- Mark as New
- Follow
- Mute
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report
Hi glvarrichio,
As a matter of fact I found some kind of workaround for this.
First of all: You have to change some settings in the defenition of the dataschema.
This involves some editing of XML, so please stay with me on this one ![]()
Once you configured an external account for a certain msCRM connection, the definition of the entities you chose to use with the account is saved in a dataschema. (Administration\Configuration\Data Schemas).
You can find the schema in the namespace 'MSCRM' and it will contain the name (internal name) of the account you configured (the name is preceded by 'mscrmSchema', in my case).
In this schema you will have to find the activity (entitiy) that you want (need) to insert an activity for with a certain regarding (ie. contact) and change the defenitions of the "regardingobjectId" element to do so.
For example Letter:
Find the element defenition for "regardingobjectId":
<element desc="[lookup](account) Do not erase or modify this field." label="Regarding(optional)"
length="36" name="regardingobjectid" type="string"/>
And change the defenition to
<element desc="[lookup](contact) Do not erase or modify this field." label="Regarding(optional)"
length="36" name="regardingobjectid" type="string"/>
That's it!
Now save the schema, disconnect and reconnect to accept the changes, you should now be able to save a letter with a contactId as a regarding.
The specific changes to save a campaign response for a campaign as a regarding ,are to simply change
<element desc="[lookup](bulkoperation) Do not erase or modify this field."
label="Parent Campaign" length="36" name="regardingobjectid" type="string"/>
to
<element desc="[lookup](campaign) Do not erase or modify this field." label="Parent Campaign"
length="36" name="regardingobjectid" type="string"/>
Again: save the schema, disconnect and reconnect to accept the changes, you should now be able to save a campaign response with campaign as a regarding.
A word on the effectiveness of the workaround: We've been using this workaround for 'campaign response' , 'phonecall' and letter since go-live on september 1, 2018.
That said: I am confident that this workaround as such is suitable for 'Email', 'Task' and other activitiy-based entitites the like.
Kind Regards,
Menno
Views
Replies
Total Likes