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Microsoft Dynamics CRM (Archived)

Mapping custom fields to activity entity from Contact

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Posted on by 362

Hi all,

I want to map some custom fields to custom activity entity from Contact. So, I created one custom relationship (1:N) as we can't add mappings in OOB relationship. Everything is working fine when I am creating an activity from related entity navigation but it is not working if I try to create from "Social Pane". Is there any known issue in D365 On Premise (8.2.2.112) version?

 2018_2D00_10_2D00_05_5F00_1110.png

Thanks,

Phani.

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  • RE: Mapping custom fields to activity entity from Contact

    Thank you all for the replies. I forgot to mention one point that the mapping from social pane is working in online instance version 1612 (8.2.2.2518) (DB 8.2.2.2464).

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Mapping custom fields to activity entity from Contact

    Hi,

    Relationship mapping doesn't work from social pane. It only works from a subgrid/ associated views.

    Hope this helps.

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Mapping custom fields to activity entity from Contact

    All mapping fields will get auto populate when you create record from related entity's navigation. You can also notice that when you create record from navigation then lookup of related entity also auto populate.

    If you create records from somewhere else then lookup will not populate that's why all mapping fields also not populate.

    To handle it, You can create a workflow that can populate all mapped fields if record created outside of navigation.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Mapping custom fields to activity entity from Contact

    Hi,

    because the custom fields do not exist in social panel, thats why it doesnt map into it. Besides that, you cant add field to social panel, this is not customizable.

    What you can do ?

    - create a workflow or plugin to sync the fields.

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