activityparty
The activityparties in Microsoft Dynamics 365 act as many-to-many relationships between activities and other objects in the system. For example, rather than only allowing the association of one contact or one system user with an activity, Dynamics 365 allows contacts and users to be associated with many different activities.
An activityparty is always associated with a specific field on a specific activity object. The activitytypecode field specifies which kind of activity and the activityfieldname is set to the name of the field.
Valid activity objects and fields can be seen by viewing the picklists on the activitytypecode and activityfieldname fields.
Object | Fields |
---|---|
appointment | optionalattendees, organizer, requiredattendees |
campaignactivity | from, partners |
campaignresponse | customer, from, partners |
to, from, cc, bcc | |
fax | to, from |
letter | to, from, cc, bcc |
phonecall | to, from |
serviceappointment | customers, resources |
You can insert and delete activityparties, but you cannot update them. Microsoft Dynamics 365 activityparties mainly serve as a many-to-many association, so there is very little data to update.
Note: ActivityParty migration in Bulk mode with multiple threads is not supported. Use only one thread or an error is generated.
Create an association by setting the values for activityid, partyid, and partyobjecttypecode in the activityparty object. To set these values, you can use:
- Seek steps — Automatically assign the values. Add the seek steps
on both the activity and the object you want to associate. Add an insert
step for the activityparty object.
This configuration sets activityid, partyid, and partyobjecttypecode automatically based on the values returned from the seek operations. You do not need to create data links on these fields if you use the seek step method.
- Data links, lookup functions, and fixed value links — Create a
data link between some value in the source and the activityid. Create
a data link between some value in the source and the partyid.
Use the DBLOOKUP function on these data links to return the appropriate IDs. Create a fixed value link on partyobjecttypecode to set the value to account (1), contact (2), lead (4), or systemuser (8).
Note: The activityfieldname field has replaced the participationtypemask field. Although the participationtypemask field is available, it is for reference only and cannot be edited.
See also