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msdyn_playbookinstance Entity Reference

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Actual instance of a playbook template once it is launched.

Added by: Playbook Solution

Messages

Message Web API Operation SDK Assembly
Assign PATCH [org URI]/api/data/v9.0/msdyn_playbookinstances(msdyn_playbookinstanceid)
Update ownerid property.		 AssignRequest
Create POST [org URI]/api/data/v9.0/msdyn_playbookinstances
See Create		 CreateRequest or
Create
Delete DELETE [org URI]/api/data/v9.0/msdyn_playbookinstances(msdyn_playbookinstanceid)
See Delete		 DeleteRequest or
Delete
GrantAccess GrantAccess Action GrantAccessRequest
IsValidStateTransition IsValidStateTransition Function IsValidStateTransitionRequest
ModifyAccess ModifyAccess Action ModifyAccessRequest
Retrieve GET [org URI]/api/data/v9.0/msdyn_playbookinstances(msdyn_playbookinstanceid)
See Retrieve		 RetrieveRequest or
Retrieve
RetrieveMultiple GET [org URI]/api/data/v9.0/msdyn_playbookinstances
See Query Data		 RetrieveMultipleRequest or
RetrieveMultiple
RetrievePrincipalAccess RetrievePrincipalAccess Function RetrievePrincipalAccessRequest
RetrieveSharedPrincipalsAndAccess RetrieveSharedPrincipalsAndAccess Function RetrieveSharedPrincipalsAndAccessRequest
RevokeAccess RevokeAccess Action RevokeAccessRequest
SetState PATCH [org URI]/api/data/v9.0/msdyn_playbookinstances(msdyn_playbookinstanceid)
Update statecode and statuscode properties.		 SetStateRequest
Update PATCH [org URI]/api/data/v9.0/msdyn_playbookinstances(msdyn_playbookinstanceid)
See Update		 UpdateRequest or
Update

Entity Properties

Property Value
CollectionSchemaName msdyn_playbookinstances
DisplayCollectionName Playbooks
DisplayName Playbook
EntitySetName msdyn_playbookinstances
IsBPFEntity False
LogicalCollectionName msdyn_playbookinstances
LogicalName msdyn_playbookinstance
OwnershipType UserOwned
PrimaryIdAttribute msdyn_playbookinstanceid
PrimaryNameAttribute msdyn_name
SchemaName msdyn_playbookinstance

Writable attributes

These 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
Format None
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName importsequencenumber
MaxValue 2147483647
MinValue -2147483648
RequiredLevel None
Type Integer

msdyn_activitiesassociated

Property Value
Description
DisplayName Total activities
Format None
IsValidForForm True
IsValidForRead True
IsValidForUpdate False
LogicalName msdyn_activitiesassociated
MaxValue 2147483647
MinValue -2147483648
RequiredLevel None
Type Integer

msdyn_activitiesclosed

Property Value
Description
DisplayName Completed activities
Format None
IsValidForForm True
IsValidForRead True
IsValidForUpdate False
LogicalName msdyn_activitiesclosed
MaxValue 2147483647
MinValue -2147483648
RequiredLevel None
Type Integer

msdyn_categoryid

Property Value
Description Select the playbook category for the playbook.
DisplayName Category
IsValidForForm True
IsValidForRead True
IsValidForUpdate False
LogicalName msdyn_categoryid
RequiredLevel None
Targets msdyn_playbookcategory
Type Lookup

msdyn_estimatedclose

Property Value
DateTimeBehavior UserLocal
Description Estimated close date for a playbook based on the estimated duration specified for the playbook template.
DisplayName Estimated close
Format DateOnly
IsValidForForm True
IsValidForRead True
IsValidForUpdate False
LogicalName msdyn_estimatedclose
RequiredLevel None
Type DateTime

msdyn_evaluateactivityclosure

Property Value
Description Internal Use Only
DisplayName Evaluate Activity Closure
IsValidForForm False
IsValidForRead True
LogicalName msdyn_evaluateactivityclosure
RequiredLevel None
Type Boolean

msdyn_evaluateactivityclosure Options

Value Label
1 true
0 false

DefaultValue: False

msdyn_name

Property Value
Description Type the name of the playbook.
DisplayName Name
FormatName Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName msdyn_name
MaxLength 100
RequiredLevel ApplicationRequired
Type String

msdyn_playbookinstanceId

Property Value
Description Unique identifier for entity instances
DisplayName Playbook
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName msdyn_playbookinstanceid
RequiredLevel SystemRequired
Type Uniqueidentifier

msdyn_playbooktemplateid

Property Value
Description Shows the unique ID of the playbook template associated with the playbook.
DisplayName Playbook Template
IsValidForForm True
IsValidForRead True
IsValidForUpdate False
LogicalName msdyn_playbooktemplateid
RequiredLevel ApplicationRequired
Targets msdyn_playbooktemplate
Type Lookup

msdyn_trackprogress

Property Value
Description Select whether or not to track the progress of the playbook by creating the activities under a playbook which is in turn linked to the record type the playbook applies to.
DisplayName Track progress
IsValidForForm True
IsValidForRead True
IsValidForUpdate False
LogicalName msdyn_trackprogress
RequiredLevel ApplicationRequired
Type Boolean

msdyn_trackprogress Options

Value Label
1 Yes
0 No

DefaultValue: True

OverriddenCreatedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time that the record was migrated.
DisplayName Record Created On
Format DateOnly
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName overriddencreatedon
RequiredLevel None
Type DateTime

OwnerId

Added by: Active Solution Solution

Property Value
Description Owner Id
DisplayName Owner
IsValidForForm True
IsValidForRead True
LogicalName ownerid
RequiredLevel SystemRequired
Targets systemuser,team
Type Owner

OwnerIdType

Added by: Active Solution Solution

Property Value
Description Owner Id Type
DisplayName
IsValidForForm False
IsValidForRead True
LogicalName owneridtype
RequiredLevel SystemRequired
Type EntityName

Regarding

Property Value
Description Shows the entity the playbook is launched for.
DisplayName Regarding
IsValidForForm True
IsValidForRead True
LogicalName regarding
RequiredLevel None
Targets invoice,lead,opportunity,quote,salesorder
Type Lookup

RegardingObjectTypeCode

Added by: Active Solution Solution

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

statecode

Property Value
Description Status of the Playbook
DisplayName Status
IsValidForCreate False
IsValidForForm True
IsValidForRead True
LogicalName statecode
RequiredLevel SystemRequired
Type State

statecode Options

Value Label DefaultStatus InvariantName
0 Active 1 Active
1 Completed 2 Completed

statuscode

Property Value
Description Playbook result
DisplayName Result
IsValidForForm True
IsValidForRead True
LogicalName statuscode
RequiredLevel None
Type Status

statuscode Options

Value Label State
1 In Progress 0
2 Successful 1
3 Not Successful 1
4 Partially Successful 1
5 Not Required 1
6 Not Tracked 1

TimeZoneRuleVersionNumber

Property Value
Description For internal use only.
DisplayName Time Zone Rule Version Number
Format None
IsValidForForm False
IsValidForRead True
LogicalName timezoneruleversionnumber
MaxValue 2147483647
MinValue -1
RequiredLevel None
Type Integer

UTCConversionTimeZoneCode

Property Value
Description Time zone code that was in use when the record was created.
DisplayName UTC Conversion Time Zone Code
Format None
IsValidForForm False
IsValidForRead True
LogicalName utcconversiontimezonecode
MaxValue 2147483647
MinValue -1
RequiredLevel None
Type Integer

Read-only attributes

These attributes return false for both IsValidForCreate or IsValidForUpdate. Listed by SchemaName.

CreatedBy

Added by: Active Solution Solution

Property Value
Description Unique identifier of the user who created the record.
DisplayName Created By
IsValidForForm True
IsValidForRead True
LogicalName createdby
RequiredLevel None
Targets systemuser
Type Lookup

CreatedByName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdbyname
MaxLength 100
RequiredLevel None
Type String

CreatedByYomiName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

CreatedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time when the playbook was started.
DisplayName Started On
Format DateAndTime
IsValidForForm True
IsValidForRead True
LogicalName createdon
RequiredLevel None
Type DateTime

CreatedOnBehalfBy

Added by: Active Solution Solution

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
Targets systemuser
Type Lookup

CreatedOnBehalfByName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdonbehalfbyname
MaxLength 100
RequiredLevel None
Type String

CreatedOnBehalfByYomiName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdonbehalfbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

ModifiedBy

Added by: Active Solution Solution

Property Value
Description Unique identifier of the user who modified the record.
DisplayName Modified By
IsValidForForm True
IsValidForRead True
LogicalName modifiedby
RequiredLevel None
Targets systemuser
Type Lookup

ModifiedByName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedbyname
MaxLength 100
RequiredLevel None
Type String

ModifiedByYomiName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

ModifiedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time when the record was modified.
DisplayName Modified On
Format DateAndTime
IsValidForForm True
IsValidForRead True
LogicalName modifiedon
RequiredLevel None
Type DateTime

ModifiedOnBehalfBy

Added by: Active Solution Solution

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
Targets systemuser
Type Lookup

ModifiedOnBehalfByName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedonbehalfbyname
MaxLength 100
RequiredLevel None
Type String

ModifiedOnBehalfByYomiName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedonbehalfbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

msdyn_categoryidName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName msdyn_categoryidname
MaxLength 100
RequiredLevel None
Type String

msdyn_playbooktemplateidName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName msdyn_playbooktemplateidname
MaxLength 100
RequiredLevel None
Type String

OwnerIdName

Added by: Active Solution Solution

Property Value
Description Name of the owner
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName owneridname
MaxLength 100
RequiredLevel SystemRequired
Type String

OwnerIdYomiName

Added by: Active Solution Solution

Property Value
Description Yomi name of the owner
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName owneridyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

OwningBusinessUnit

Added by: Active Solution Solution

Property Value
Description Unique identifier for the business unit that owns the record
DisplayName Owning Business Unit
IsValidForForm False
IsValidForRead True
LogicalName owningbusinessunit
RequiredLevel None
Targets businessunit
Type Lookup

OwningTeam

Added by: Active Solution Solution

Property Value
Description Unique identifier for the team that owns the record.
DisplayName Owning Team
IsValidForForm False
IsValidForRead True
LogicalName owningteam
RequiredLevel None
Targets team
Type Lookup

OwningUser

Added by: Active Solution Solution

Property Value
Description Unique identifier for the user that owns the record.
DisplayName Owning User
IsValidForForm False
IsValidForRead True
LogicalName owninguser
RequiredLevel None
Targets systemuser
Type Lookup

RegardingIdName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName regardingidname
MaxLength 4000
RequiredLevel None
Type String

RegardingYomiName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName regardingyominame
MaxLength 4000
RequiredLevel None
Type String

VersionNumber

Added by: Active Solution Solution

Property Value
Description Version Number
DisplayName Version Number
IsValidForForm False
IsValidForRead True
LogicalName versionnumber
MaxValue 9223372036854775807
MinValue -9223372036854775808
RequiredLevel None
Type BigInt

One-To-Many Relationships

Listed by SchemaName.

msdyn_playbookinstance_ActivityPointers

Added by: System Solution Solution

Same as activitypointer entity msdyn_playbookinstance_ActivityPointers Many-To-One relationship.

Property Value
ReferencingEntity activitypointer
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_ActivityPointers
AssociatedMenuConfiguration Behavior: UseCollectionName
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: RemoveLink
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_playbookinstance_SyncErrors

Added by: System Solution Solution

Same as syncerror entity msdyn_playbookinstance_SyncErrors Many-To-One relationship.

Property Value
ReferencingEntity syncerror
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_SyncErrors
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_playbookinstance_DuplicateMatchingRecord

Added by: System Solution Solution

Same as duplicaterecord entity msdyn_playbookinstance_DuplicateMatchingRecord Many-To-One relationship.

Property Value
ReferencingEntity duplicaterecord
ReferencingAttribute duplicaterecordid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_DuplicateMatchingRecord
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_playbookinstance_DuplicateBaseRecord

Added by: System Solution Solution

Same as duplicaterecord entity msdyn_playbookinstance_DuplicateBaseRecord Many-To-One relationship.

Property Value
ReferencingEntity duplicaterecord
ReferencingAttribute baserecordid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_DuplicateBaseRecord
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_playbookinstance_AsyncOperations

Added by: System Solution Solution

Same as asyncoperation entity msdyn_playbookinstance_AsyncOperations Many-To-One relationship.

Property Value
ReferencingEntity asyncoperation
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_AsyncOperations
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_playbookinstance_MailboxTrackingFolders

Added by: System Solution Solution

Same as mailboxtrackingfolder entity msdyn_playbookinstance_MailboxTrackingFolders Many-To-One relationship.

Property Value
ReferencingEntity mailboxtrackingfolder
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_MailboxTrackingFolders
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_playbookinstance_ProcessSession

Added by: System Solution Solution

Same as processsession entity msdyn_playbookinstance_ProcessSession Many-To-One relationship.

Property Value
ReferencingEntity processsession
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_ProcessSession
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: NoCascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_playbookinstance_BulkDeleteFailures

Added by: System Solution Solution

Same as bulkdeletefailure entity msdyn_playbookinstance_BulkDeleteFailures Many-To-One relationship.

Property Value
ReferencingEntity bulkdeletefailure
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_BulkDeleteFailures
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_playbookinstance_PrincipalObjectAttributeAccesses

Added by: System Solution Solution

Same as principalobjectattributeaccess entity msdyn_playbookinstance_PrincipalObjectAttributeAccesses Many-To-One relationship.

Property Value
ReferencingEntity principalobjectattributeaccess
ReferencingAttribute objectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_PrincipalObjectAttributeAccesses
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: NoCascade
Delete: Cascade
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

msdyn_playbookinstance_Appointments

Added by: System Solution Solution

Same as appointment entity msdyn_playbookinstance_Appointments Many-To-One relationship.

Property Value
ReferencingEntity appointment
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_Appointments
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

msdyn_playbookinstance_Emails

Added by: System Solution Solution

Same as email entity msdyn_playbookinstance_Emails Many-To-One relationship.

Property Value
ReferencingEntity email
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_Emails
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

msdyn_playbookinstance_Faxes

Added by: System Solution Solution

Same as fax entity msdyn_playbookinstance_Faxes Many-To-One relationship.

Property Value
ReferencingEntity fax
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_Faxes
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

msdyn_playbookinstance_Letters

Added by: System Solution Solution

Same as letter entity msdyn_playbookinstance_Letters Many-To-One relationship.

Property Value
ReferencingEntity letter
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_Letters
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

msdyn_playbookinstance_PhoneCalls

Added by: System Solution Solution

Same as phonecall entity msdyn_playbookinstance_PhoneCalls Many-To-One relationship.

Property Value
ReferencingEntity phonecall
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_PhoneCalls
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

msdyn_playbookinstance_Tasks

Added by: System Solution Solution

Same as task entity msdyn_playbookinstance_Tasks Many-To-One relationship.

Property Value
ReferencingEntity task
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_Tasks
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

msdyn_playbookinstance_RecurringAppointmentMasters

Added by: System Solution Solution

Same as recurringappointmentmaster entity msdyn_playbookinstance_RecurringAppointmentMasters Many-To-One relationship.

Property Value
ReferencingEntity recurringappointmentmaster
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_RecurringAppointmentMasters
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

msdyn_playbookinstance_SocialActivities

Added by: System Solution Solution

Same as socialactivity entity msdyn_playbookinstance_SocialActivities Many-To-One relationship.

Property Value
ReferencingEntity socialactivity
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_SocialActivities
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

msdyn_playbookinstance_Annotations

Added by: System Solution Solution

Same as annotation entity msdyn_playbookinstance_Annotations Many-To-One relationship.

Property Value
ReferencingEntity annotation
ReferencingAttribute objectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_Annotations
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

msdyn_playbookinstance_ServiceAppointments

Added by: Service Solution

Same as serviceappointment entity msdyn_playbookinstance_ServiceAppointments Many-To-One relationship.

Property Value
ReferencingEntity serviceappointment
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_ServiceAppointments
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

msdyn_playbookinstance_OpportunityCloses

Added by: Sales Solution

Same as opportunityclose entity msdyn_playbookinstance_OpportunityCloses Many-To-One relationship.

Property Value
ReferencingEntity opportunityclose
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_OpportunityCloses
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

msdyn_playbookinstance_OrderCloses

Added by: Sales Solution

Same as orderclose entity msdyn_playbookinstance_OrderCloses Many-To-One relationship.

Property Value
ReferencingEntity orderclose
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_OrderCloses
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

msdyn_playbookinstance_QuoteCloses

Added by: Sales Solution

Same as quoteclose entity msdyn_playbookinstance_QuoteCloses Many-To-One relationship.

Property Value
ReferencingEntity quoteclose
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_QuoteCloses
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

msdyn_playbookinstance_msdyn_bookingalerts

Added by: Active Solution Solution

Same as msdyn_bookingalert entity msdyn_playbookinstance_msdyn_bookingalerts Many-To-One relationship.

Property Value
ReferencingEntity msdyn_bookingalert
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_msdyn_bookingalerts
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

msdyn_playbookinstance_msdyn_approvals

Added by: Active Solution Solution

Same as msdyn_approval entity msdyn_playbookinstance_msdyn_approvals Many-To-One relationship.

Property Value
ReferencingEntity msdyn_approval
ReferencingAttribute regardingobjectid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_playbookinstance_msdyn_approvals
AssociatedMenuConfiguration Behavior: DoNotDisplay
Group: Details
Label:
Order:
CascadeConfiguration Assign: Cascade
Delete: Cascade
Merge: NoCascade
Reparent: Cascade
Share: Cascade
Unshare: Cascade

Many-To-One Relationships

Each Many-To-One relationship is defined by a corresponding One-To-Many relationship with the related entity. Listed by SchemaName.

lk_msdyn_playbookinstance_createdby

Added by: System Solution Solution

See systemuser Entity lk_msdyn_playbookinstance_createdby One-To-Many relationship.

lk_msdyn_playbookinstance_createdonbehalfby

Added by: System Solution Solution

See systemuser Entity lk_msdyn_playbookinstance_createdonbehalfby One-To-Many relationship.

lk_msdyn_playbookinstance_modifiedby

Added by: System Solution Solution

See systemuser Entity lk_msdyn_playbookinstance_modifiedby One-To-Many relationship.

lk_msdyn_playbookinstance_modifiedonbehalfby

Added by: System Solution Solution

See systemuser Entity lk_msdyn_playbookinstance_modifiedonbehalfby One-To-Many relationship.

user_msdyn_playbookinstance

Added by: System Solution Solution

See systemuser Entity user_msdyn_playbookinstance One-To-Many relationship.

team_msdyn_playbookinstance

Added by: System Solution Solution

See team Entity team_msdyn_playbookinstance One-To-Many relationship.

business_unit_msdyn_playbookinstance

Added by: System Solution Solution

See businessunit Entity business_unit_msdyn_playbookinstance One-To-Many relationship.

msdyn_playbooktemplate_msdyn_playbookinstance

See msdyn_playbooktemplate Entity msdyn_playbooktemplate_msdyn_playbookinstance One-To-Many relationship.

msdyn_playbookcategory_msdyn_playbookinstance

See msdyn_playbookcategory Entity msdyn_playbookcategory_msdyn_playbookinstance One-To-Many relationship.

msdyn_playbookinstance_opportunity

Added by: Sales Solution

See opportunity Entity msdyn_playbookinstance_opportunity One-To-Many relationship.

msdyn_playbookinstance_quote

Added by: Sales Solution

See quote Entity msdyn_playbookinstance_quote One-To-Many relationship.

msdyn_playbookinstance_salesorder

Added by: Sales Solution

See salesorder Entity msdyn_playbookinstance_salesorder One-To-Many relationship.

msdyn_playbookinstance_invoice

Added by: Sales Solution

See invoice Entity msdyn_playbookinstance_invoice One-To-Many relationship.

msdyn_playbookinstance_lead

Added by: Lead Management Solution

See lead Entity msdyn_playbookinstance_lead One-To-Many relationship.

See also

About the Entity Reference
Programming reference for Dynamics 365 Customer Engagement
Web API Reference
Microsoft.Dynamics.CRM.msdyn_playbookinstance