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Customer experience | Sales, Customer Insights,...
Answered

Merge date fields (ScheduledStart/ScheduledEnd/ActualStart/ActualEnd) on ActivityPointer entity

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Posted on by 29
Hello,
 
My team uses ActivityPointer entity to track the activities (phone calls, appointments and tasks). The problem is that ActivityPointer entity has four different date columns: ActualStart/ActualEnd for Phone Calls and ScheduledStart/ScheduledEnd for Appointments and Tasks. It causes issues with filtering and stretches the view in Dynamics, so we would like to merge these fields together, so there is only one field for Start Date and one field for End Date. Optionally, which would be even better, we would like to present ActualStart/ActualEnd fields (for Phone Calls) as ScheduledStart/ScheduledEnd. 
 
I tried to change the mapping of the entity relationship, but this option seems to be systemically disabled. I also tried to run flow that would update ScheduledStart/ScheduledEnd fields with ActualStart/ActualEnd fields whenever Phone Call is created or modified, but I have received an error that ActivityPointer entity can not be updated.
 
Could you please suggest any solution?
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  • Verified answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi,
     
    You should update the PhoneCall entity instead of the ActivityPointer entity in your flow.
     
    According to the Microsoft documentation.
    The messages supported by the active pointer entity do not include the update.
    Therefore, you will receive an error.
     
    For the PhoneCall entity, it supports the update in its messages.
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     
  • Jacob Klein Profile Picture
    29 on at
    I didn't think of this solution, but updating the PhoneCall entity really allows to update 'ActivitiyPointer' entity fields in Power Automate.
     
    Thank you for your help. It worked.

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