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Opportunity in "Call To" field of "Phone call" activity in Dynamics 365 CE

A requirement from one of our client is that in Dynamics CRM, they want Opportunity entity to show up in the Call To field of a Phone Call entity. I have not been able to find anything online that will tell me how to do this or if this can be done.

In the Call To field of a Phone Call activity only Account, Contact and User entities are available, can we add Opportunity entity here?

Solution

  • Let me start with this two important pieces: Regarding & ActivityParty

    Regarding is a special field type (for internal Activity only use, unavailable as datatype) which holds any entity as parent of that CRM Activity. We can only enable this (no disable option). I think this is the one you should be using.

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    I like this article What developers need to know about the activity entity - by Ben Hosking.

    ActivityParty is another special (very special) field type. ie Party List datatype.

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    Read about it in latest documentation, this is missing a crucial piece from old documentation

    An activity party represents another record (person or resource) that’s to be included in the activity. For example, it could be a contact, account, lead, opportunity, or queue.

    It should allow to add any entity type, as this will be stored with its respective PartyObjectTypeCode. You can enable/add entity to this bucket by adding Email type field in that entity or simply by checking this checkbox:

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    You see this is disabled for Opportunity, and I don't remember about the past versions.

    Opportunity is not a physical person anyway to be part of a call, but in xRM world anything is fine. You can try by adding an email type field in Opportunity to try your luck.