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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to create a party ...
Microsoft Dynamics CRM (Archived)

How to create a party list in CRM

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Posted on by Community Member

Hi 

I want to create a party list with the same functionality that is in the add Phone which is the activity. 

If i select the incoming

the "From" Field must be to "Contacts " TO must be  "Users"

If Outgoing 

the "From" Field must be to "Users" TO must be  "Contacts"

How to achieve this .. Or can't?????

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: How to create a party list in CRM

    Hi,

    Use the below code to create the party list :

    // Create a new activity party linked to a contact

    Entity party1 = new Entity("activityparty");

    party1["addressused"] = "some@email.com";

    party1["partyid"] = new EntityReference("contact", contactId);

    // Create a new activity party linked to a system user

    Entity party2 = new Entity("activityparty");

    party1["addressused"] = "some@email.com";

    party1["partyid"] = new EntityReference("systemuser", systemuserid);

    // Create a new EntityCollection and add the 2 parties

    EntityCollection to = new EntityCollection();

    to.Entities.Add(party1);

    to.Entities.Add(party2);

    // Create an phone with the EntityCollection

    Entity phone = new Entity("phone");

    phone["subject"] = "Test Party Lists";

    phone["to"] = to;

    _sdk.Create(phone);

  • Suggested answer
    Aman Kothari Profile Picture
    Aman Kothari on at
    RE: How to create a party list in CRM

    Hi,

    Try below link

    msdn.microsoft.com/.../hh372955.aspx

    Thanks

  • Suggested answer
    MicroXware Profile Picture
    MicroXware on at
    RE: How to create a party list in CRM

    This is easily accomplished in CRM 2013 using Javascript. There is a way to accomplish this record type filtering in CRM 2016 Please refear to Scott Florance article Setting Entity Lookup Defaults on Party Lists in Dynamics CRM 2016 at www.ktlsolutions.com/.../setting-entity-lookup-defaults-party-lists-dynamics-crm-2016

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