Task table/entity reference (Microsoft Dynamics 365)

Article
2025-02-08

Generic activity representing work needed to be done.

Note

The Microsoft Dynamics 365 Task table extends the Microsoft Dataverse Task table.

Writable columns/attributes

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

ServiceId

Property	Value
Description	Choose the service that is associated with this activity.
DisplayName	Service
IsValidForForm	False
IsValidForRead	True
LogicalName	`serviceid`
RequiredLevel	None
Type	Lookup
Targets	service

Customized columns/attributes

Microsoft Dynamics 365 modifies the definition of columns/attributes defined in other solutions. Listed by SchemaName.

RegardingObjectId

Changes from RegardingObjectId (Microsoft Dataverse)

Property	Value
Targets	bookableresourcebooking, bookableresourcebookingheader, bulkoperation, campaign, campaignactivity, contract, entitlement, entitlementtemplate, incident, invoice, lead, msdyn_customerasset, msdyn_playbookinstance, msdyn_postalbum, msdyn_salessuggestion, msdyn_swarm, opportunity, quote, salesorder, site

Many-to-One relationships

These relationships are many-to-one. Listed by SchemaName.

bookableresourcebooking_Tasks
bookableresourcebookingheader_Tasks
bulkoperation_Tasks
Campaign_Tasks
CampaignActivity_Tasks
Contract_Tasks
entitlement_Tasks
entitlementtemplate_Tasks
Incident_Tasks
Invoice_Tasks
Lead_Tasks
msdyn_customerasset_Tasks
msdyn_postalbum_Tasks
msdyn_salessuggestion_Tasks
msdyn_swarm_Tasks
Opportunity_Tasks
Quote_Tasks
SalesOrder_Tasks
service_tasks
site_Tasks

bookableresourcebooking_Tasks

One-To-Many Relationship: bookableresourcebooking bookableresourcebooking_Tasks

Property	Value
ReferencedEntity	`bookableresourcebooking`
ReferencedAttribute	`bookableresourcebookingid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_bookableresourcebooking_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

bookableresourcebookingheader_Tasks

One-To-Many Relationship: bookableresourcebookingheader bookableresourcebookingheader_Tasks

Property	Value
ReferencedEntity	`bookableresourcebookingheader`
ReferencedAttribute	`bookableresourcebookingheaderid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_bookableresourcebookingheader_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

bulkoperation_Tasks

One-To-Many Relationship: bulkoperation bulkoperation_Tasks

Property	Value
ReferencedEntity	`bulkoperation`
ReferencedAttribute	`activityid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_bulkoperation_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

Campaign_Tasks

One-To-Many Relationship: campaign Campaign_Tasks

Property	Value
ReferencedEntity	`campaign`
ReferencedAttribute	`campaignid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_campaign_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

CampaignActivity_Tasks

One-To-Many Relationship: campaignactivity CampaignActivity_Tasks

Property	Value
ReferencedEntity	`campaignactivity`
ReferencedAttribute	`activityid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_campaignactivity_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

Contract_Tasks

One-To-Many Relationship: contract Contract_Tasks

Property	Value
ReferencedEntity	`contract`
ReferencedAttribute	`contractid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_contract_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

entitlement_Tasks

One-To-Many Relationship: entitlement entitlement_Tasks

Property	Value
ReferencedEntity	`entitlement`
ReferencedAttribute	`entitlementid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_entitlement_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

entitlementtemplate_Tasks

One-To-Many Relationship: entitlementtemplate entitlementtemplate_Tasks

Property	Value
ReferencedEntity	`entitlementtemplate`
ReferencedAttribute	`entitlementtemplateid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_entitlementtemplate_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

Incident_Tasks

One-To-Many Relationship: incident Incident_Tasks

Property	Value
ReferencedEntity	`incident`
ReferencedAttribute	`incidentid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_incident_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `Cascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

Invoice_Tasks

One-To-Many Relationship: invoice Invoice_Tasks

Property	Value
ReferencedEntity	`invoice`
ReferencedAttribute	`invoiceid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_invoice_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

Lead_Tasks

One-To-Many Relationship: lead Lead_Tasks

Property	Value
ReferencedEntity	`lead`
ReferencedAttribute	`leadid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_lead_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `Cascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

msdyn_customerasset_Tasks

One-To-Many Relationship: msdyn_customerasset msdyn_customerasset_Tasks

Property	Value
ReferencedEntity	`msdyn_customerasset`
ReferencedAttribute	`msdyn_customerassetid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_msdyn_customerasset_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

msdyn_postalbum_Tasks

One-To-Many Relationship: msdyn_postalbum msdyn_postalbum_Tasks

Property	Value
ReferencedEntity	`msdyn_postalbum`
ReferencedAttribute	`msdyn_postalbumid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_msdyn_postalbum_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

msdyn_salessuggestion_Tasks

One-To-Many Relationship: msdyn_salessuggestion msdyn_salessuggestion_Tasks

Property	Value
ReferencedEntity	`msdyn_salessuggestion`
ReferencedAttribute	`msdyn_salessuggestionid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_msdyn_salessuggestion_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

msdyn_swarm_Tasks

One-To-Many Relationship: msdyn_swarm msdyn_swarm_Tasks

Property	Value
ReferencedEntity	`msdyn_swarm`
ReferencedAttribute	`msdyn_swarmid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_msdyn_swarm_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

Opportunity_Tasks

One-To-Many Relationship: opportunity Opportunity_Tasks

Property	Value
ReferencedEntity	`opportunity`
ReferencedAttribute	`opportunityid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_opportunity_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

Quote_Tasks

One-To-Many Relationship: quote Quote_Tasks

Property	Value
ReferencedEntity	`quote`
ReferencedAttribute	`quoteid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_quote_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

SalesOrder_Tasks

One-To-Many Relationship: salesorder SalesOrder_Tasks

Property	Value
ReferencedEntity	`salesorder`
ReferencedAttribute	`salesorderid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_salesorder_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `Cascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `Cascade` RollupView: `NoCascade` Share: `Cascade` Unshare: `Cascade`

service_tasks

One-To-Many Relationship: service service_tasks

Property	Value
ReferencedEntity	`service`
ReferencedAttribute	`serviceid`
ReferencingAttribute	`serviceid`
ReferencingEntityNavigationPropertyName	`serviceid_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `NoCascade` Delete: `Restrict` Merge: `NoCascade` Reparent: `NoCascade` RollupView: `NoCascade` Share: `NoCascade` Unshare: `NoCascade`

site_Tasks

One-To-Many Relationship: site site_Tasks

Property	Value
ReferencedEntity	`site`
ReferencedAttribute	`siteid`
ReferencingAttribute	`regardingobjectid`
ReferencingEntityNavigationPropertyName	`regardingobjectid_site_task`
IsHierarchical
CascadeConfiguration	Archive: `NoCascade` Assign: `NoCascade` Delete: `Cascade` Merge: `NoCascade` Reparent: `NoCascade` RollupView: `NoCascade` Share: `NoCascade` Unshare: `NoCascade`

One-to-Many relationships

These relationships are one-to-many. Listed by SchemaName.

msdyn_msdyn_conversationactionitem_task_msdyn_CreatedActivity
msdyn_msdyn_ocliveworkitem_task_msdyn_routableobjectid
msdyn_msdyn_salescopilotinsight_task_msdyn_activityid
msdyn_readtracker_poly_task
task_activitymonitor

msdyn_msdyn_conversationactionitem_task_msdyn_CreatedActivity

Many-To-One Relationship: msdyn_conversationactionitem msdyn_msdyn_conversationactionitem_task_msdyn_CreatedActivity

Property	Value
ReferencingEntity	`msdyn_conversationactionitem`
ReferencingAttribute	`msdyn_createdactivity`
ReferencedEntityNavigationPropertyName	`msdyn_msdyn_conversationactionitem_task_msdyn_createdactivity`
IsCustomizable	`False`
AssociatedMenuConfiguration	AvailableOffline: True Behavior: `UseCollectionName` Group: `Details` Label: MenuId: null Order: 10000 QueryApi: null ViewId: `00000000-0000-0000-0000-000000000000`

msdyn_msdyn_ocliveworkitem_task_msdyn_routableobjectid

Many-To-One Relationship: msdyn_ocliveworkitem msdyn_msdyn_ocliveworkitem_task_msdyn_routableobjectid

Property	Value
ReferencingEntity	`msdyn_ocliveworkitem`
ReferencingAttribute	`msdyn_routableobjectid`
ReferencedEntityNavigationPropertyName	`msdyn_task_msdyn_ocliveworkitem_msdyn_msdyn_routableobjectid`
IsCustomizable	`False`
AssociatedMenuConfiguration	AvailableOffline: True Behavior: `DoNotDisplay` Group: `Details` Label: MenuId: null Order: 10000 QueryApi: null ViewId: `00000000-0000-0000-0000-000000000000`

msdyn_msdyn_salescopilotinsight_task_msdyn_activityid

Many-To-One Relationship: msdyn_salescopilotinsight msdyn_msdyn_salescopilotinsight_task_msdyn_activityid

Property	Value
ReferencingEntity	`msdyn_salescopilotinsight`
ReferencingAttribute	`msdyn_activityid`
ReferencedEntityNavigationPropertyName	`msdyn_msdyn_salescopilotinsight_task_msdyn_activityid`
IsCustomizable	`False`
AssociatedMenuConfiguration	AvailableOffline: True Behavior: `DoNotDisplay` Group: `Details` Label: MenuId: null Order: 10000 QueryApi: null ViewId: `00000000-0000-0000-0000-000000000000`

msdyn_readtracker_poly_task

Many-To-One Relationship: msdyn_readtracker msdyn_readtracker_poly_task

Property	Value
ReferencingEntity	`msdyn_readtracker`
ReferencingAttribute	`msdyn_regardingobjectid`
ReferencedEntityNavigationPropertyName	`msdyn_readtracker_poly_task`
IsCustomizable	`False`
AssociatedMenuConfiguration	AvailableOffline: True Behavior: `UseCollectionName` Group: `Details` Label: MenuId: null Order: 10000 QueryApi: null ViewId: `00000000-0000-0000-0000-000000000000`

task_activitymonitor

Many-To-One Relationship: activitymonitor task_activitymonitor

Property	Value
ReferencingEntity	`activitymonitor`
ReferencingAttribute	`monitoredactivityitemid`
ReferencedEntityNavigationPropertyName	`task_activitymonitor`
IsCustomizable	`True`
AssociatedMenuConfiguration	AvailableOffline: True Behavior: `UseCollectionName` Group: `Service` Label: MenuId: null Order: 10 QueryApi: `CRMIncident.RollupRelatedByObject` ViewId: `00000000-0000-0000-00aa-000010003501`

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