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Add a new field to the default Phone Call Entity

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Posted on by Community Member Microsoft Employee

The default 'Phone Entity' includes a N:1 relationship Lead_Phonecalls which places the 'business phone' in the 'Phone Call' entity taken from the 'Lead' entity.
I would like to do the same for 'Company' field taken from the 'Lead Entity' and place in the 'Phone Call' entity.

I replicate the Lead_Phonecalls relationship making the necessary mapping changes, however it does not display the company name as required

The only difference is the Type of Behaviour, I cannot select 'Parental' in the new N:1 relationship.

Please could someone advise on a method of getting around this and achieving my objective.

thank you

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Community Member Microsoft Employee on at

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RE: Add a new field to the default Phone Call Entity

I'm still trying to complete the above task, I've been unsuccessful with relationships and mapping.

The default 'Phone Call' Entity displays 'Lead' entity data taken from fields 'Business Phone' & 'Full Name'

In the default 'Phone call' entity the 'Business Phone' is 'Phone Number' a parental relationship.

*** The 'Full Name' field is 'to' field with a data type: 'Party List'****

How could I replicate this to display the 'Company Name' in the default 'Phone Call' entity

Where am I going wrong? I'm finding what should be a simple task quite difficult

thank you
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Community Member Microsoft Employee on at

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RE: Add a new field to the default Phone Call Entity

Mike, try it the other way around, 1:N form Lead to the Phone call instead.

If you create a referential one, you can then add the company mapping in.

Hope this helps.

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