Skip to content
+1-888-319-3663

EONE BLOG

Tech Tuesday: Upcoming Feature – Activity Party Lookup


Today we are looking at a feature which will be available in our upcoming SmartConnect 2015 release. The Activity Party Lookup should be used any time that you need to map a value to a PartyList within CRM.

Within CRM, when an attribute/field is defined as a PartyList it means it can have multiple GUIDs stored within it. The best example is the Email Activity entity in CRM. It has a PartyList for both the To and From attributes where you can select multiple different accounts, contacts, leads, etc. for each of them.

When doing an import, you need to be able to handle mapping multiple different GUIDs into that one field. Up until now we haven’t had a nice way of doing it within SmartConnect. With the Activity Party Lookup, you can set as many different values as needed within that field.

In the screenshot below, I am setting both an Account and Contact for my To attribute on the email. What you need to provide for each entity is the GUID that represents it. So that commonly means you will need to perform a regular Entity Lookup for each value you want to pass in to get the GUIDs and then map those Entity Lookups within this window.

hanson
You can set the Name field to whatever you want to recognize this field by. The “Entity Type” value should be set to the entity that the GUID is for – you can select these options from a dropdown. The “Column Data” value should be the GUID for that entity type, normally this will be an Entity Lookup that you created before this additional column

Once you save that additional column you can map it directly to the needed PartyList attribute in the map. This column will allow you to import into additional entities that you may have struggled with in the past, which is now much more streamlined and built-in as a default feature of SmartConnect.

Questions? Feel free to leave a comment below!

1 Comment

  1. Sreelatha on December 19, 2016 at 4:04 pm

    Hi there, When one of the GUID is null then its giving error. How to make activity party look up work dynamically for thousands of records? Like one phone call activity can have just contact and another phone call activity might have just account, how can I add this as dynamic activity party look up field?

Leave a Comment





RECENT POSTS


eOne Sessions at Community Summit North America 2022
Dynamics SL to D365 Business Central Migration - Recordings Now Available!
Technical Update for SmartConnect regarding D365 Business Central
Connect with eOne at Summit North America 2022 - Live in Orlando!
NEW WEBINAR: Dynamics SL to D365 Business Central Migration - Next Week!

POPULAR POSTS


2016 SmartConnect Integration Bootcamps
Tech Tues: Automatically refreshing Pivot Tables in Excel Refreshable Reports
Happy Thanksgiving from the eOne team!
2017 SmartConnect Integration Bootcamps
New Releases of Extender and SmartList Builder

CATEGORIES

TAGS

Business Central CRM D365 Business Central Dynamics 365 dynamics crm Dynamics GP Dynamics NAV Econnect Employee Spotlight eone eOne News error Error Message Events Excel Excel Report Builder Extender Flexicoder GP integration Map Meet the Team Microsoft dynamics crm Microsoft Dynamics GP Navigation List Builder Office Relationships Partner All Hands Call Popdock promotions release SalesForce SalesForce.com SmartConnect SmartConnect.com SmartConnect Bootcamp SmartConnect Maps SmartConnect Office Hours SmartList SmartList Builder SmartPost SmartView SQL Tech Tuesday Templates training

Integrate & Automate without Any Code.

SmartList Data has Never Been Faster.

The Easiest Way to Report on GP Data.