Two different contacts had the same email address, after an automatic record creation rule was applied, CRM associated email activities to the wrong contact. I've updated the email address value in one of the contacts (the wrong contact) but it has activities that do not belong to it and I need to move them to the right contact.
How can move activities between two contacts? I cannot merge the contacts as they are legitimate contacts.
I did try to update the partyid field of the activityparty entity but I've got the error message: The update method does not support entities of type 'activityparty'.
What easy way can I use to accomplish this?
Related
Can I:
make manipulation with subgrid so I can choose multiple Contacts and save them in the field (or even better choose only the email address from the Contacts) or
make a lookup field to Contact that allows me to choose multiple contacts
Longer description of the problem:
I have made some customization of the Invoice entity in Dynamics Sales, but what I also need is an email failed that is a lookup to Contacts, so I can choose a multiple contacts, so later on I can get the email information and send them an email with power automate. But since I'm new to Dynamics I'm not sure how to manipulate with the subgrid, I researched something about creating N:N relationship, but I'm not sure how can I manipulate with on save/ on load events, cause I need to choose multiple contacts and save them in this field.
Customized Invoice Entity
In our system, some contacts are linked to the leads later in the process, therefore those contacts don't have the Originating Lead (originatingleadid). Also, we want to connect some contacts to multiple leads.
Currently, we are connecting contacts and leads through the Parent Contact for Lead field (parentcontactid in lead entity).
But the problem is that if the contact does not have an Originating Lead, the activities from the lead are not displayed in the contact's social pane. The relation made through parentcontactid field is ignored.
Is there any workaround for this? Is it possible to make such a relation between the contact and the lead that the activities from the lead are displayed in the contact's social pane?
The originatingleadid field is not valid for update, it can be set only on create.
You can change the Rollup View Relationship Behavior on custom 1:N relationships to Cascade All. In this way the activities from children will be shown on the activity view for the parent.
This would require you to create a custom relationship between Contact and Lead, since you cannot change this property on the standard relationships in the system.
You have not specified a version. The Rollup View Relationship Behavior was added in Dynamics 365 (version 8.2).
I want to see all fields of the contacts in outlook. Here the contacts are synchronized from D365. All fields that are coming from D365 will also be shown in outlook contacts (fields such as PrimaryId, CreatedBy, Owner, CreatedDate, modified By, modifiedDate etc.. )
When I open the contacts, not all fields are showing. How can I see all fields of the records?
Suggestions are appreciated.
You can open Advanced Find for Contacts and in there you can select additional columns.
Thanks Naveen. Except for ContactId, all the fields that you list should be available in a Contact Advanced Find view.
To get the ContactId for an individual record, you can get it from the URL of the record, or use the Chrome Level Up add-in, or bookmarklets.
To get a list of Contact ID's you can export a view to Excel with reimport to get the ID's in the hidden column A, or create a FetchXML query and run it in FetchXML Tester, among other ways.
In Outlook client for CRM, follow these steps to view the fields.
The EntryID is the unique identifier for each mail object in the user’s mailbox. This value is also used in the idMappingTable to relate the CRMID to the appropriate Outlook EntryID.
crmEntryID (*) corresponds to the Outlook EntryID of the object
Crmid corresponds to the created record’s unique GUID in CRM
Read more.
In CRM Online I need to link the Account Name field in the Account entity to a lookup table of imported and approved company names. The goal is to require users to pick from an approved list instead of letting them make up a company account name. I know there is an Account Name lookup in Contacts which uses existing Account Name records, but I need the lookup in the Account entity. Thanks for any tips.
If you are referring to a different entity as LookupTable, then create a relationship between Account ans the Lookup Table entity. After that you can use that entity as Lookup attribute in Account entity
CRM renders a Lookup control for a 1:N relationship. What you are trying achieve would fall more into a data validation scenario where users can enter account names from a pre-set list of names.
You can leverage a new event introduced in CRM 2016 - addOnKeyPress which can be easily used to build an autocomplete feature which would be more inline with what you are trying to achieve. If a user doesn't "pick" a value instead types anything in disregarding the autocomplete use attribute control's setNotification to set an error message which would invalidate the save preventing the user from saving the record.
I am very new to Dynamics. I'm trying to figure out if I can use dynamics to create sub-types of the contact entity which have all the common attributes and relationships of the contact entity but each has their own specific attributes as well.
I am thinking about this in an object oriented frame of mind but cannot see how this could be accomplished in Dynamics.
As an example say I was managing schools in a region and I had 3 types of contacts in the system:
School Teachers
School Administrators
School Pupils
All of these would share the attributes from the contact entity but teachers and administrators would have some employee specific attributes and students would have some student specific attributes.
Can someone give me an example of how to accomplish this?
You could set up a picklist on the contact entity with the different "types" on contacts there were. Then attach some javascript to that attribute, so that when it changes, it shows/hides the extra type-specific fields you've defined.
In SAP there are diffrent Roles for a Business Partner (Contact in your example) maybe its similar in the ms crm, but thats just a clue.