ModifyAccess Action
Replaces the access rights on the target record for the specified security principal (user or team).
Parameters
Parameters allow for data to be passed to the action.
| Name | Type | Nullable | Unicode | Description |
|---|---|---|---|---|
|
Target
|
crmbaseentity | False | True | The entity that is the target of the request to modify access. |
|
PrincipalAccess
|
PrincipalAccess | True | True | The team or user whose access to the specified record is modified. |
Entities
Use the ModifyAccess action with the following entity types:
| Name | Display Name | Description |
|---|---|---|
| account | Account | Business that represents a customer or potential customer. The company that is billed in business transactions. |
| adminsettingsentity | admin_settings_entity | |
| annotation | Note | Note that is attached to one or more objects, including other notes. |
| appointment | Appointment | Commitment representing a time interval with start/end times and duration. |
| bookableresource | Bookable Resource | Resource that has capacity which can be allocated to work. |
| bookableresourcebooking | Bookable Resource Booking | Represents the line details of a resource booking. |
| bookableresourcebookingheader | Bookable Resource Booking Header | Shows the reservation table where the summary of resource bookings are persisted. |
| bookableresourcecategory | Bookable Resource Category | Resource category master used to categorize people and equipment. |
| bookableresourcecategoryassn | Bookable Resource Category Assn | Association entity to model the categorization of resources. |
| bookableresourcecharacteristic | Bookable Resource Characteristic | Associates resources with their characteristics and specifies the proficiency level of a resource for that characteristic. |
| bookableresourcegroup | Bookable Resource Group | Associates resources with resource groups that they are a member of. |
| bookingstatus | Booking Status | Allows creation of multiple sub statuses mapped to a booking status option. |
| campaign | Campaign | Container for campaign activities and responses, sales literature, products, and lists to create, plan, execute, and track the results of a specific marketing campaign through its life. |
| campaignactivity | Campaign Activity | Task performed, or to be performed, by a user for planning or running a campaign. |
| campaignresponse | Campaign Response | Response from an existing or a potential new customer for a campaign. |
| characteristic | Characteristic | Skills, education and certifications of resources. |
| connection | Connection | Relationship between two entities. |
| connectionreference | Connection Reference | |
| connector | Connector | Connector Entity to support Solutioning Integration |
| contact | Contact | Person with whom a business unit has a relationship, such as customer, supplier, and colleague. |
| contract | Contract | Agreement to provide customer service during a specified amount of time or number of cases. |
| duplicaterule | Duplicate Detection Rule | Rule used to identify potential duplicates. |
| Activity that is delivered using email protocols. | ||
| emailserverprofile | Email Server Profile | Holds the Email Server Profiles of an organization |
| entitlement | Entitlement | Defines the amount and type of support a customer should receive. |
| environmentvariabledefinition | Environment Variable Definition | Contains information about the settable variable: its type, default value, and etc. |
| environmentvariablevalue | Environment Variable Value | Holds the value for the associated EnvironmentVariableDefinition entity. |
| fax | Fax | Activity that tracks call outcome and number of pages for a fax and optionally stores an electronic copy of the document. |
| feedback | Feedback | Container for feedback and ratings for knowledge articles. |
| flowsession | Flow Session | Entity to store the information that is generated when a modern flow or UI flow runs. |
| goal | Goal | Target objective for a user or a team for a specified time period. |
| goalrollupquery | Rollup Query | Query that is used to filter the results of the goal rollup. |
| import | Data Import | Status and ownership information for an import job. |
| importfile | Import Source File | File name of file used for import. |
| importmap | Data Map | Data map used in import. |
| incident | Case | Service request case associated with a contract. |
| incidentresolution | Case Resolution | Special type of activity that includes description of the resolution, billing status, and the duration of the case. |
| invoice | Invoice | Order that has been billed. |
| knowledgearticle | Knowledge Article | Organizational knowledge for internal and external use. |
| knowledgebaserecord | Knowledge Base Record | Metadata of knowledge base (KB) articles associated with Microsoft Dynamics 365 entities. |
| lead | Lead | Prospect or potential sales opportunity. Leads are converted into accounts, contacts, or opportunities when they are qualified. Otherwise, they are deleted or archived. |
| letter | Letter | Activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter. |
| list | Marketing List | Group of existing or potential customers created for a marketing campaign or other sales purposes. |
| mailbox | Mailbox | |
| mailmergetemplate | Mail Merge Template | Template for a mail merge document that contains the standard attributes of that document. |
| msdyn_accountpricelist | Account Project Price List | Sales price list for this customer to capture special pricing agreements for products, roles and categories. |
| msdyn_actual | Actual | |
| msdyn_agreement | Agreement | Provides ability to store details about service agreements you have with your customers |
| msdyn_agreementbookingdate | Agreement Booking Date | Specify the maintenance booking dates for the agreement. |
| msdyn_agreementbookingincident | Agreement Booking Incident | Specify the booking incident for the agreement. |
| msdyn_agreementbookingproduct | Agreement Booking Product | Specify the booking product for the agreement. |
| msdyn_agreementbookingservice | Agreement Booking Service | Specify the booking service for the agreement. |
| msdyn_agreementbookingservicetask | Agreement Booking Service Task | Specify the booking service task for the agreement. |
| msdyn_agreementbookingsetup | Agreement Booking Setup | Specify the maintenance bookings for the agreement. |
| msdyn_agreementinvoicedate | Agreement Invoice Date | Specify the invoice dates for the agreement. |
| msdyn_agreementinvoiceproduct | Agreement Invoice Product | Specify the booking product invoice for the agreement. |
| msdyn_agreementinvoicesetup | Agreement Invoice Setup | Specify the invoices for this agreement. |
| msdyn_agreementsubstatus | Agreement Substatus | Specify custom agreement substatuses, which can be used to specify the current agreement status more precisely. |
| msdyn_aibdataset | AI Builder Dataset | |
| msdyn_aibdatasetfile | AI Builder Dataset File | |
| msdyn_aibdatasetrecord | AI Builder Dataset Record | |
| msdyn_aibdatasetscontainer | AI Builder Datasets Container | |
| msdyn_aibfile | AI Builder File | |
| msdyn_aibfileattacheddata | AI Builder File Attached Data | |
| msdyn_aiconfiguration | AI Configuration | |
| msdyn_aifptrainingdocument | AI Form Processing Document | |
| msdyn_aimodel | AI Model | |
| msdyn_aiodimage | AI Object Detection Image | |
| msdyn_aiodlabel | AI Object Detection Label | |
| msdyn_aiodtrainingboundingbox | AI Object Detection Bounding Box | |
| msdyn_aiodtrainingimage | AI Object Detection Image Mapping | |
| msdyn_aitemplate | AI Template | |
| msdyn_analysiscomponent | Analysis Component | |
| msdyn_analysisjob | Analysis Job | |
| msdyn_analysisresult | Analysis Result | |
| msdyn_analysisresultdetail | Analysis Result Detail | |
| msdyn_approval | Project Service Approval | Container for approvals. |
| msdyn_bookingalert | Booking Alert | Alerts that notify schedule board users of booking issues or information. |
| msdyn_bookingalertstatus | Booking Alert Status | The status of a booking alert. |
| msdyn_bookingchange | Booking Change | An internal entity used to track changes that affect the schedule board. |
| msdyn_bookingjournal | Booking Journal | System generated journal to calculate the cost of the resource bookings |
| msdyn_bookingrule | Booking Rule | Specify custom rules to be validated by the system before saving a booking record. |
| msdyn_bookingsetupmetadata | Booking Setup Metadata | |
| msdyn_bookingtimestamp | Booking Timestamp | Tracks status changes of bookings and timestamps the change of the status |
| msdyn_characteristicreqforteammember | Competency Requirement (Deprecated) | Characteristic requirement for team member |
| msdyn_clientextension | Client Extension | |
| msdyn_configuration | Configuration | This entity is used to store queries and templates. |
| msdyn_contactpricelist | Contact Price List | Specific sales price list for this customer to capture special pricing agreements for products, roles, and categories. |
| msdyn_contractlinescheduleofvalue | Project Contract Line Milestone | List of billing milestones and invoice amounts for this project contract line. |
| msdyn_customerasset | Customer Asset | Specify customer asset. |
| msdyn_dataexport | Actual Data Export (Deprecated) | Data export entity for the actual entity. |
| msdyn_delegation | Delegation | Delegation of time, expense entities among users |
| msdyn_estimate | Estimate | Labor, cost, and revenue estimates for a project. |
| msdyn_estimateline | Estimate Line | Estimates on a per day timescale. |
| msdyn_expense | Expense | Main container that holds expense information. |
| msdyn_expensereceipt | Expense Receipt | Table that contains expense receipt information. |
| msdyn_fact | Fact | Aggregated fact entity for actual transactions. |
| msdyn_fieldcomputation | Field Computation | Product properties whose values are to be considered as factors for quantity computation on a transaction line. |
| msdyn_fieldservicesetting | Field Service Setting | Settings controlling functionality related to Field Service |
| msdyn_fieldserviceslaconfiguration | Field Service SLA Configuration | Allows configuration of SLA Type and appropriate behavior based on creation and update of SLA KPI Instances related to Field Service entities. |
| msdyn_findworkevent | Find Work Event (Deprecated in v3.0) | Entity used for counting the number of times resources apply for open positions and other behavioral attributes of resources. |
| msdyn_incidenttype | Incident Type | Incident types define the various types of incidents (issues) that a customer could report, on which work orders are based. |
| msdyn_incidenttypecharacteristic | Incident Type Characteristic | Specify characteristic insident type. |
| msdyn_incidenttypeproduct | Incident Type Product | This entity gives the ability to pre-configure products to be added to a work order when the related incident is added to the work order |
| msdyn_incidenttypeservice | Incident Type Service | This entity gives the ability to pre-configure services to be added to a work order when the related incident is added to the work order |
| msdyn_incidenttypeservicetask | Incident Type Service Task | In this entity you define all the default service tasks that should be added to the work order as soon as this incident type is added to the work order |
| msdyn_integrationjob | Integration Job | Staging table for integration data |
| msdyn_integrationjobdetail | Integration Job Detail | Staging table for integration data lines |
| msdyn_inventoryadjustment | Inventory Adjustment | Records inventory adjustments |
| msdyn_inventoryadjustmentproduct | Inventory Adjustment Product | Records product affected by an inventory adjustment or inventory transfer |
| msdyn_inventoryjournal | Inventory Journal | Inventory change tracking |
| msdyn_inventorytransfer | Inventory Transfer | Records inventory adjustments |
| msdyn_invoicelinetransaction | Invoice Line Detail | Transactions that are associated to an invoice line. |
| msdyn_iotalert | IoT Alert | |
| msdyn_iotdevice | IoT Device | Represents a connected device that can be registered with an IoT provider. |
| msdyn_iotdevicecategory | IoT Device Category | Used to categorize IoT devices. |
| msdyn_iotdevicecommand | IoT Device Command | Represents an outgoing message to a device connected to an IoT provider. |
| msdyn_iotdeviceregistrationhistory | IoT Device Registration History | Tracks registration activities on an IoT device. |
| msdyn_journal | Journal | Unposted business transactions, for example, time and expense. |
| msdyn_journalline | Journal Line | Unposted business transaction line details. |
| msdyn_opportunitylineresourcecategory | Opportunity Line Resource Category (Deprecated) | List of roles that will be considered as costs when understanding the profit of an opportunity line (Deprecated in v3.0) |
| msdyn_opportunitylinetransaction | Opportunity Line Detail (Deprecated) | Sales estimate detail of an opportunity line (Deprecated in v3.0) |
| msdyn_opportunitylinetransactioncategory | Opportunity Line Transaction Category (Deprecated) | List of transaction categories that will be considered as costs when computing the profit of an opportunity line (Deprecated in v3.0) |
| msdyn_opportunitylinetransactionclassificatio | Opportunity Line Transaction Classification (Deprecated) | List of transaction classification heads, which are four broad cost categories of time, expense, material, and fee, that will be considered as costs when computing the profit of an opportunity line (Deprecated in v3.0) |
| msdyn_opportunitypricelist | Opportunity Project Price List | Sales price list that will used by the opportunity to set default sales prices on all project-based components such as time and expense. |
| msdyn_orderinvoicingdate | Order Invoicing Date | |
| msdyn_orderinvoicingproduct | Order Invoicing Product | |
| msdyn_orderinvoicingsetup | Order Invoicing Setup | |
| msdyn_orderinvoicingsetupdate | Order Invoicing Setup Date | |
| msdyn_orderlineresourcecategory | Project Contract Line Resource Category | List of roles that will be considered as costs when computing the profit of a project contract line. |
| msdyn_orderlinetransaction | Project Contract Line Detail | Sales estimate detail of an project contract line. |
| msdyn_orderlinetransactioncategory | Project Contract Line Transaction Category | List of transaction categories that will be considered as costs when computing the profit of a project contract line. |
| msdyn_orderlinetransactionclassification | Project Contract Line Transaction Classification | List of transaction classification heads, which are four broad cost categories of time, expense, material, and fee, that will be considered as costs when computing the profit of a project contract line. |
| msdyn_orderpricelist | Project Contract Project Price List | Sales price list used on the contract to set default sales prices on all project-based components such as time and expense. |
| msdyn_payment | Payment | Specify payment. |
| msdyn_paymentdetail | Payment Detail | Specify payment details. |
| msdyn_paymentmethod | Payment Method | Specify payment method. |
| msdyn_paymentterm | Payment Term | Specify payment terms used for billing. |
| msdyn_postalbum | Profile Album | Contains user profile images that are stored as attachments and displayed in posts. |
| msdyn_postalcode | Postal Code | Specify postal codes and their relationship to territories. |
| msdyn_priority | Priority | Priorities to be used on bookings. In addition, a color could be specified for each priority type and the color selected will be shown visually on the schedule board. |
| msdyn_project | Project | Delivery entity in an engagement. |
| msdyn_projectapproval | Project Approval | |
| msdyn_projectpricelist | Project Price List | |
| msdyn_projecttask | Project Task | Tasks related to project. |
| msdyn_projecttaskdependency | Project Task Dependency | Dependency data between tasks. |
| msdyn_projecttaskstatususer | Project Task Status User | User status for project tasks (Deprecated in v3.0). |
| msdyn_projectteam | Project Team Member | Entity used to model relationship between resources and project teams. |
| msdyn_projecttransactioncategory | Project Transaction Category (Deprecated) | (Deprecated in v3.0) |
| msdyn_purchaseorder | Purchase Order | Record Purchase Orders pertaining to Work Orders or otherwise |
| msdyn_purchaseorderbill | Purchase Order Bill | Specify purchase order bill. |
| msdyn_purchaseorderproduct | Purchase Order Product | Record products to be ordered on purchase order |
| msdyn_purchaseorderreceipt | Purchase Order Receipt | Specify purchase order receipt. |
| msdyn_purchaseorderreceiptproduct | Purchase Order Receipt Product | Specify product for purchase order receipt. |
| msdyn_purchaseordersubstatus | Purchase Order SubStatus | Specify custom PO Substatuses, which can be used to specify the current PO status more precisely. |
| msdyn_quotebookingincident | Quote Booking Incident | Stores the Incidents associated with Quote and Quote Booking Setup |
| msdyn_quotebookingproduct | Quote Booking Product | Provides ability to store information about the products that are associated with Quote Booking Setup |
| msdyn_quotebookingservice | Quote Booking Service | Stores details about the services associated with Quote Booking Setup |
| msdyn_quotebookingservicetask | Quote Booking Service Task | |
| msdyn_quotebookingsetup | Quote Booking Setup | Specify the maintenance bookings for the agreement. |
| msdyn_quoteinvoicingproduct | Quote Invoicing Product | |
| msdyn_quoteinvoicingsetup | Quote Invoicing Setup | |
| msdyn_quotelineanalyticsbreakdown | Quote Line Analytics Breakdown | Reporting entity that is used to show quoted sales and estimated cost amounts by various dimensions. |
| msdyn_quotelineresourcecategory | Quote Line Resource Category | List of roles that will be considered as costs when understanding the profit of a quote line. |
| msdyn_quotelinescheduleofvalue | Quote Line Milestone | List of billing milestones and invoice amounts for this quote line. |
| msdyn_quotelinetransaction | Quote Line Detail | Sales estimate detail of a quote line. |
| msdyn_quotelinetransactioncategory | Quote Line Transaction Category | List of transaction categories that will be considered as costs when computing the profit of a quote line. |
| msdyn_quotelinetransactionclassification | Quote Line Transaction Classification | List of transaction classification heads, the four broad cost classifications of time, expense, material, and fee, that will be considered as costs when computing the profit of a quote line. |
| msdyn_quotepricelist | Quote Project Price List | Sales price list that will used by the quote to default sales prices on all project-based components such as time and expense. |
| msdyn_requirementcharacteristic | Requirement Characteristic | Requirement Characteristic |
| msdyn_requirementorganizationunit | Requirement Organization Unit | Requirement of Organization Unit |
| msdyn_requirementresourcecategory | Requirement Resource Category | Requirement Resource Category |
| msdyn_requirementresourcepreference | Requirement Resource Preference | Requirement Resource Preference |
| msdyn_requirementstatus | Requirement Status | Requirement Status |
| msdyn_resourceassignment | Resource Assignment | Entity used to keep track of resource assignment header information on tasks. |
| msdyn_resourceassignmentdetail | Resource Assignment Detail (Deprecated in v2.0) | Entity used to keep track of resource assignment details on tasks. |
| msdyn_resourcepaytype | Resource Pay Type | Pay Types of resources hourly rate to calculate the resource cost |
| msdyn_resourcerequest | Resource Request | Entity that wraps the resource requirement to capture the type of resources, skills, and location required. |
| msdyn_resourcerequirement | Resource Requirement | Entity used to track the high-level information about resource requirements. |
| msdyn_resourcerequirementdetail | Resource Requirement Detail | Entity used to track the detailed information about resource requirements. |
| msdyn_resourceterritory | Resource Territory | Allows to specify for which territory a resource could provide services for |
| msdyn_rma | RMA | Records RMAs for products to be retuned from customers |
| msdyn_rmaproduct | RMA Product | Records products to be returned on an RMA |
| msdyn_rmareceipt | RMA Receipt | Specify RMA receipt. |
| msdyn_rmareceiptproduct | RMA Receipt Product | Specify RMA receipt product. |
| msdyn_rmasubstatus | RMA SubStatus | Specify custom RMA substatuses, which can be used to specify the current RMA status more precisely. |
| msdyn_rolecompetencyrequirement | Role competency requirement | Entity used to associate skills in a role. |
| msdyn_roleutilization | Role Utilization | Gathers data about utilization per role to display in a chart |
| msdyn_rtv | RTV | Records RTVs for products to be retuned to vendors |
| msdyn_rtvproduct | RTV Product | Records products to be returned on an RTV |
| msdyn_rtvsubstatus | RTV Substatus | Specify custom RTV substatuses, which can be used to specify the current RTV status more precisely. |
| msdyn_salesinsightssettings | salesinsightssettings | Storing settings for studio feature |
| msdyn_scheduleboardsetting | Schedule Board Setting | To store settings of SB by user & tabs |
| msdyn_servicetasktype | Service Task Type | Specify the different service task and labor types that your resources perform as part of their work orders. |
| msdyn_shipvia | Ship Via | Specify the different shipping methods used. |
| msdyn_siconfig | siconfig | |
| msdyn_systemuserschedulersetting | System User Scheduler Setting | Stores user-specific settings for the schedule board. |
| msdyn_taxcode | Tax Code | Store tax related information. Each tax code could contain multiple child tax codes, and in that case the tax rate will be determined by the total tax of all children. |
| msdyn_taxcodedetail | Tax Code Detail | In this entity you can link multiple tax codes together to form a group of tax codes to be charged for the customer to form the total tax. |
| msdyn_timeentry | Time Entry | Entity used for time entry. |
| msdyn_timegroup | Fulfillment Preference | Specify time groups consisting of multiple time windows to be used for scheduling, for example. |
| msdyn_timegroupdetail | Time Group Detail | Specify individual time windows under a time group. |
| msdyn_timeoffcalendar | Time Off Calendar | Relationship table for time off calendar entries. |
| msdyn_timeoffrequest | Time Off Request | Specify time resource time off request. |
| msdyn_transactionconnection | Transaction Connection | System entity used to establish connections between the cost, unbilled revenue, and billed revenue components of a transaction as they happen. |
| msdyn_transactionorigin | Transaction Origin | System entity used to record the source of a project cost or sales actual. |
| msdyn_userworkhistory | User Work History | Entity used to look up resources based on demonstrated skills. |
| msdyn_wallsavedqueryusersettings | Filter | Contains user personalization information regarding which of the administrator’s selected views to display on a user’s personal wall. |
| msdyn_warehouse | Warehouse | Warehouses where inventory products are stored and managed |
| msdyn_workhourtemplate | Work template | Template where resource working hours can be saved and reused. |
| msdyn_workorder | Work Order | Work orders store all information about the job performed for an account. Stores incident details, resource, expenses, tasks, communications, billing and more |
| msdyn_workordercharacteristic | Work Order Characteristic (Deprecated) | This entity is deprecated. |
| msdyn_workorderincident | Work Order Incident | Specify work order incidents reported to you by the client. These are also referred to as problem codes. |
| msdyn_workorderproduct | Work Order Product | In this entity you record all the products proposed and used for a work order |
| msdyn_workorderresourcerestriction | Resource Restriction (Deprecated) | This entity is deprecated. |
| msdyn_workorderservice | Work Order Service | Record all services proposed and performed for work order |
| msdyn_workorderservicetask | Work Order Service Task | Store service tasks that are to be performed for this work order |
| msdyn_workordersubstatus | Work Order Substatus | Specify custom work order substatuses, which can be used to specify the current work order status more precisely. |
| msdyn_workordertype | Work Order Type | Create different work order types to reflect the different types of work that your company offers. Work Order types are used to control various settings on a work order. |
| opportunity | Opportunity | Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion. |
| opportunityclose | Opportunity Close | Activity that is created automatically when an opportunity is closed, containing information such as the description of the closing and actual revenue. |
| orderclose | Order Close | Activity generated automatically when an order is closed. |
| personaldocumenttemplate | Personal Document Template | Used to store Personal Document Templates in database in binary format. |
| phonecall | Phone Call | Activity to track a telephone call. |
| processsession | Process Session | Information that is generated when a dialog is run. Every time that you run a dialog, a dialog session is created. |
| queue | Queue | A list of records that require action, such as accounts, activities, and cases. |
| quote | Quote | Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer. |
| quoteclose | Quote Close | Activity generated when a quote is closed. |
| ratingmodel | Rating Model | Represents a model to evaluate skills or other related entities. |
| ratingvalue | Rating Value | A unique value associated with a rating model that allows providing a user friendly rating value. |
| recurringappointmentmaster | Recurring Appointment | The Master appointment of a recurring appointment series. |
| report | Report | Data summary in an easy-to-read layout. |
| salesorder | Order | Quote that has been accepted. |
| serviceappointment | Service Activity | Activity offered by the organization to satisfy its customer's needs. Each service activity includes date, time, duration, and required resources. |
| sharepointdocumentlocation | Document Location | Document libraries or folders on a SharePoint server from where documents can be managed in Microsoft Dynamics 365. |
| sharepointsite | SharePoint Site | SharePoint site from where documents can be managed in Microsoft Dynamics 365. |
| sla | SLA | Contains information about the tracked service-level KPIs for cases that belong to different customers. |
| slakpiinstance | SLA KPI Instance | Service level agreement (SLA) key performance indicator (KPI) instance that is tracked for an individual case |
| socialactivity | Social Activity | For internal use only. |
| socialprofile | Social Profile | This entity is used to store social profile information of its associated account and contacts on different social channels. |
| task | Task | Generic activity representing work needed to be done. |
| template | Email Template | Template for an email message that contains the standard attributes of an email message. |
| userform | User Dashboard | User-owned dashboards. |
| userquery | Saved View | Saved database query that is owned by a user. |
| userqueryvisualization | User Chart | Chart attached to an entity. |
| workflow | Process | Set of logical rules that define the steps necessary to automate a specific business process, task, or set of actions to be performed. |