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Session Id :
Customer experience | Sales, Customer Insights,...
Answered

phonecalls, emails bind contact to regarding, from, to fields

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Posted on by 5

Hi,

Assistance please, apologies if i have missed this within the forum, checked, but no luck

I'm creating a phonecalls, emails via API, what i want to do is pass/bind contacts to the fields to /from , call from, call to

Using the logic below i can create the phonecalls/eamails using API and link it to contact (client), what i want to to do is also allocate/bind a contacts to the from/to fields (consultant), this i cannot seem to get it working , any help?

Emails:

    {
        "regardingobjectid_contact@odata.bind" : "/contacts(7463399b-ecfd-ec11-82e5-000d3ada6b40)",
 
            "statuscode"1,
            "sender""consultants contact",
             "torecipients""clients contact, this will be same as contact id above ",             
            "statecode"0,   
            "subject""Email Test",
            "directioncode"true,
            "description""Hello World"
             
        }
Thanks
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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    Check this post please - www.inogic.com/.../

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Try to auto generate code from Dataverse rest builder tool.

    carldesouza.com/.../

  • mjmapi Profile Picture
    5 on at

    Andrew, Bipin, thanks for the help, in the end this is what worked for me,

    Requirement, API insert to phonecalls, emails and  of the from/to contacts

    Email:

    {

                "regardingobjectid_contact@odata.bind" : "/contacts($(contactDB_To.contactid))",  

                "subject": "$(CRM_subject)",

                "description": "$(email_rs.text)",

    "email_activity_parties": [

    {      

    "participationtypemask": 1,  //1 = sender/from, 2=To,3=CC,4=BCC,    

    "partyid_contact@odata.bind": "/contacts($(agentSearch.contactid))"    

    },    

    {      

       "participationtypemask": 2,   //1 = sender/from, 2=To,3=CC,4=BCC,  

    "partyid_contact@odata.bind": "/contacts($(contactDB_To.contactid))"

    }  

    ]

    }

    Phonecallls:

    {

              "regardingobjectid_contact@odata.bind" : "/contacts($(CRM_contactid))",

               "phonenumber": "$(CRM_mobilephone)",            

               "subject": "Outbound Call",

               "directioncode": true,    //true=Outbound,false=inbound

               "description": "Agent Disposition: $(disposition)",

    "phonecall_activity_parties": [

    {      

    "participationtypemask": 1,  //1 = from, 2=To,3=CC,4=BCC,    

    "partyid_contact@odata.bind": "/contacts($(agentSearch.contactid))"    

    },    

    {      

       "participationtypemask": 2,   //1 =from, 2=To,3=CC,4=BCC,  

    "partyid_contact@odata.bind": "/contacts($(CRM_contactid))"

    }  

    ]

    }

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    If my reply (or replies) answers your question take a minute and verify the answer. You can do it by clicking "Yes" at the top of the reply (or replies) under the label "Does this answer your question?"

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