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如何导入Phone Call 中的Sender、Recipient RRS feed

  • 问题

  • Recipient、Sender对应多个实体,当同时选择多个实体记录
    如:Recipient 既选择了客户,同时也有联系人,导入的时候无法关联到,这样的情况该如何导入?
    默认高级查找导出的数据格式是“客户; 联系人”。
    用CSV前台导入向导或数据迁移工具皆可。
    2009年6月12日 7:10

答案

  • 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
    2009年6月12日 19:37
    版主

全部回复

  • 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
    2009年6月12日 19:37
    版主
  • 是否有前台的方式,因为当只有一个记录的时候,他是可以自动去那几个实体中找可以对应的记录的。
    是否是数据有特别的格式要设置?
    尽量不用程序导入,就不用程序导入

    是3.0系统升级为4.0系统,并且源系统的数据在4.0中要分组织,没办法直接升级,只能安装后导入数据。
    是否有好的数据迁移建议?我是希望最好这种数据导入方式,能够不写程序,和不懂crm的普通业务人员都能做。
    2009年6月12日 22:43