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I am working on an integration project wherein I am trying to create a phonecall record on behalf of an agent in dynamics CRM through WebAPI. To insert the agent name in the record which entity/activity/table should be used? I am using the accounts entity to create a record as below
Hello, in this case you have to considerate that "Agent Name" is a look up field. Here I attach the documentation about how to associate new table records to existing table records: docs.microsoft.com/.../createrecord
Here is a similar case presented that could help: community.dynamics.com/.../how-to-create-record-with-lookup-field-using-web-api
Also I am going to attach documentation about how to associate new entities to existing entities: docs.microsoft.com/.../create-entity-web-api
Community Support Team - Esteban
If this Post helps, then please consider Accept as solution to help the other members find it more quickly.
Thank you very much, Esteban!
Yes sure, I'll accept your post after trying out the solution.
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