GrantAccess Action
Grants a security principal (user, team, or organization) access to the specified record.
Parameters
Parameters allow for data to be passed to the action.
| Name | Type | Nullable | Unicode | Description |
|---|---|---|---|---|
|
Target
|
crmbaseentity | False | True | The entity that is the target of the request to grant access. |
|
PrincipalAccess
|
PrincipalAccess | True | True | The team or user that is granted access to the specified record. |
Entities
Use the GrantAccess action with these entity types:
| Name | Display name | Description |
|---|---|---|
| account | Account | Business that represents a customer or potential customer. The company that is billed in business transactions. |
| activityfileattachment | Activity File Attachment | Attachment entity with data stored in file type attribute |
| adx_invitation | Invitation | Send invitations to existing contacts or email addresses and assign them to web roles upon redemption. |
| adx_inviteredemption | Invite Redemption | Holds information about the redemption of an invite. |
| adx_portalcomment | Portal Comment | An activity which is used to share information between the user and the customer on the portal. |
| adx_setting | Setting | |
| aiplugin | AIPlugin | AIPlugins component |
| aipluginauth | AIPluginAuth | Entity to store AIPlugin Auth Information |
| aipluginconversationstarter | AI Plugin Conversation Starter | Conversation Starters for AI Plugins. |
| aipluginconversationstartermapping | AI Plugin Conversation Starter Mapping | AIPlugins component |
| aipluginexternalschema | AIPluginExternalSchema | AIPluginExternalSchemas component |
| aipluginexternalschemaproperty | AIPluginExternalSchemaProperty | AIPluginExternalSchemaProperties component |
| aiplugingovernance | AI Plugin Governance | |
| aiplugingovernanceext | AI Plugin Governance Extended | |
| aiplugininstance | AIPluginInstance | AI Plugin Instances Component |
| aipluginoperation | AIPluginOperation | AIPluginOperations component |
| aipluginoperationparameter | AIPluginOperationParameter | Parameter overrides for AI Operation |
| aipluginoperationresponsetemplate | AIPluginOperationResponseTemplate | Content for the AI Plugin Operation Response Template |
| aipluginusersetting | AIPluginUserSetting | |
| annotation | Note | Note that is attached to one or more objects, including other notes. |
| appointment | Appointment | Commitment representing a time interval with start/end times and duration. |
| bot | Copilot | Represents a copilot created in Copilot Studio. https://copilotstudio.microsoft.com/ |
| botcomponent | Copilot component | Holds key authoring components of a Copilot such a topics, entities, variables, etc. |
| botcomponentcollection | Copilot component collection | |
| canvasapp | Canvas App | An application built through a canvas-based editing experience. |
| card | Card | Card |
| category | Category | Entity for categorizing records to make it easier for your customers to find them on portals and through search. |
| chat | Teams chat | For internal use only. Entity which stores association data of Dynamics 365 records with Microsoft Teams chat |
| connection | Connection | Relationship between two entities. |
| connectioninstance | Connection Instance | |
| connectionreference | Connection Reference | |
| connector | Connector | Connector Entity to support Solutioning Integration |
| contact | Contact | Person with whom a business unit has a relationship, such as customer, supplier, and colleague. |
| conversationtranscript | ConversationTranscript | Contains the transcripts of conversations between participants such as customers, Virtual Agents or Human agents. |
| copilotglossaryterm | CopilotGlossaryTerm | CopilotGlossaryTerm Component |
| copilotsynonyms | CopilotSynonyms | CopilotSynonyms Component |
| credential | Credential | |
| customapi | Custom API | Entity that defines a custom API |
| datalakefolder | Data Lake Folder | A folder is a place to store data in Azure Data Lake. |
| desktopflowbinary | Desktop Flow Binary | |
| desktopflowmodule | Desktop Flow Module | |
| duplicaterule | Duplicate Detection Rule | Rule used to identify potential duplicates. |
| dvfilesearch | DVFileSearch | DVFileSearches Component |
| dvfilesearchattribute | DVFileSearchAttribute | |
| dvfilesearchentity | DVFileSearchEntity | DVFileSearchEntities component. |
| dvtablesearch | DVTableSearch | DVTableSearches component |
| dvtablesearchattribute | DVTableSearchAttribute | DVTableSearchAttribute component |
| dvtablesearchentity | DVTableSearchEntity | DVTableSearchEntities component |
| Activity that is delivered using email protocols. | ||
| emailserverprofile | Email Server Profile | Holds the Email Server Profiles of an organization |
| environmentvariabledefinition | Environment Variable Definition | Contains information about the settable variable: its type, default value, and etc. |
| environmentvariablevalue | Environment Variable Value | Holds the value for the associated EnvironmentVariableDefinition entity. |
| exportedexcel | Exported Excel | A Place holder entity to save excel file for each exportretaineddata custom api requests. |
| exportsolutionupload | ExportSolutionUpload | |
| fabricaiskill | Fabric AISkill | AISkills published from Fabric. |
| fax | Fax | Activity that tracks call outcome and number of pages for a fax and optionally stores an electronic copy of the document. |
| featurecontrolsetting | FeatureControlSetting | featurecontrolsetting |
| federatedknowledgeconfiguration | FederatedKnowledgeConfiguration | FederatedKnowledgeConfigurations component |
| federatedknowledgeentityconfiguration | FederatedKnowledgeEntityConfiguration | FederatedKnowledgeEntityConfigurations component |
| feedback | Feedback | Feedback and rating. |
| flowcapacityassignment | Flow Capacity Assignment | Capacity assignment for usage in Power Automate |
| flowcredentialapplication | Flow Credential Application | |
| flowevent | Flow Event | Entity to store the events that happen during usage of Power Automate. |
| flowmachine | Flow Machine | |
| flowmachinegroup | Flow Machine Group | |
| flowmachineimage | Flow Machine Image | |
| flowmachineimageversion | Flow Machine Image Version | |
| flowmachinenetwork | Flow Machine Network | |
| flowsession | Flow Session | Entity to store the information that is generated when a Power Automate Desktop flow runs. |
| fxexpression | FxExpression | |
| goal | Goal | Target objective for a user or a team for a specified time period. |
| goalrollupquery | Rollup Query | Query that is used to filter the results of the goal rollup. |
| import | Data Import | Status and ownership information for an import job. |
| importfile | Import Source File | File name of file used for import. |
| importmap | Data Map | Data map used in import. |
| keyvaultreference | Key Vault Reference | Contains data that refers to an Azure Key Vault containing credentials used to connect to secure web-hosted resources. |
| knowledgearticle | Knowledge Article | Organizational knowledge for internal and external use. |
| knowledgebaserecord | Knowledge Base Record | Metadata of knowledge base (KB) articles associated with Microsoft Dynamics 365 entities. |
| letter | Letter | Activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter. |
| mailbox | Mailbox | |
| mailmergetemplate | Mail Merge Template | Template for a mail merge document that contains the standard attributes of that document. |
| managedidentity | Managed Identity | Contains data to represent an Azure Active Directory Application used to connect to secure web-hosted resources. |
| msdyn_aibdataset | AI Builder Dataset | |
| msdyn_aibdatasetfile | AI Builder Dataset File | |
| msdyn_aibdatasetrecord | AI Builder Dataset Record | |
| msdyn_aibdatasetscontainer | AI Builder Datasets Container | |
| msdyn_aibfeedbackloop | AI Builder Feedback Loop | |
| msdyn_aibfile | AI Builder File | |
| msdyn_aibfileattacheddata | AI Builder File Attached Data | |
| msdyn_aievent | AI Event | |
| msdyn_aifptrainingdocument | AI Form Processing Document | |
| msdyn_aimodel | AI Model | |
| msdyn_aiodimage | AI Object Detection Image | |
| msdyn_aiodlabel | AI Object Detection Label | |
| msdyn_aiodtrainingboundingbox | AI Object Detection Bounding Box | |
| msdyn_aiodtrainingimage | AI Object Detection Image Mapping | |
| msdyn_aitemplate | AI Template | |
| msdyn_analysiscomponent | Analysis Component | |
| msdyn_analysisjob | Analysis Job | |
| msdyn_analysisoverride | Analysis Override | |
| msdyn_analysisresult | Analysis Result | |
| msdyn_analysisresultdetail | Analysis Result Detail | |
| msdyn_customcontrolextendedsettings | Custom Control Extended Setting | |
| msdyn_dataflow | Dataflow | |
| msdyn_dataflow_datalakefolder | Dataflow DatalakeFolder | |
| msdyn_dataflowconnectionreference | Dataflow Connection Reference | Intersecting table between Dataflow and Connection Reference |
| msdyn_dataflowrefreshhistory | DataflowRefreshHistory | |
| msdyn_dataflowtemplate | Dataflow Template | An entity to store information about dataflow templates |
| msdyn_dmsrequest | Data Movement Service Request | Table for Data Movement Service Requests |
| msdyn_dmsrequeststatus | Data Movement Service Request Status | Table for Data Movement Service Request Status |
| msdyn_dmssyncrequest | DMS Sync Request | An entity to save DMS sync requests. |
| msdyn_dmssyncstatus | DMS Sync Status | An entity to save DMS sync statuses. |
| msdyn_entitylinkchatconfiguration | Entity link chat configuration | |
| msdyn_entityrefreshhistory | EntityRefreshHistory | |
| msdyn_favoriteknowledgearticle | Favorite knowledge article | Entity for favorite knowledge articles |
| msdyn_federatedarticle | Knowledge Federated Article | |
| msdyn_fileupload | File Upload | |
| msdyn_flow_actionapprovalmodel | Action Approval Model | The action approval model data attached to an action approval. |
| msdyn_flow_approval | Approval | An approval. |
| msdyn_flow_approvalrequest | Approval Request | An individual request for approval. |
| msdyn_flow_approvalresponse | Approval Response | An individual response to an approval. |
| msdyn_flow_approvalstep | Approval Step | |
| msdyn_flow_awaitallactionapprovalmodel | Await All Action Approval Model | The await all action approval model data attached to an action approval. |
| msdyn_flow_awaitallapprovalmodel | Await All Approval Model | The await all approval model data attached to an approval. |
| msdyn_flow_basicapprovalmodel | Basic Approval Model Data | The basic approval model data attached to an approval. |
| msdyn_flow_flowapproval | Flow Approval | Microsoft Flow data attached to an approval. |
| msdyn_integratedsearchprovider | Integrated search provider | Ingest and search files, documents, or articles from data sources outside of your current Dynamics 365 organization with a unified ranking. |
| msdyn_kalanguagesetting | Knowledge article language setting | Allows you to select default language for knowledge authoring. |
| msdyn_kbattachment | Knowledge Article Attachment | |
| msdyn_kmfederatedsearchconfig | Search provider | |
| msdyn_knowledgearticleimage | Knowledge Article Image | |
| msdyn_knowledgearticletemplate | Knowledge Article Template | Organizational Knowledge Article Template for Internal and external creation of Knowledge Articles. |
| msdyn_knowledgeassetconfiguration | Knowledge Asset Configuration | Knowledge asset configurations for data sources configured in knowledge hub. |
| msdyn_knowledgeinteractioninsight | Knowledge Interaction Insight | Knowledge Interaction Insight |
| msdyn_knowledgemanagementsetting | Knowledge Management Setting | Setup knowledge management for your organization. |
| msdyn_knowledgepersonalfilter | Knowledge search personal filter config | Allows you to configure and manage personal filter settings. |
| msdyn_knowledgesearchfilter | Knowledge search filter | Allows you to configure and manage filter settings. |
| msdyn_knowledgesearchinsight | Knowledge Search Insight | Knowledge Search Insight |
| msdyn_mobileapp | Mobile App | Mobile App |
| msdyn_pmanalysishistory | PM Analysis History | |
| msdyn_pmbusinessruleautomationconfig | PM Business Rule Automation Config | |
| msdyn_pmcalendar | PM Calendar | |
| msdyn_pmcalendarversion | PM Calendar Version | |
| msdyn_pminferredtask | PM Inferred Task | |
| msdyn_pmprocessextendedmetadataversion | PM Process Extended Metadata Version | |
| msdyn_pmprocesstemplate | PM Process Template | |
| msdyn_pmprocessusersettings | PM Process User Settings | |
| msdyn_pmprocessversion | PM Process Version | |
| msdyn_pmrecording | PM Recording | |
| msdyn_pmsimulation | PM Simulation | |
| msdyn_pmtemplate | PM Template | |
| msdyn_pmview | PM View | |
| msdyn_richtextfile | Rich Text Attachment | Image or file attached to a rich text field |
| msdyn_salesforcestructuredobject | Salesforce Structured Object | Entity that represents the Salesforce Structured Object. |
| msdyn_salesforcestructuredqnaconfig | Salesforce Structured QnA Config | Entity that represents the Salesforce Structured QnA Config. |
| msdyn_schedule | Schedule | Generic refresh schedule |
| msdyn_serviceconfiguration | Service Configuration | |
| msdyn_slakpi | SLA KPI | |
| msdyn_solutionhealthrule | Solution Health Rule | |
| msdyn_solutionhealthruleargument | Solution Health Rule Argument | |
| msdyn_virtualtablecolumncandidate | Virtual Table Column Candidate | |
| msdynce_botcontent | BotContent | |
| mspcat_catalogsubmissionfiles | Catalog Submission Files | Files associated with the package that will be used as part of the submission to the catalog system. |
| mspcat_packagestore | Package Submission Store | Manages submissions to the Catalog and provisioning |
| personaldocumenttemplate | Personal Document Template | Used to store Personal Document Templates in database in binary format. |
| phonecall | Phone Call | Activity to track a telephone call. |
| plannerbusinessscenario | Planner Business Scenario | For internal use only. The Business Scenario record to be created in Planner. |
| plannersyncaction | Planner Sync Action | The Planner Sync Action to be executed. |
| powerbidataset | Power BI Dataset | |
| powerbidatasetapdx | powerbidatasetapdx | PowerBI Dataset appendix entity - for unmanaged technical attributes |
| powerbimashupparameter | Power BI Mashup Parameter | |
| powerbireport | Power BI Report | |
| powerbireportapdx | powerbireportapdx | PowerBI Report appendix entity for unmanaged technical attributes |
| powerfxrule | PowerfxRule | |
| powerpagecomponent | Site Component | |
| powerpagesite | Site | |
| powerpagesitelanguage | Site Language | |
| powerpagesitepublished | Power Pages Site Published | |
| powerpagesscanreport | Power Pages Scan Report | Power Pages Scan Report |
| privilegecheckerrun | Privilege Checker Run | Entity to keep track of privilege checker tool runs. Parent entity of privilege checker log. |
| processsession | Process Session | Information that is generated when a dialog is run. Every time that you run a dialog, a dialog session is created. |
| processstageparameter | ProcessStageParameter | |
| queue | Queue | A list of records that require action, such as accounts, activities, and cases. |
| recurringappointmentmaster | Recurring Appointment | The Master appointment of a recurring appointment series. |
| report | Report | Data summary in an easy-to-read layout. |
| retaineddataexcel | RetainedData Excel | A Place holder entity to save excel file for each exportretaineddata custom api requests. |
| retentionconfig | RetentionConfig | Holds retention policies for a table. |
| retentionfailuredetail | RetentionFailureDetail | Retention failure details. |
| retentionoperation | RetentionOperation | Retention policy execution details. |
| sharepointdocumentlocation | Document Location | Document libraries or folders on a SharePoint server from where documents can be managed in Microsoft Dynamics 365. |
| sharepointsite | SharePoint Site | SharePoint site from where documents can be managed in Microsoft Dynamics 365. |
| sideloadedaiplugin | SideloadedAIPlugin | Sideloaded AIPlugins metadata. |
| sla | SLA | Contains information about the tracked service-level KPIs for cases that belong to different customers. |
| slakpiinstance | SLA KPI Instance | Service level agreement (SLA) key performance indicator (KPI) instance that is tracked for an individual case |
| socialactivity | Social Activity | For internal use only. |
| socialprofile | Social Profile | This entity is used to store social profile information of its associated account and contacts on different social channels. |
| solutioncomponentbatchconfiguration | Solution Component Batch Configuration | |
| stagesolutionupload | StageSolutionUpload | |
| synapsedatabase | Synapse Database | This entity represents an external Synapse database and its associated datalake folder link. |
| task | Task | Generic activity representing work needed to be done. |
| template | Email Template | Template for an email message that contains the standard attributes of an email message. |
| userform | User Dashboard | User-owned dashboards. |
| userquery | Saved View | Saved database query that is owned by a user. |
| userqueryvisualization | User Chart | Chart attached to an entity. |
| workflow | Process | Set of logical rules that define the steps necessary to automate a specific business process, task, or set of actions to be performed. |
| workflowbinary | Workflow Binary | |
| workqueue | Work Queue | |
| workqueueitem | Work Queue Item |