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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Creating automatic pho...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Creating automatic phone call tasks

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Posted on by NathanBetters 37

I have tried to use Power AUtomate to create a new phone call task every time a new lead is populated in Dynamics365 Sales CRM, however no matter what ID i use in the flow for "activity owners" power auotmate kicks back an error for invalid IDs..

I tried to use the Power Apps process (old style) but the only way to make call tasks happen immediately is for them to not be background tasks, this is a problem because we are buying leads real time and need the task populated for the calling agent as soon as possible, but we also need a wait condition to create new call tasks if the lead is still new after 24 hours

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi NathanBetters,

    The 'activity owners' you mentioned above is owner fields of the phone call entity?

    If so, the owner field is one special lookup field, you need to provide the reference to the related lookup object:

    Using /systemusers(<guid>) format to populate it.

    pastedimage1641458397156v1.png

    And Power Apps process(old style)  is workflow?

    If so, Dynamics 365 workflows can have wait conditions, you can know about it:

    (+) Dynamics CRM Workflows: Wait vs. Timeout - Microsoft Dynamics CRM Community

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

    Hi,

    I believe you want to assign Phone call to same owner as Lead then update your flow as below -

    CR46.PNG

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • NathanBetters Profile Picture
    NathanBetters 37 on at

    thank you, is there a documented resource that describes these system attributes? I am getting a new error now

    "cannot create activity party: either partyid or addressused field should be present"

    {

     "error": {

       "code": "0x80040203",

       "message": "Cannot create activity party: either partyid or addressused field should be present",

       "@Microsoft.PowerApps.CDS.ErrorDetails.ApiExceptionSourceKey": "Plugin/Microsoft.Crm.Common.ObjectModel.PhoneCallService",

       "@Microsoft.PowerApps.CDS.ErrorDetails.ApiStepKey": "aa3b8615-ecd8-db11-b397-0019b9204da9",

       "@Microsoft.PowerApps.CDS.ErrorDetails.ApiDepthKey": "1",

       "@Microsoft.PowerApps.CDS.ErrorDetails.ApiActivityIdKey": "3bf21c1e-6454-47de-9b2d-6e513d320dab",

       "@Microsoft.PowerApps.CDS.ErrorDetails.ApiPluginSolutionNameKey": "System",

       "@Microsoft.PowerApps.CDS.ErrorDetails.ApiStepSolutionNameKey": "System",

       "@Microsoft.PowerApps.CDS.ErrorDetails.ApiExceptionCategory": "ClientError",

       "@Microsoft.PowerApps.CDS.ErrorDetails.ApiExceptionMessageName": "InvalidArgument",

       "@Microsoft.PowerApps.CDS.ErrorDetails.ApiExceptionHttpStatusCode": "400",

       "@Microsoft.PowerApps.CDS.HelpLink": "go.microsoft.com/.../

       "@Microsoft.PowerApps.CDS.InnerError.Message": "Cannot create activity party: either partyid or addressused field should be present"

     }

    }

    I am assuming I need the same precurser to the party id  like the system users (systemusers(<guid>) but I am not sure what the replacement for systemusers would be

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi NathanBetters,

    In general, it would be: /entityname(<guid>)

    Note: you need use the plural logical name for the entity.

    For contacts, it would be: /contacts(<guid>)

    pastedimage1641535494004v1.png

    Or you can share screenshots about your created flow if possible.

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

    Hi,

    Please see below blog to work with activity parties in Power automate.

    www.inogic.com/.../

    When in doubt what to put in entity name, Download rest builder to see the plural name for an entity

    carldesouza.com/.../

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • NathanBetters Profile Picture
    NathanBetters 37 on at

    I pulled the Fetch XML and the entity name is "lead" is not finding the related lead

    Input:

    [

     {

       "participationtypemask": 2,

       "partyid@odata.bind": "/lead(6ad53198-ae0c-4caa-a095-58a7ce587c1b)"

     }

    ]

    Output:

    {

     "error": {

       "code": "0x0",

       "message": "Resource not found for the segment 'lead'."

     }

    }

  • NathanBetters Profile Picture
    NathanBetters 37 on at

    Heres the flow results

    pastedimage1641608944483v1.png

    pastedimage1641608961564v2.png

    Heres the original setup

    pastedimage1641609056063v3.png

    pastedimage1641609069702v4.png

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

    Hi,

    You should mention 'leads' instead of 'lead'

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • NathanBetters Profile Picture
    NathanBetters 37 on at

    I tried that on the last post

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

    Hi,

    Can you please Map Call From in Activity party and the check ?

    CR55.PNG

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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