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Appointment - Query "PartyList" using Power Automate to indicate record type

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Posted on by EBMRay

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Hello,

I have a custom entity enabled for "Create a new activity" as per the below screenshot:

In the appointment quick create form we have the required attendees the datatype is "PartyList" so that the user can select the type of record which should be notified for the meeting or appointment.

In our requirement, we need a power automate flow that does the following:

When an appointment is created regarding our custom table.
Loop through the required attendee's record type dynamically based on the record selected from which table is coming.
Send an email to those users.

The tricky part of that flow is how we can know the record type values selected so that we can know from which table are those records.

Example: I might create an appointment and select the required attendees from the contact table. Another scenario might be creating an appointment by selecting the required attendees from my custom table.

My last question is how the "PartyList" will know that the record types have a valid email address as a custom field in that custom table and rely on it to send out the email if you are creating a normal appointment without a team meeting toggle enabled.

Could you please provide an example of this flow and how it can be done?

Any help is greatly appreciated.

Best regards,

EBMRay

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Leah Ju Microsoft Employee on at

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RE: Appointment - Query "PartyList" using Power Automate to indicate record type

Hi EBMRay,

CRM Activity Party List field is a special type of lookup field which refers to multiple entities. This field is not directly visible in the Web API for the entity. To hold or store these multiple entities references, Microsoft has provided a special type of entity named Activity Party.

So you can list 'Activity Party' entity:

Filter:

1)Provide the activityId. This will be the GUID of your Activity(appointment).

2)Provide the participationtypemask: It can be obtained from the table above, depending on the value you need to obtain (RequiredAttendee).

3) You will need the field PartyId, which is the GUID of the Account/Contact/Lead. Using the partyId you can also determine the type of the entity.

Output:
EBMRay 873 on at

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RE: Appointment - Query "PartyList" using Power Automate to indicate record type

Hello Leah Ju,

I would appreciate your assistance on this topic.

Best regards,

EBMRay