msdyn_triggersalesagent_createdonbehalfby
lk_msdyn_triggersalesagent_modifiedby
lk_msdyn_triggersalesagent_modifiedonbehalfby
msdyn_triggersalesagent_regardingid_lead
msdyn_triggersalesagent_salesagentprofile_msdyn_salesagentprofile
owner_msdyn_triggersalesagent
team_msdyn_triggersalesagent
user_msdyn_triggersalesagent

business_unit_msdyn_triggersalesagent

One-To-Many Relationship: businessunit business_unit_msdyn_triggersalesagent

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_triggersalesagent_createdby

One-To-Many Relationship: systemuser lk_msdyn_triggersalesagent_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_triggersalesagent_createdonbehalfby

One-To-Many Relationship: systemuser lk_msdyn_triggersalesagent_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_triggersalesagent_modifiedby

One-To-Many Relationship: systemuser lk_msdyn_triggersalesagent_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_triggersalesagent_modifiedonbehalfby

One-To-Many Relationship: systemuser lk_msdyn_triggersalesagent_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`

msdyn_triggersalesagent_regardingid_lead

One-To-Many Relationship: lead msdyn_triggersalesagent_regardingid_lead

Property	Value
ReferencedEntity	`lead`
ReferencedAttribute	`leadid`
ReferencingAttribute	`msdyn_regardingid`
ReferencingEntityNavigationPropertyName	`msdyn_regardingid`
IsHierarchical
CascadeConfiguration	Archive: `RemoveLink` Assign: `NoCascade` Delete: `Cascade` Merge: `Cascade` Reparent: `NoCascade` RollupView: `NoCascade` Share: `NoCascade` Unshare: `NoCascade`

msdyn_triggersalesagent_salesagentprofile_msdyn_salesagentprofile

One-To-Many Relationship: msdyn_salesagentprofile msdyn_triggersalesagent_salesagentprofile_msdyn_salesagentprofile

Property	Value
ReferencedEntity	`msdyn_salesagentprofile`
ReferencedAttribute	`msdyn_salesagentprofileid`
ReferencingAttribute	`msdyn_salesagentprofile`
ReferencingEntityNavigationPropertyName	`msdyn_salesagentprofile`
IsHierarchical
CascadeConfiguration	Archive: `RemoveLink` Assign: `NoCascade` Delete: `RemoveLink` Merge: `NoCascade` Reparent: `NoCascade` RollupView: `NoCascade` Share: `NoCascade` Unshare: `NoCascade`

owner_msdyn_triggersalesagent

One-To-Many Relationship: owner owner_msdyn_triggersalesagent

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_triggersalesagent

One-To-Many Relationship: team team_msdyn_triggersalesagent

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_triggersalesagent

One-To-Many Relationship: systemuser user_msdyn_triggersalesagent

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_triggersalesagent_AsyncOperations
msdyn_triggersalesagent_BulkDeleteFailures
msdyn_triggersalesagent_MailboxTrackingFolders
msdyn_triggersalesagent_PrincipalObjectAttributeAccesses
msdyn_triggersalesagent_ProcessSession
msdyn_triggersalesagent_SyncErrors

msdyn_triggersalesagent_AsyncOperations

Many-To-One Relationship: asyncoperation msdyn_triggersalesagent_AsyncOperations

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

msdyn_triggersalesagent_BulkDeleteFailures

Many-To-One Relationship: bulkdeletefailure msdyn_triggersalesagent_BulkDeleteFailures

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

msdyn_triggersalesagent_MailboxTrackingFolders

Many-To-One Relationship: mailboxtrackingfolder msdyn_triggersalesagent_MailboxTrackingFolders

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

msdyn_triggersalesagent_PrincipalObjectAttributeAccesses

Many-To-One Relationship: principalobjectattributeaccess msdyn_triggersalesagent_PrincipalObjectAttributeAccesses

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

msdyn_triggersalesagent_ProcessSession

Many-To-One Relationship: processsession msdyn_triggersalesagent_ProcessSession

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

msdyn_triggersalesagent_SyncErrors

Many-To-One Relationship: syncerror msdyn_triggersalesagent_SyncErrors

Property	Value
ReferencingEntity	`syncerror`
ReferencingAttribute	`regardingobjectid`
ReferencedEntityNavigationPropertyName	`msdyn_triggersalesagent_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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