web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

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

(0) ShareShare
ReportReport
Posted on by 905

Hello,

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

Enabled-Create-Activity.png

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.

Appointment-Column.pngpastedimage1681326280709v1.png

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

  1. When an appointment is created regarding our custom table.
  2. Loop through the required attendee's record type dynamically based on the record selected from which table is coming.
  3. 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

  • EBMRay Profile Picture
    905 on at

    Hello Leah Ju,

    I would appreciate your assistance on this topic.

    Best regards,

    EBMRay

    Liquid error: Exception has been thrown by the target of an invocation.Liquid error: Exception has been thrown by the target of an invocation.Liquid error: Exception has been thrown by the target of an invocation.
  • Liquid error: Exception has been thrown by the target of an invocation.
  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    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).

    pastedimage1681724197237v1.png

    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.

    pastedimage1681724520428v4.png

    Output:

    pastedimage1681724495653v3.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
11manish Profile Picture

11manish 38 Super User 2026 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 32 Super User 2026 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 30 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans