Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Create a Letter or Phone Call Activity with Flow

  • 1.  Create a Letter or Phone Call Activity with Flow

    Posted Aug 13, 2019 04:57 PM
    Edited by Ruth Kastberg Aug 19, 2019 07:30 AM
    Is it possible to create a letter/phone call activity in CRM using Flow?  I'm trying to replace a Dialog that we have, and I can create the activity using Flow, and link the Regarding to the Account, but there is no From and To (Activity Party)  available to populate in Flow.  Is there a way to accomplish this?  I need the Regarding to point to a different entity, but then it would not link to the Account in question at all.

    Thank you

    #Functional  #CustomerEngagement

    ------------------------------
    Ruth Kastberg
    Director
    Christian Broadcasting Network
    Virginia Beach VA
    ------------------------------
    ​​​
    Conference-CRMUG_200x200


  • 2.  RE: Create a Letter or Phone Call Activity with Flow

    GOLD CONTRIBUTOR
    Posted Aug 19, 2019 01:13 PM
    Ruth, @Jerry Weinstock@Nelson Johnson, or other experts may be able to assist since I'm still new to Flow. I'm able to create activities and set the configurations within the appropriate step under advance options. ​

    ------------------------------
    Aaron Howell
    Associate Director, CRM Product Management
    American University
    ------------------------------

    Conference-CRMUG_200x200


  • 3.  RE: Create a Letter or Phone Call Activity with Flow

    Posted Aug 20, 2019 08:23 AM
    @Aaron Howell, Thank you for your response.  In the advance options I can fill out a lot of things, but the To and From (Activity Party) is not listed.  Are you saying you can see those?​

    ------------------------------
    Ruth Kastberg
    Director
    Christian Broadcasting Network
    Virginia Beach VA
    ------------------------------

    Conference-CRMUG_200x200


  • 4.  RE: Create a Letter or Phone Call Activity with Flow

    TOP CONTRIBUTOR
    Posted Aug 23, 2019 12:31 AM
    The trick is to create your phone call record first, then you can create "activityparties" records for each participant. You can do this using the Create Record action, and when you get the picklist for the entity, you go to the bottom of the list to select "Enter custom value" and manually type in "activityparties", and then you will get a bunch of fields to enter values into. The Activity field is the ID of the phone call you created in the prior step. You might need to click on "show advanced options" to see all the fields.

    If this answers your question, then select Mark as answer under the Reply button above.

    ------------------------------
    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------

    Conference-CRMUG_200x200


  • 5.  RE: Create a Letter or Phone Call Activity with Flow

    Posted Aug 26, 2019 07:35 AM
    Hi @Nelson Johnson!
    Thank you so much for your feedback.  It worked to enter the custom value activityparties, and it presented me with all the options I needed, however, when trying to run it, it gives the error below when using the Create Record or Update Record actions.  I attempted both.  Any suggestions to overcome this?

    ​{

    "status": 400,

    "message": "--batchresponse_965117b8-e8af-47d3-9297-f427c5e83cbe\r\nContent-Type: application/http\r\nContent-Transfer-Encoding: binary\r\n\r\nHTTP/1.1 400 Bad Request\r\nREQ_ID: cdf710c0-f923-46aa-b115-966452ad4e06\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_965117b8-e8af-47d3-9297-f427c5e83cbe--",

    "source": "cbnsandbox1.crm.dynamics.com",

    "errors": [],

    "debugInfo": "clientRequestId: d44b4e08-15bd-4ed0-8403-6e0bfbf791c4"

    }



    ------------------------------
    Ruth Kastberg
    Director
    Christian Broadcasting Network
    Virginia Beach VA
    ------------------------------

    Conference-CRMUG_200x200


  • 6.  RE: Create a Letter or Phone Call Activity with Flow

    TOP CONTRIBUTOR
    Posted Aug 27, 2019 03:30 PM
    Ruth,
       Sorry to send you down a blind alley. I dug deeper into this issue and found that I gave you incorrect advice. Flow (and LogicApps) does not have the features necessary to call the D365 API to add ActivityParty records to a Phone Call activity. here are some other options:
    1. Add some custom lookup fields (target contact or users) to the phone call entity. Then when the Flow creates the Phone Call (or other activity type) you have a workflow start up and move the contact values over to the Call From /Call To fields.
    2. Create an Azure function (usually done in C#) that can create an array of activity participants and then create the activity.


    ------------------------------
    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------

    Conference-CRMUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role