CRM onpremise to CRMOnline - unable to create activityparties for custom activities
I have been searching for an answer to this over the last week to no avail.
I have created the custom activities without issue, but when I try to add the custom parties to these, I am getting errors relating to the fact that the ACTIVITYTYPECODE is only showing the OOTB activitytypes. I have taken efforts to remap the source activitytypecodes to the new values already.
I read about modifying the metadata and attempted this with no success.
If anyone has any suggestions, please advise.
I've moved this to the Dynamics CRM Knowledge Base
To make custom CRM picklist values visible in the Scribe UI you need to modify DynamicsCRMAdapter2011Metadata.xml found in the Scribe directory. For this particular example search for the term:
Within that node edit the <BusinessEntityField FieldName=" activitytypecode" > node. You will see that it already contains the picklist values you are seeing in the Workbench. Add any custom values to the node to make them accessible to the DTS.
After performing the above step you will then need to remove the existing metadata for CRM and then reconnect to obtain new metadata.
- In SQL Server under Databases, select the SCRIBEINTERNAL database.
- Run the SQL scripts below against the Scribe Internal Database to review and delete the connection entries for your Dynamics CRM connection from the SCRIBE.ADAPTERMETADATA table:
Select * From SCRIBE.ADAPTERMETADATA
This shows you the the contents of the table before deleting any records. Next run the script below:
Delete From SCRIBE.ADAPTERMETADATA
Where NAME IN ('DynamicsCrm 2011 Adapter','Adapter for Dynamics CRM') and IDENTIFIER<>'DEFAULT';
Note: The Connection name in the example above must be modified to match the name of your Dynamics CRM connection as it is shown in the SCRIBE.ADAPTERMETADATA table.
- Open the Scribe Workbench.
- Open the DTS.
- Re-connect again to Dynamics CRM using the same credentials.
- Check to see if the new entry is available
Can you re-attach the error message you're seeing when querying the activity + activityparty?
Also, would you be comfortable inviting me to the Organization you're in? I'd like to browse the entities and relationships in your org? My username is Nathan.Keefe@scribesoft.com
I did attempt to reset the metadata to no avail.
The ootb activitytypecode values are still all that appear when I look at the picklist values shown in the adapter. None of the custom activity types appear.
I have also been trying to reverse engineer by adding a custom activity to CRM online and trying to query the data with Scribe.
When I query just the custom activity entity, it returns the data.
When I add the related activityparty data, nothing is returned.
When I query the activity entity, it returns data, but when I attempt to use activityparty as the related entity, I get the following error: