Use the Category table

Categorizing rows in Microsoft Dataverse helps you tag the rows so that you can easily search them. Use the Category table to create and manage a hierarchical structure of categories in Dataverse, and then associate rows to one or more categories.

A category can have multiple child categories, but a child category can have only one parent category. Deleting a parent Category row automatically deletes all its child rows and table associations. You define a parent category for a category using the Category.ParentCategoryId column.

Use the Category.SequenceNumber column to programmatically define the display order for categories in the hierarchy. When you a add a new category using the web client, it is automatically added after the last category in the hierarchy. You can also use the Category.CategoryNumber column to programmatically set or update a number for category to help you easily distinguish a group of categories. Category number can be set to any value programmatically, but is automatically set when you create a category using the web client based on the auto-numbering prefix specified by the administrator for categories in the web client (Settings > Administration > Auto-Numbering > Categories tab).

You can associate Category rows with system and custom table rows by using relationships and connections. A category row can be associated with different rows. For example, you can programmatically associate a Category row with an Account, Contact and Incident rows.