Conversation Step (msdyn_ConversationStep) table/entity reference (Microsoft Dynamics 365)

Tracks guided steps for CSR during shadow mode conversations.

Messages

The following table lists the messages for the Conversation Step (msdyn_ConversationStep) 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
`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_conversationsteps See Create	Create records
`CreateMultiple` Event: True	CreateMultiple	CreateMultipleRequest
`Delete` Event: True	`DELETE` /msdyn_conversationsteps(msdyn_conversationstepid) See Delete	Delete records
`DeleteMultiple` Event: True	DeleteMultiple	Learn to use messages with the SDK for .NET
`Disassociate` Event: True	Disassociate records	Disassociate records
`PurgeRetainedContent` Event: True	PurgeRetainedContent	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_conversationsteps(msdyn_conversationstepid) See Retrieve	Retrieve records
`RetrieveEntityChanges` Event: True		RetrieveEntityChangesRequest
`RetrieveMultiple` Event: True	`GET` /msdyn_conversationsteps See Query data	Query data
`RollbackRetain` Event: True	RollbackRetain	Learn to use messages with the SDK for .NET
`Update` Event: True	`PATCH` /msdyn_conversationsteps(msdyn_conversationstepid) See Update	Update records
`UpdateMultiple` Event: True	UpdateMultiple	UpdateMultipleRequest
`Upsert` Event: True	`PATCH` /msdyn_conversationsteps(msdyn_conversationstepid) See Upsert a table row	UpsertRequest
`UpsertMultiple` Event: True	UpsertMultiple	UpsertMultipleRequest
`ValidateRetentionConfig` Event: True	ValidateRetentionConfig	Learn to use messages with the SDK for .NET

Properties

The following table lists selected properties for the Conversation Step (msdyn_ConversationStep) table.

Property	Value
DisplayName	Conversation Step
DisplayCollectionName	Conversation Steps
SchemaName	`msdyn_ConversationStep`
CollectionSchemaName	`msdyn_ConversationSteps`
EntitySetName	`msdyn_conversationsteps`
LogicalName	`msdyn_conversationstep`
LogicalCollectionName	`msdyn_conversationsteps`
PrimaryIdAttribute	`msdyn_conversationstepid`
PrimaryNameAttribute	`msdyn_name`
TableType	`Elastic`
OwnershipType	`OrganizationOwned`

Writable columns/attributes

These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

ImportSequenceNumber
msdyn_Category
msdyn_ConversationId
msdyn_ConversationStepId
msdyn_Description
msdyn_Name
msdyn_Status
msdyn_StatusReason
msdyn_StepNumber
OverriddenCreatedOn
PartitionId
TTLInSeconds

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_Category

Property	Value
Description	Logical grouping: Verification, Identity, Resolution, Closure, Custom.
DisplayName	Category
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_category`
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	100

msdyn_ConversationId

Property	Value
Description	Reference to the conversation (LiveWorkItem).
DisplayName	Conversation
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_conversationid`
RequiredLevel	ApplicationRequired
Type	Lookup
Targets	msdyn_ocliveworkitem

msdyn_ConversationStepId

Property	Value
Description	Unique identifier for entity instances
DisplayName	Conversation Step ID
IsValidForForm	False
IsValidForRead	True
LogicalName	`msdyn_conversationstepid`
RequiredLevel	SystemRequired
Type	Uniqueidentifier

msdyn_Description

Property	Value
Description	Extended guidance text for the step. Immutable after creation.
DisplayName	Description
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_description`
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	4000

msdyn_Name

Property	Value
Description	Step display text. Immutable after creation.
DisplayName	Name
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_name`
RequiredLevel	ApplicationRequired
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	500

msdyn_Status

Property	Value
Description	Current tracking status of the step.
DisplayName	Status
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_status`
RequiredLevel	ApplicationRequired
Type	Picklist
DefaultFormValue	192350000
GlobalChoiceName	`msdyn_conversationstep_msdyn_status`

msdyn_Status Choices/Options

Value	Label
192350000	New
192350001	In Progress
192350002	Completed
192350004	Skipped

msdyn_StatusReason

Property	Value
Description	Reason for the status change.
DisplayName	Status Reason
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_statusreason`
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	1000

msdyn_StepNumber

Property	Value
Description	Ordinal position of the step (1-based, append-only).
DisplayName	Step Number
IsValidForForm	True
IsValidForRead	True
LogicalName	`msdyn_stepnumber`
RequiredLevel	ApplicationRequired
Type	Integer
MaxValue	2147483647
MinValue	1

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

PartitionId

Property	Value
Description	Logical partition id. A logical partition consists of a set of records with same partition id.
DisplayName	Partition Id
IsValidForForm	True
IsValidForRead	True
LogicalName	`partitionid`
RequiredLevel	None
Type	String
Format	Text
FormatName	Text
ImeMode	Auto
IsLocalizable	False
MaxLength	100

TTLInSeconds

Property	Value
Description	Time to live in seconds.
DisplayName	Time to live
IsValidForForm	True
IsValidForRead	True
LogicalName	`ttlinseconds`
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
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

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.

lk_msdyn_conversationstep_createdby
lk_msdyn_conversationstep_createdonbehalfby
lk_msdyn_conversationstep_modifiedby
lk_msdyn_conversationstep_modifiedonbehalfby
msdyn_ConversationStep_ConversationId_msdyn_ocliveworkitem

lk_msdyn_conversationstep_createdby

One-To-Many Relationship: systemuser lk_msdyn_conversationstep_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_conversationstep_createdonbehalfby

One-To-Many Relationship: systemuser lk_msdyn_conversationstep_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_conversationstep_modifiedby

One-To-Many Relationship: systemuser lk_msdyn_conversationstep_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_conversationstep_modifiedonbehalfby

One-To-Many Relationship: systemuser lk_msdyn_conversationstep_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_ConversationStep_ConversationId_msdyn_ocliveworkitem

One-To-Many Relationship: msdyn_ocliveworkitem msdyn_ConversationStep_ConversationId_msdyn_ocliveworkitem

Property	Value
ReferencedEntity	`msdyn_ocliveworkitem`
ReferencedAttribute	`activityid`
ReferencingAttribute	`msdyn_conversationid`
ReferencingEntityNavigationPropertyName	`msdyn_conversationid`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `NoCascade` Delete: `NoCascade` Merge: `NoCascade` Reparent: `NoCascade` RollupView: `NoCascade` Share: `NoCascade` Unshare: `NoCascade`

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Last updated on 2026-09-19