In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Activity Parties in Dynamics CRM are one of the most complex entities to work with regarding data migration. If you don't know, activity parties are the entities that contain the relevant data for the party list fields on Emails, Appointments, etc. (Check out some additional information about this entity, which have been around for quite a while.) These fields typically have more than one record associated to them, and the activity party entity record for the field contains this data pointer. The nature of this relationship makes them rather difficult for data migrations, and information is not terribly plentiful, so let's chat about them!
Let's take email records, for example. We have several activity party types we will need to work with here: the To:, Cc:, and Bcc: fields being the main ones. For each email record we migrate into CRM, we need to associate the To, Cc, and Bcc fields with the appropriate activity party record to get them migrated in with the proper recipient data.
There are a couple ways you can do this:
If you do not have the luxury of maintaining the same GUIDs as the source CRM, you can do this in a different way. The different way would be to first do an Insert or Insert Update of the Email record, and then as a second step, do an Insert of the associated activity party record. You cannot update activity party records, however.
As always, if you have any questions on how to do this, PowerObjects Scribe wizards are available to help!
Happy CRM'ing!
This article talks about migration of activities. I need to know if I want to create Email activity and it should trigger send email. What needs to be done to trigger EMail send event during integration using Scribe Insight.
4202 is the ObjectTypeCode associated with email. 4210 is the ObjectTypeCode associated with the PhoneCall entity. "ActivityTypeCode would be set to 4210 for emails." should actually read "ActivityTypeCode would be set to 4202 for emails."