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WebAPI - How to insert "agent name" while creating a phonecall timeline record?

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Posted on by AviG

Hi,

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

/api/data/v9.0/accounts?$select=name,telephone1,address1_composite,description.

Please refer the attached screenshot.

Your response is much appreciated.

Thanks,

Avi

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AviG 5 on at

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RE: WebAPI - How to insert "agent name" while creating a phonecall timeline record?

Thank you very much, Esteban!

Yes sure, I'll accept your post after trying out the solution.
Esteban Coto Alfaro on at

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RE: WebAPI - How to insert "agent name" while creating a phonecall timeline record?

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

Thanks!

Community Support Team - Esteban

If this Post helps, then please consider Accept as solution to help the other members find it more quickly.