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Copy email from one entity to another

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Posted on by eriks.1974

Hi,

I'm writing a plugin (C#) to copy notes and emails from leads to opportunities. The notes part workd but I can't find any way to copy the emails from the lead to the opportunity.

- When I try to fetch the email and then create a new one, I get a duplicate record-error.

- if I try to copy the activitypointer (for that email) then I get "Create' method does not support entities of type 'activitypointer'"

Can anyone tell me how I can copy the emails of a lead to an opportunity? Or link the same email to both entities would also be ok.

Thanks in advance,

Kind regards,

Erik

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erhan.keskin 2,253 on at

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Hi,

How do you copy the email? You need to create Activity Parties and assign the existing one's values.For Instance;

Entity email = new Entity("email");
Entity fromParty = new Entity("activityparty");
Entity toParty = new Entity("activityparty");

toParty["partyid"] = new EntityReference(entityname, entityid); [EntityReference of existing email's "to"]
fromParty["partyid"] = new EntityReference("systemuser", userid); [EntityReference of existing email's "from"]
email["from"] = new Entity[] { fromParty };
email["to"] = new Entity[] { toParty };

email["subject"] = [existing email's "subject"]
email["description"] = [existing email's "description"]
email["regardingobjectid"] = new EntityReference("opportunity", opportunityId); [EntityReference of opportunity]

Regards,

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RaviKashyap 55,410 Moderator on at

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Hi Erik,

Is it CRM Online? Are you tring to create emails on lead qualify to opportunity? If yes then you dont need a plugin as this is an out of box functionality.

Hope this helps.

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