PSA version referenced: 3.11
Figuring out Primary Keys, Primary Fields and option set values in Dynamics 365 Project Service Automation sometimes takes a bit of time and effort. While there are some sources out these such as the Web API Reference and the Entity Reference, it makes life easier to have all relevant PSA entities and option sets easily available from a single source. This post will list all Primary Key + Primary Field pairs and option sets for PSA, excluding Business Process Flows and deprecated entities. I’ve used the Web API Reference as a source of PSA entities. If you’re not familiar with what Primary Keys and Primary Fields are, see the following two posts:
Understanding CRM Metadata: PrimaryKey and PrimaryField
Tip #1176: Handling the Primary Field
While the tables on this post are enabled for search and horizontal scrolling, using the original Excel files I’ve created may be easier and more convenient. They can be downloaded from the links below:
Primary Key + Primary Field pairs
PSA’s option sets
The Primary Key + Primary Field pairs are in the table below. A table with PSA’s option sets is found here.
PSA Primary Keys and Primary Fields
Entity Display Name | Entity Logical Name | Logical Name | Schema Name | Display Name | Attribute Type |
---|---|---|---|---|---|
Account | account | accountid | AccountId | Account | Uniqueidentifier |
Account | account | name | Name | Account Name | String |
Account Project Price List | msdyn_accountpricelist | msdyn_accountpricelistid | msdyn_accountpricelistId | Account Price List | Uniqueidentifier |
Account Project Price List | msdyn_accountpricelist | msdyn_description | msdyn_description | Description | String |
Actual | msdyn_actual | msdyn_actualid | msdyn_actualId | Actual | Uniqueidentifier |
Actual | msdyn_actual | msdyn_description | msdyn_description | Description | String |
Batch Job | msdyn_batchjob | msdyn_batchjobid | msdyn_batchjobId | Batch Job | Uniqueidentifier |
Batch Job | msdyn_batchjob | msdyn_name | msdyn_name | Name | String |
Bookable Resource | bookableresource | bookableresourceid | BookableResourceId | Bookable Resource | Uniqueidentifier |
Bookable Resource | bookableresource | name | Name | Name | String |
Bookable Resource Booking | bookableresourcebooking | bookableresourcebookingid | BookableResourceBookingId | Bookable Resource Booking | Uniqueidentifier |
Bookable Resource Booking | bookableresourcebooking | name | Name | Name | String |
Bookable Resource Booking Header | bookableresourcebookingheader | bookableresourcebookingheaderid | BookableResourceBookingHeaderId | Bookable Resource Booking Header | Uniqueidentifier |
Bookable Resource Booking Header | bookableresourcebookingheader | name | Name | Name | String |
Bookable Resource Category | bookableresourcecategory | bookableresourcecategoryid | BookableResourceCategoryId | Resource Category | Uniqueidentifier |
Bookable Resource Category | bookableresourcecategory | name | Name | Name | String |
Bookable Resource Category Assn | bookableresourcecategoryassn | bookableresourcecategoryassnid | BookableResourceCategoryAssnId | Resource Category Assn | Uniqueidentifier |
Bookable Resource Category Assn | bookableresourcecategoryassn | name | Name | Name | String |
Bookable Resource Characteristic | bookableresourcecharacteristic | bookableresourcecharacteristicid | BookableResourceCharacteristicId | Bookable Resource Characteristic | Uniqueidentifier |
Bookable Resource Characteristic | bookableresourcecharacteristic | name | Name | Name | String |
Booking Status | bookingstatus | bookingstatusid | BookingStatusId | Booking Status | Uniqueidentifier |
Booking Status | bookingstatus | name | Name | Name | String |
Characteristic | characteristic | characteristicid | CharacteristicId | Characteristic | Uniqueidentifier |
Characteristic | characteristic | name | Name | Name | String |
Contact | contact | contactid | ContactId | Contact | Uniqueidentifier |
Contact | contact | fullname | FullName | Full Name | String |
Contact Price List | msdyn_contactpricelist | msdyn_contactpricelistid | msdyn_contactpricelistId | Contact Price List | Uniqueidentifier |
Contact Price List | msdyn_contactpricelist | msdyn_description | msdyn_description | Description | String |
Delegation | msdyn_delegation | msdyn_delegationid | msdyn_delegationId | Delegation | Uniqueidentifier |
Delegation | msdyn_delegation | msdyn_name | msdyn_name | Name | String |
Estimate | msdyn_estimate | msdyn_estimateid | msdyn_estimateId | Estimate | Uniqueidentifier |
Estimate | msdyn_estimate | msdyn_description | msdyn_description | Description | String |
Estimate Line | msdyn_estimateline | msdyn_estimatelineid | msdyn_estimatelineId | Estimate Line | Uniqueidentifier |
Estimate Line | msdyn_estimateline | msdyn_description | msdyn_description | Description | String |
Expense | msdyn_expense | msdyn_expenseid | msdyn_expenseId | Expense | Uniqueidentifier |
Expense | msdyn_expense | msdyn_name | msdyn_name | Expense Purpose | String |
Expense Category | msdyn_expensecategory | msdyn_expensecategoryid | msdyn_expensecategoryId | Expense Category | Uniqueidentifier |
Expense Category | msdyn_expensecategory | msdyn_name | msdyn_name | Name | String |
Expense Receipt | msdyn_expensereceipt | msdyn_expensereceiptid | msdyn_expensereceiptId | Expense Receipt | Uniqueidentifier |
Expense Receipt | msdyn_expensereceipt | msdyn_description | msdyn_description | Description | String |
Fact | msdyn_fact | msdyn_factid | msdyn_factId | Fact | Uniqueidentifier |
Fact | msdyn_fact | msdyn_name | msdyn_name | Name | String |
Field Computation | msdyn_fieldcomputation | msdyn_fieldcomputationid | msdyn_fieldcomputationId | Field Computation | Uniqueidentifier |
Field Computation | msdyn_fieldcomputation | msdyn_name | msdyn_name | Name | String |
Integration Job | msdyn_integrationjob | msdyn_integrationjobid | msdyn_integrationjobId | Integration Job | Uniqueidentifier |
Integration Job | msdyn_integrationjob | msdyn_name | msdyn_name | Name | String |
Integration Job Detail | msdyn_integrationjobdetail | msdyn_integrationjobdetailid | msdyn_integrationjobdetailId | Integration Job Detail | Uniqueidentifier |
Integration Job Detail | msdyn_integrationjobdetail | msdyn_name | msdyn_name | Name | String |
Invoice | invoice | invoiceid | InvoiceId | Invoice | Uniqueidentifier |
Invoice | invoice | name | Name | Name | String |
Invoice Frequency | msdyn_invoicefrequency | msdyn_invoicefrequencyid | msdyn_invoicefrequencyId | Invoice Frequency | Uniqueidentifier |
Invoice Frequency | msdyn_invoicefrequency | msdyn_name | msdyn_name | Name | String |
Invoice Frequency Detail | msdyn_invoicefrequencydetail | msdyn_invoicefrequencydetailid | msdyn_invoicefrequencydetailId | Invoice Frequency Detail | Uniqueidentifier |
Invoice Frequency Detail | msdyn_invoicefrequencydetail | msdyn_name | msdyn_name | Name | String |
Invoice Line | invoicedetail | invoicedetailid | InvoiceDetailId | Invoice Product | Uniqueidentifier |
Invoice Line | invoicedetail | invoicedetailname | InvoiceDetailName | Name | String |
Invoice Line Detail | msdyn_invoicelinetransaction | msdyn_invoicelinetransactionid | msdyn_invoicelinetransactionId | Invoice Line Detail | Uniqueidentifier |
Invoice Line Detail | msdyn_invoicelinetransaction | msdyn_description | msdyn_description | Description | String |
Journal | msdyn_journal | msdyn_journalid | msdyn_journalId | Journal | Uniqueidentifier |
Journal | msdyn_journal | msdyn_description | msdyn_description | Description | String |
Journal Line | msdyn_journalline | msdyn_journallineid | msdyn_journallineId | Journal Line | Uniqueidentifier |
Journal Line | msdyn_journalline | msdyn_description | msdyn_description | Description | String |
Lead | lead | leadid | LeadId | Lead | Uniqueidentifier |
Lead | lead | fullname | FullName | Name | String |
Opportunity | opportunity | opportunityid | OpportunityId | Opportunity | Uniqueidentifier |
Opportunity | opportunity | name | Name | Topic | String |
Opportunity Line | opportunityproduct | opportunityproductid | OpportunityProductId | Opportunity Product | Uniqueidentifier |
Opportunity Line | opportunityproduct | opportunityproductname | OpportunityProductName | Name | String |
Opportunity Project Price List | msdyn_opportunitypricelist | msdyn_opportunitypricelistid | msdyn_opportunitypricelistId | Opportunity Price List | Uniqueidentifier |
Opportunity Project Price List | msdyn_opportunitypricelist | msdyn_description | msdyn_description | Description | String |
Order | salesorder | salesorderid | SalesOrderId | Order | Uniqueidentifier |
Order | salesorder | name | Name | Name | String |
Order Line | salesorderdetail | salesorderdetailid | SalesOrderDetailId | Order Product | Uniqueidentifier |
Order Line | salesorderdetail | salesorderdetailname | SalesOrderDetailName | Name | String |
Organizational Unit | msdyn_organizationalunit | msdyn_organizationalunitid | msdyn_organizationalunitId | Organizational Unit | Uniqueidentifier |
Organizational Unit | msdyn_organizationalunit | msdyn_name | msdyn_name | Name | String |
Post Configuration | msdyn_postconfig | msdyn_postconfigid | msdyn_PostConfigId | Post Configuration | Uniqueidentifier |
Post Configuration | msdyn_postconfig | msdyn_entitydisplayname | msdyn_EntityDisplayName | Entity Display Name | String |
Post Rule Configuration | msdyn_postruleconfig | msdyn_postruleconfigid | msdyn_PostRuleConfigId | Post Rule Configuration Id | Uniqueidentifier |
Post Rule Configuration | msdyn_postruleconfig | msdyn_name | msdyn_name | Name | String |
Price List | pricelevel | pricelevelid | PriceLevelId | Price List | Uniqueidentifier |
Price List | pricelevel | name | Name | Name | String |
Process Notes | msdyn_processnotes | msdyn_processnotesid | msdyn_processnotesId | Process Notes | Uniqueidentifier |
Process Notes | msdyn_processnotes | msdyn_name | msdyn_name | Name | String |
Product | product | productid | ProductId | Product | Uniqueidentifier |
Product | product | name | Name | Name | String |
Project | msdyn_project | msdyn_projectid | msdyn_projectId | Project | Uniqueidentifier |
Project | msdyn_project | msdyn_subject | msdyn_subject | Name | String |
Project Approval | msdyn_projectapproval | msdyn_projectapprovalid | msdyn_projectapprovalId | ApprovalsTable | Uniqueidentifier |
Project Approval | msdyn_projectapproval | msdyn_name | msdyn_name | Name | String |
Project Contract Line Detail | msdyn_orderlinetransaction | msdyn_orderlinetransactionid | msdyn_orderlinetransactionId | Project contract line estimate | Uniqueidentifier |
Project Contract Line Detail | msdyn_orderlinetransaction | msdyn_description | msdyn_description | Description | String |
Project Contract Line Invoice Schedule | msdyn_contractlineinvoiceschedule | msdyn_contractlineinvoicescheduleid | msdyn_contractlineinvoicescheduleId | Project Contract Line Invoice Schedule | Uniqueidentifier |
Project Contract Line Invoice Schedule | msdyn_contractlineinvoiceschedule | msdyn_name | msdyn_name | Name | String |
Project Contract Line Milestone | msdyn_contractlinescheduleofvalue | msdyn_contractlinescheduleofvalueid | msdyn_contractlinescheduleofvalueId | Project Contract Line Milestone | Uniqueidentifier |
Project Contract Line Milestone | msdyn_contractlinescheduleofvalue | msdyn_name | msdyn_name | Milestone Name | String |
Project Contract Line Resource Category | msdyn_orderlineresourcecategory | msdyn_orderlineresourcecategoryid | msdyn_orderlineresourcecategoryId | Project Contract Line Resource Category | Uniqueidentifier |
Project Contract Line Resource Category | msdyn_orderlineresourcecategory | msdyn_description | msdyn_description | Description | String |
Project Contract Line Transaction Category | msdyn_orderlinetransactioncategory | msdyn_orderlinetransactioncategoryid | msdyn_orderlinetransactioncategoryId | Project Contract Line Transaction Category | Uniqueidentifier |
Project Contract Line Transaction Category | msdyn_orderlinetransactioncategory | msdyn_description | msdyn_description | Description | String |
Project Contract Line Transaction Classification | msdyn_orderlinetransactionclassification | msdyn_orderlinetransactionclassificationid | msdyn_orderlinetransactionclassificationId | Project Contract Line Transaction Classification | Uniqueidentifier |
Project Contract Line Transaction Classification | msdyn_orderlinetransactionclassification | msdyn_description | msdyn_description | Description | String |
Project Contract Project Price List | msdyn_orderpricelist | msdyn_orderpricelistid | msdyn_orderpricelistId | Project Contract Price List | Uniqueidentifier |
Project Contract Project Price List | msdyn_orderpricelist | msdyn_description | msdyn_description | Description | String |
Project Parameter | msdyn_projectparameter | msdyn_projectparameterid | msdyn_projectparameterId | Project Parameter | Uniqueidentifier |
Project Parameter | msdyn_projectparameter | msdyn_description | msdyn_description | Description | String |
Project Parameter Price List | msdyn_projectparameterpricelist | msdyn_projectparameterpricelistid | msdyn_projectparameterpricelistId | Project Parameter Price List | Uniqueidentifier |
Project Parameter Price List | msdyn_projectparameterpricelist | msdyn_description | msdyn_description | Description | String |
Project Price List | msdyn_projectpricelist | msdyn_projectpricelistid | msdyn_projectpricelistId | Project Price List | Uniqueidentifier |
Project Price List | msdyn_projectpricelist | msdyn_description | msdyn_description | Description | String |
Project Service Approval | msdyn_approval | activityid | ActivityId | Activity | Uniqueidentifier |
Project Service Approval | msdyn_approval | subject | Subject | Subject | String |
Project Task | msdyn_projecttask | msdyn_projecttaskid | msdyn_projecttaskId | Project task | Uniqueidentifier |
Project Task | msdyn_projecttask | msdyn_subject | msdyn_subject | Project Task Name | String |
Project Task Dependency | msdyn_projecttaskdependency | msdyn_projecttaskdependencyid | msdyn_projecttaskdependencyId | Project Task Dependency | Uniqueidentifier |
Project Task Dependency | msdyn_projecttaskdependency | msdyn_description | msdyn_description | Description | String |
Project Task Status User | msdyn_projecttaskstatususer | msdyn_projecttaskstatususerid | msdyn_projecttaskstatususerId | Project Task Status User | Uniqueidentifier |
Project Task Status User | msdyn_projecttaskstatususer | msdyn_name | msdyn_name | Name | String |
Project Team Member | msdyn_projectteam | msdyn_projectteamid | msdyn_projectteamId | Project Team | Uniqueidentifier |
Project Team Member | msdyn_projectteam | msdyn_name | msdyn_name | Position Name | String |
Quote | quote | quoteid | QuoteId | Quote | Uniqueidentifier |
Quote | quote | name | Name | Name | String |
Quote Line | quotedetail | quotedetailid | QuoteDetailId | Quote Product | Uniqueidentifier |
Quote Line | quotedetail | quotedetailname | QuoteDetailName | Name | String |
Quote Line Analytics Breakdown | msdyn_quotelineanalyticsbreakdown | msdyn_quotelineanalyticsbreakdownid | msdyn_quotelineanalyticsbreakdownId | Quote Line Analytics Breakdown | Uniqueidentifier |
Quote Line Analytics Breakdown | msdyn_quotelineanalyticsbreakdown | msdyn_name | msdyn_name | Name | String |
Quote Line Detail | msdyn_quotelinetransaction | msdyn_quotelinetransactionid | msdyn_quotelinetransactionId | Quote Line Detail | Uniqueidentifier |
Quote Line Detail | msdyn_quotelinetransaction | msdyn_description | msdyn_description | Description | String |
Quote Line Invoice Schedule | msdyn_quotelineinvoiceschedule | msdyn_quotelineinvoicescheduleid | msdyn_quotelineinvoicescheduleId | Quote Line Invoice Schedule | Uniqueidentifier |
Quote Line Invoice Schedule | msdyn_quotelineinvoiceschedule | msdyn_name | msdyn_name | Name | String |
Quote Line Milestone | msdyn_quotelinescheduleofvalue | msdyn_quotelinescheduleofvalueid | msdyn_quotelinescheduleofvalueId | Quote Line Schedule Of Value | Uniqueidentifier |
Quote Line Milestone | msdyn_quotelinescheduleofvalue | msdyn_name | msdyn_name | Name | String |
Quote Line Resource Category | msdyn_quotelineresourcecategory | msdyn_quotelineresourcecategoryid | msdyn_quotelineresourcecategoryId | Quote Line Resource Category | Uniqueidentifier |
Quote Line Resource Category | msdyn_quotelineresourcecategory | msdyn_description | msdyn_description | Description | String |
Quote Line Transaction Category | msdyn_quotelinetransactioncategory | msdyn_quotelinetransactioncategoryid | msdyn_quotelinetransactioncategoryId | Quote Line Transaction Category | Uniqueidentifier |
Quote Line Transaction Category | msdyn_quotelinetransactioncategory | msdyn_description | msdyn_description | Description | String |
Quote Line Transaction Classification | msdyn_quotelinetransactionclassification | msdyn_quotelinetransactionclassificationid | msdyn_quotelinetransactionclassificationId | Quote Line Transaction Classification | Uniqueidentifier |
Quote Line Transaction Classification | msdyn_quotelinetransactionclassification | msdyn_description | msdyn_description | Description | String |
Quote Project Price List | msdyn_quotepricelist | msdyn_quotepricelistid | msdyn_quotepricelistId | Quote Price List | Uniqueidentifier |
Quote Project Price List | msdyn_quotepricelist | msdyn_description | msdyn_description | Description | String |
Rating Model | ratingmodel | ratingmodelid | RatingModelId | Rating Model | Uniqueidentifier |
Rating Model | ratingmodel | name | Name | Name | String |
Rating Value | ratingvalue | ratingvalueid | RatingValueId | Rating Value | Uniqueidentifier |
Rating Value | ratingvalue | name | Name | Name | String |
Requirement Resource Category | msdyn_requirementresourcecategory | msdyn_requirementresourcecategoryid | msdyn_requirementresourcecategoryId | Requirement Resource Category | Uniqueidentifier |
Requirement Resource Category | msdyn_requirementresourcecategory | msdyn_name | msdyn_name | Name | String |
Resource Assignment | msdyn_resourceassignment | msdyn_resourceassignmentid | msdyn_resourceassignmentId | Resource Assignment | Uniqueidentifier |
Resource Assignment | msdyn_resourceassignment | msdyn_name | msdyn_name | Name | String |
Resource Request | msdyn_resourcerequest | msdyn_resourcerequestid | msdyn_resourcerequestId | Resource Request | Uniqueidentifier |
Resource Request | msdyn_resourcerequest | msdyn_name | msdyn_name | Entity Name | String |
Resource Requirement | msdyn_resourcerequirement | msdyn_resourcerequirementid | msdyn_resourcerequirementId | Resource Requirement | Uniqueidentifier |
Resource Requirement | msdyn_resourcerequirement | msdyn_name | msdyn_name | Name | String |
Resource Requirement Detail | msdyn_resourcerequirementdetail | msdyn_resourcerequirementdetailid | msdyn_resourcerequirementdetailId | Resource Requirement Detail | Uniqueidentifier |
Resource Requirement Detail | msdyn_resourcerequirementdetail | msdyn_name | msdyn_name | Name | String |
Result Cache | msdyn_mlresultcache | msdyn_mlresultcacheid | msdyn_mlresultcacheId | Result Cache | Uniqueidentifier |
Result Cache | msdyn_mlresultcache | msdyn_name | msdyn_name | Name | String |
Role competency requirement | msdyn_rolecompetencyrequirement | msdyn_rolecompetencyrequirementid | msdyn_rolecompetencyrequirementId | Role competency requirement | Uniqueidentifier |
Role competency requirement | msdyn_rolecompetencyrequirement | msdyn_name | msdyn_name | Name | String |
Role Price | msdyn_resourcecategorypricelevel | msdyn_resourcecategorypricelevelid | msdyn_resourcecategorypricelevelId | Resource Category Price | Uniqueidentifier |
Role Price | msdyn_resourcecategorypricelevel | msdyn_description | msdyn_description | Description | String |
Role Utilization | msdyn_roleutilization | msdyn_roleutilizationid | msdyn_roleutilizationId | Role Utilization | Uniqueidentifier |
Role Utilization | msdyn_roleutilization | msdyn_name | msdyn_name | Name | String |
Task | task | activityid | ActivityId | Task | Uniqueidentifier |
Task | task | subject | Subject | Subject | String |
Time Entry | msdyn_timeentry | msdyn_timeentryid | msdyn_timeentryId | Time Entry | Uniqueidentifier |
Time Entry | msdyn_timeentry | msdyn_description | msdyn_description | Description | String |
Time Off Calendar | msdyn_timeoffcalendar | msdyn_timeoffcalendarid | msdyn_timeoffcalendarId | Time Off Calendar | Uniqueidentifier |
Time Off Calendar | msdyn_timeoffcalendar | msdyn_name | msdyn_name | Name | String |
Transaction Category | msdyn_transactioncategory | msdyn_transactioncategoryid | msdyn_transactioncategoryId | Transaction Category | Uniqueidentifier |
Transaction Category | msdyn_transactioncategory | msdyn_name | msdyn_name | Name | String |
Transaction Category Classification | msdyn_transactioncategoryclassification | msdyn_transactioncategoryclassificationid | msdyn_transactioncategoryclassificationId | Transaction Category Classification | Uniqueidentifier |
Transaction Category Classification | msdyn_transactioncategoryclassification | msdyn_name | msdyn_name | Name | String |
Transaction Category Hierarchy Element | msdyn_transactioncategoryhierarchyelement | msdyn_transactioncategoryhierarchyelementid | msdyn_transactioncategoryhierarchyelementId | Transaction Category Hierarchy Element | Uniqueidentifier |
Transaction Category Hierarchy Element | msdyn_transactioncategoryhierarchyelement | msdyn_name | msdyn_name | Name | String |
Transaction Category Price | msdyn_transactioncategorypricelevel | msdyn_transactioncategorypricelevelid | msdyn_transactioncategorypricelevelId | Transaction Category Price | Uniqueidentifier |
Transaction Category Price | msdyn_transactioncategorypricelevel | msdyn_description | msdyn_description | Description | String |
Transaction Connection | msdyn_transactionconnection | msdyn_transactionconnectionid | msdyn_transactionconnectionId | Transaction Connection | Uniqueidentifier |
Transaction Connection | msdyn_transactionconnection | msdyn_name | msdyn_name | Name | String |
Transaction Origin | msdyn_transactionorigin | msdyn_transactionoriginid | msdyn_transactionoriginId | Transaction Origin | Uniqueidentifier |
Transaction Origin | msdyn_transactionorigin | msdyn_name | msdyn_name | Name | String |
Transaction Type | msdyn_transactiontype | msdyn_transactiontypeid | msdyn_transactiontypeId | Transaction Type Id | Uniqueidentifier |
Transaction Type | msdyn_transactiontype | msdyn_name | msdyn_name | Name | String |
User | systemuser | systemuserid | SystemUserId | User | Uniqueidentifier |
User | systemuser | fullname | FullName | Full Name | String |
User Work History | msdyn_userworkhistory | msdyn_userworkhistoryid | msdyn_userworkhistoryId | User Work History | Uniqueidentifier |
User Work History | msdyn_userworkhistory | msdyn_name | msdyn_name | Name | String |
Work template | msdyn_workhourtemplate | msdyn_workhourtemplateid | msdyn_workhourtemplateId | Work Template | Uniqueidentifier |
Work template | msdyn_workhourtemplate | msdyn_name | msdyn_name | Name | String |