Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Retrieve All Activities associated with a Contact Record - ? RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi, I have a requirement for a data migration to identify all activities with a contact record and do some cleanup task.

    The activities include all major types e.g. Email, Phone Call, Appointment, Fax, Letter, Task etc.

    I need to identify all where the Contact is in:

    Appointment(Organizaer, Optional/Required Attendee, Regarding)
    Email(From, To, Cc, Bcc, Regarding)
    PhoneCall, Fax (Sender, Recipient, Regarding)
    etc...

    I think CRM displays all these activity records in the Contact's associated Activities View.

    Is there anyway I can query this list of records directly to use in data processing?

    Please suggest.

    Monday, June 8, 2015 10:29 AM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    You might be able to use the following.

    In Advanced Find if you : Look for Activites -> Select (Activities Parties (Activity)) -> Party Equals your contact.

    There you can Download the Fetch XML and modify insider your code by replacing the Contact ID with the ones you are searching for.

    The activity party contains information on what record (f.e. contact) is connected to Regarding objects (f.e. Email, Phonecall, etc), Participation Type will tell you somewhat what field it is from (F.e. BCC, Sender, To, etc)

    Hope this helps in some way.

    Halldór Jóhannsson

    • Marked as answer by CRMAdmirer Monday, June 8, 2015 1:13 PM
    Monday, June 8, 2015 10:43 AM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    You might be able to use the following.

    In Advanced Find if you : Look for Activites -> Select (Activities Parties (Activity)) -> Party Equals your contact.

    There you can Download the Fetch XML and modify insider your code by replacing the Contact ID with the ones you are searching for.

    The activity party contains information on what record (f.e. contact) is connected to Regarding objects (f.e. Email, Phonecall, etc), Participation Type will tell you somewhat what field it is from (F.e. BCC, Sender, To, etc)

    Hope this helps in some way.

    Halldór Jóhannsson

    • Marked as answer by CRMAdmirer Monday, June 8, 2015 1:13 PM
    Monday, June 8, 2015 10:43 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi, Thanks for the quick reply. That was helpful.

    Monday, June 8, 2015 1:13 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Glad to hear, good luck with your implementation 8)

    Halldór Jóhannsson

    Monday, June 8, 2015 1:14 PM