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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Appointments entity, i...
Microsoft Dynamics CRM (Archived)

Appointments entity, is it a table of tables?

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Posted on by wilson_smyth

Im importing Appointments from CRM Online into PowerBI.
Each row is very long, and looks like a row that contains multiple records and tables(see screenshot).

 

Can anyone explain the exact structure of the Appointments entity, and why its made up of multiple tables, instead of simply relating to the data in other entities?

e.g. if i want to show appointments and required attendees, shouldnt that just link to the contacts or attendees entity via a bridge table?


Im not really sure how to handle this entity in PowerBI

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I have the same question (0)
  • David Jennaway Profile Picture
    David Jennaway 14,065 on at

    There are 2 complexities to the Appointment entity (and any other activity entity)

    1. The main appointment data comprises of some fields in the activitypointer table (which are shared by all activity entities) and some in the appointment table. These should appear as a combined set of fields in PowerBI
    2. The linked data (e.g. attendees) and stored separately in an activityparty table, and the partyid is used to link to the corresponding record (contact, lead etc.). The participationtypemask field indicates whether the activityparty is e.g. a required attendee, optional attendee. The activityparty table may have several records for one appointment (one record per attendee, plus others - e.g. the owner and organiser) 
  • wilson_smyth Profile Picture
    wilson_smyth on at

    Very useful information, thank you!

    Is there a way that i can see what the fields in appointment are linked to, from within the CRM UI? If not its kind of guesswork.

    This architecture really limits the ability of PowerBI to just sit ontop of CRM Online and report. To get the data into a format PowerBI requires would mean a bit of ETL and storing it outside of CRM in a datamart.

    Such a pitty that Microsoft chose this route as it really limits what could be a great relationship between the two products.

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