This blog will give you overview on activity Party entity and partylist fields.
Within Dynamics 365 we have activity party entity as well as partylist fields, an activity party represents a person or group associated with an activity. An activity can have multiple activity parties.
There are 11 activity party types in Dynamics 365 for Customer Engagement (Sender "From", ToRecipient, CCRecipient, BccRecipient, RequiredAttendee, OptionalAttendee, Organizer, Regarding, Owner, Resource, Customer).
CRM Activity PartyList field is a special type of lookup field which refers to multiple entities.
To hold or store these multiple entities references, Microsoft has provided one
special type of entity named ActivityParty.
ActivityParty, has one
special field called PartyId. which has the capability
to store multiple entities references like user, contact, account, lead, queue etc.
Hence, if you want to get/set value in PartyList Field, you need to interact with ActivityParty PartyId field.
Remember, while getting or setting value in party list fields (to, from cc,
bcc, regarding etc). You should use ActivityParty Entity
and PartyId field.
1. To get the value from Party List TO and FROM fields:
Retrieve the value from PartyId field of ActivityParty entity, which holds the record’s Guids which was selected in Email’s FROM and TO fields.
2. To set the value in Party List TO and FROM fields:
First pass the value in PartyId field of ActivityParty entity and then set it’s EntityReference to partylist FROM and TO fields.
Note: Use the dynamics value in place of hardcoded values.
Get partyList fields value using C# code:
public static void GetPartyList(string emailRecordId)
{ emailRecordId = "C472398F-592F-E561-A939-000S4AF24369";
// Retrieve
email record
Entity email = service.Retrieve("email", new Guid(emailRecordId), new ColumnSet("from", "to"));
// get value from
partylist - 'FROM' field
EntityCollection from =
email.GetAttributeValue<EntityCollection>("from");
if (from != null
&& from.Entities.Count > 0)
{
foreach (var item in from.Entities)
{
EntityReference partyId =
item.GetAttributeValue<EntityReference>("partyid");
string addressUsed =
item.GetAttributeValue<string>("addressused");
}
}
// get value
from partylist - 'TO' field
EntityCollection to =
email.GetAttributeValue<EntityCollection>("to");
if (to != null
&& to.Entities.Count > 0)
{
foreach (var item in to.Entities)
{
EntityReference partyId =
item.GetAttributeValue<EntityReference>("partyid");
string addressUsed =
item.GetAttributeValue<string>("addressused");
}
}
}
//-----------------------------------------------------------------------------------------------
Set value in Party List Fields using C# (Single Recipient)
//Set partyList field when there is
single recipient
public static void SetPartyList()
{
// Declare
party list entity to set value in FROM & TO field
Entity from = new Entity("activityparty");
Entity to = new Entity("activityparty");
// Set value in
FROM & TO field
from["partyid"] = new
EntityReference("systemuser", new Guid("D7241D9E-FCEC-4C6B-80D0-A2C5B1588D5"));
to["partyid"] = new
EntityReference("account", new Guid("475B158C-4C6C-E511-8C63-72D8D9E47BA8"));
// Declare
party list entity to set value in FROM field
Entity email = new Entity("email");
// Insert value
in email FROM & TO field
email["from"] = new Entity[] { from };
email["to"] = new Entity[] { to };
//Set regarding
object property (i.e. The entity record, which u want this email associated
with)
EntityReference regardingObject = new EntityReference("contact", new Guid("6C3BE98B-88DF-E311-B8E5-6HGE55B8B676"));
email.Attributes.Add("regardingobjectid",
regardingObject);
//Set subject
& body properties
email.Attributes.Add("subject", "Email subject created for Single recipients");
email.Attributes.Add("description", "This is Email description for Single recipients");
//Create email
activity
Guid emailID =
service.Create(email);
}
Set value in Party List Fields using C# (Multiple Recipient)
public static void SetPartyList()
{
// Set value in
FROM party list field
Entity from1 = new Entity("activityparty");
// two accounts
inside the TO field
Entity to1 = new Entity("activityparty");
Entity to2 = new Entity("activityparty");
// two contacts
inside the TO field
Entity to3 = new Entity("activityparty");
Entity to4 = new Entity("activityparty");
// set value in
FROM field
from1["partyid"] = new EntityReference("systemuser", new Guid("D72D8D9E-FCEC-4C6B-8340-A2CB9FAA88D5"));
// set multiple
values in TO field
to1["partyid"] = new
EntityReference("account", new Guid("475B158C-541C-E511-80D3-3863BB347BA8"));
to2["partyid"] = new
EntityReference("account", new Guid("A8A19CDD-88DF-E311-B8E5-6C3BE5A8B200"));
to3["partyid"] = new
EntityReference("contact", new Guid("25A17064-1AE7-E611-80F4-E0071B661F01"));
to4["partyid"] = new
EntityReference("contact", new Guid("48A0E5B9-88DF-E311-B8E5-6C3BE5A8B980"));
Entity email = new Entity("email");
//Set regarding
object property (i.e. The entity record, which u want this email associated
with)
EntityReference regardingObject = new EntityReference("contact", new Guid("48A0E9B9-88DF-E311-B8E5-6C3BE5A8B980"));
email.Attributes.Add("regardingobjectid",
regardingObject);
// Insert value
in FROM & TO field
email["from"] = new Entity[] { from1 };
email["to"] = new Entity[] { to1, to2, to3, to4 };
//Set subject
& body properties
email.Attributes.Add("subject", "Email created from Console for Multiple recipients");
email.Attributes.Add("description", "Email created from Console or Multiple recipients");
//Create email
activity
Guid emailID =
service.Create(email);
Thank you!!!
Keep CRMing...
