建议自己写一个 .net application 通过 web service 来导入。 因为 Recipient, Sender是一个 ActivityParty 数据。 CRM 的 Data Import Tool 不可以容易的导入那些字段。可以参考一下我的 blog.
http://msdynamicscrm-e.blogspot.com/2008/12/create-activities-using-dynamic-entity.html
To create an activities using dynamic entity is pretty straight forward, however I got stuck when I have to deal with the sender and recipient fields on a phone call, email, appointment and fax activity. Sender and Recipient field are ActivityParty type, I have done some research online and I was not able to find a way to associate the two fields to an activity using the dynamic approach. After going through the SDK and I was able to figure it out. I would like to share it since you might have to do the same in your next project.
Method 1: Not using Dynamic Entity
activityparty actParty = new activityparty();
actParty.partyid = new Lookup();
actParty.partyid.Value = new Guid("ENTER CONTACT GUID");
actParty.partyid.type = "contact";
activityparty actParty2 = new activityparty();
actParty2.partyid = new Lookup();
actParty2.partyid.Value = new Guid("ENTER USER GUID");
actParty2.partyid.type = "systemuser";
phonecall call = new phonecall();
call.from = new activityparty[] { actParty };
call.to = new activityparty[] { actParty2 };
call.description = "Test";
crmService.Create(call);
Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
