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Helper I
Helper I

Getting appointment attendees (activity party) from Dynamics 365

I cannot find a way to get appointment attendees in Flow or PowerApps using either the Dynamics 365 or Common Data Service connectors. The Activity Party entity is not available and the Appointment entity does not include the required attendees field.

1 ACCEPTED SOLUTION

Accepted Solutions
Solution Sage
Solution Sage

Hi @peteaxtell 

If you first get the Appointments using the Common Data Service connector you can loop through these and obtain all the Activity Party records for each Appointment by using a custom value in the entity drop down.

In the Entity Name field select "Enter custom value" and type in "activityparties". Then in the Filter Query field type "_activityid_value eq " and then select the Appointment Id from your Dynamic content panel. You can then loop these records in a later Flow action.

 

2019-06-25_15-26-55.gif

 

By using the Enter custom value option, you are able to query for any entity that you would have access to via the Dynamics 365 Web API.

 


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View solution in original post

12 REPLIES 12
Solution Sage
Solution Sage

Hi @peteaxtell 

If you first get the Appointments using the Common Data Service connector you can loop through these and obtain all the Activity Party records for each Appointment by using a custom value in the entity drop down.

In the Entity Name field select "Enter custom value" and type in "activityparties". Then in the Filter Query field type "_activityid_value eq " and then select the Appointment Id from your Dynamic content panel. You can then loop these records in a later Flow action.

 

2019-06-25_15-26-55.gif

 

By using the Enter custom value option, you are able to query for any entity that you would have access to via the Dynamics 365 Web API.

 


Did I answer your question? Mark my post as a solution!

Proud to be a Flownaut!


Follow me on Twitter at @QG_LeeJHarris

Or on LinkedIn at in/leejharris

View solution in original post

Thanks very much

Hello @LeeHarris 

 

I'm in a similar situation although with just one record needing Activity Parties added.  I'm trying to create a phone call.  I have been able to add the information calling the activityparties as entity, but when I run the flow, it fails with an error 400 no matter if I use the create, update, or using your list method.,  Any suggestions?: 

{
"status": 400,
"message": "--batchresponse_7f7318e1-de1c-45ab-af4b-6e732063e6d9\r\nContent-Type: application/http\r\nContent-Transfer-Encoding: binary\r\n\r\nHTTP/1.1 400 Bad Request\r\nREQ_ID: 19b1c7dc-8906-4a8a-92cf-a12c5e5ce021\r\nContent-Type: application/json; odata.metadata=minimal\r\nOData-Version: 4.0\r\n\r\n{\"error\":{\"code\":\"0x80040800\",\"message\":\"The 'Update' method does not support entities of type 'activityparty'.\",\"innererror\":{\"message\":\"The 'Update' method does not support entities of type 'activityparty'.\",\"type\":\"System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=9.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]\",\"stacktrace\":\" at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Execute(OrganizationRequest request, InvocationContext invocationContext, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode, ExecutionContext executionContext, Dictionary`2 optionalParameters)\\r\\n at Microsoft.Crm.Extensibility.OData.CrmODataExecutionContext.Upsert(Entity entity)\\r\\n at Microsoft.Crm.Extensibility.OData.CrmODataExecutionContext.Update(Entity entity, UpdateOption updateOption)\\r\\n at Microsoft.Crm.Extensibility.OData.CrmODataServiceDataProvider.UpdateEdmEntity(CrmODataExecutionContext context, String edmEntityName, String entityKeyValue, EdmEntityObject entityObject)\\r\\n at Microsoft.Crm.Extensibility.OData.EntityController.PatchEntityImplementation(String& entityName, String key, EdmEntityObject entityDelta)\\r\\n at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult](ILogger logger, EventId eventId, ActivityType activityType, Func`1 func, IEnumerable`1 additionalCustomProperties)\\r\\n at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult](ILogger logger, XrmTelemetryActivityType activityType, Func`1 func)\\r\\n at lambda_method(Closure , Object , Object[] )\\r\\n at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ActionExecutor.<>c__DisplayClass10.<GetExecutor>b__9(Object instance, Object[] methodParameters)\\r\\n at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ExecuteAsync(HttpControllerContext controllerContext, IDictionary`2 arguments, CancellationToken cancellationToken)\\r\\n--- End of stack trace from previous location where exception was thrown ---\\r\\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\\r\\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\\r\\n at System.Web.Http.Controllers.ApiControllerActionInvoker.<InvokeActionAsyncCore>d__0.MoveNext()\\r\\n--- End of stack trace from previous location where exception was thrown ---\\r\\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\\r\\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\\r\\n at System.Web.Http.Controllers.ActionFilterResult.<ExecuteAsync>d__2.MoveNext()\\r\\n--- End of stack trace from previous location where exception was thrown ---\\r\\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\\r\\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\\r\\n at System.Web.Http.Dispatcher.HttpControllerDispatcher.<SendAsync>d__1.MoveNext()\"}}}\r\n--batchresponse_7f7318e1-de1c-45ab-af4b-6e732063e6d9--",
"source": "cbnsandbox1.crm.dynamics.com",
"errors": [],
"debugInfo": "clientRequestId: 7c7d34d5-38e1-4ea5-b8c7-21d1324481a1"
}
 
What I'm trying to do is really simple, just create a phone call or letter activity based on values coming from a PowerApp, with lots of information already pre-populated.  I'm just struggling connecting the From/To of the activities, since I intend to use the Regarding for a custom entity.
 
Thank you for you help!

Hi @Heaven4ever2 

As far as I can tell, the activity party entity is only available for Read access using the Web API (https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/activityparty?view=dynamics...).

This may be why it is also not possible to set the from and to fields using the standard Create/Update record actions in the CDS connector, and I would imagine that this limitation also exists in PowerApps.

Unless you can find a really creative way of working around this, I'd suggest posting this in the Ideas board with a link to it here (it gets my vote).

 


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@LeeHarris Hi Lee, Would you like to share the complete Flow with me as I want to accomplish the exact same  (updating contact relating to an appointment).

 

Eventough I followed your steps, the flow loops through all the contacts in the CDS instead of the contacts relating to the Appointment.

 

Thanks a mill for your time and support already.

 

Robin

Hi @RobinMulder 

Unfortunately, I do not have a complete Flow that I can share. If you can post screenshots of your Flow process showing where you are encountering the error I may be able to assist though. It sounds like you either need to add a filter to your List records action when you are retrieving the Contacts, or you are using the wrong dynamic value in your loop.

 


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@LeeHarris Which mistake did I miss? and how can I achieve what would like to achieve which is update a field on the contact from all the contacts the are related to the closed/completed appointment?

Flow Lee Harris.PNG

 

Hi @RobinMulder 

The Id of the Contact within the Activity Party record is stored in the field "_partyid_value". The Id that you are using in your update Contact step is the Id of the Activity Party record itself. If you are not able to see the Party Id value in the Dynamic Content you can add it to the Id parameter in your action as an Expression.

 

items('Apply_to_each')?['_partyid_value']
 
Add ExpressionAdd Expression
 
Hope that helps.
 

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Hi @LeeHarris ,

 

Thanks for your help. With some tweeks here and there I made it work.   Couldnt have done it without you.

@RobinMulder 

Excellent, glad to hear you got it working 😄

 


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Activity party can be retrieved in the same call using expand option as well. Need not to make second call just to retrieve that data. link to similar thread : 

 

https://powerusers.microsoft.com/t5/Building-Flows/Using-Party-List-field-from-Dynamics/m-p/535486#M...

 

Thanks

Hi, 

I am trying to move appointment from lead to contact when Lead is converted to Contact. So I am able to achieve it. However, when i am moving the Appointment to Contact the Required Attendees is not changed and which why it is visible in Lead as well as Contact Timeline.

How to update Required Attendees in Appointment?  So, that i can update that field and set as contact which will show me Appointment activity in only Contact.

 

Regards,

Rushi

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