msdyn_playbooktemplate EntityType

As developer, use this reference information to understand the msdyn_playbooktemplate EntityType and its properties.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise
More information: Dynamics 365 Sales pricing
Security roles System customizer
More information: Predefined security roles for Sales

Entity details

Playbook templates contain the definition of the playbook, which helps to standardize a set of best practices or next best actions. For internal use only.

Entity set path: [organizationURI]/api/data/v9.1/msdyn_playbooktemplates
Display name: Playbook template
Primary key: msdyn_playbooktemplateid
Operations supported: Create, retrieve, update, and delete

Properties

Properties represent fields of data stored in the entity. Some properties are read-only.

Name Display name Type Description
createdby Created By Edm.Guid Unique identifier of the user who created the record.
createdon Created On Edm.DateTimeOffset Date and time the record was created.
createdonbehalfby CreatedOnBehalfBy Edm.Guid Unique identifier of the delegate user who created the record.
importsequencenumber Import Sequence Number Edm.Int32 Sequence number of the import that created this record.
modifiedby Modified By Edm.Guid Unique identifier of the user who modified the record.
modifiedon Modified On Edm.DateTimeOffset Date and time the record was modified.
modifiedonbehalfby Modified On Behalf By Edm.Guid Unique identifier of the delegate user who modified the record.
msdyn_categoryid Category Edm.Guid Shows the unique ID of the playbook category associated with the playbook template.
msdyn_description Description Edm.String Type additional information to describe the playbook template.
msdyn_estimatedduration Estimated duration (days) Edm.Int32 Enter the estimated duration in days to indicate the time it might take to complete the playbook template once launched.
msdyn_fullentitylist Entities enabled for playbook Edm.String For internal use only.
msdyn_name Name Edm.String Type the name of the playbook template.
msdyn_playbooktemplateid Playbook template Edm.Guid Shows the unique ID of the playbook template.
msdyn_relatedentitylist Entities to which a playbook applies Edm.String For internal use only.
msdyn_trackprogress Track progress Edm.Boolean Select whether or not to track the progress of the playbook by creating activities under a playbook, which in turn are related to the record type the playbook applies to.
overriddencreatedon Record Created On Edm.DateTimeOffset Date and time that the record was migrated.
owner Owner Edm.Guid Owner ID.
owningbusinessunit Owning Business Unit Edm.Guid Unique identifier for the business unit that owns the record.
owningteam Owning Team Edm.Guid Unique identifier for the team that owns the record.
owninguser Owning User Edm.Guid Unique identifier for the user who owns the record.
statecode Status Edm.Int32 Status of the forecast definition.
statuscode Status reason Edm.Int32 Reason for the status of the forecast definition.
timezoneruleversionnumber Time Zone Rule Version Number Edm.Int32 For internal use only.
utcconversiontimezonecode UTC Conversion Time Zone Code Edm.Int32 Time zone code that was in use when the record was created.
versionnumber Version Number Edm.Int64 Version number.

See also

Entity reference for playbooks