Knowledge Base
Using an Activity Party
Browse Common Categories
Getting Started with SmartConnect.com
Installing and Configuring SmartConnect 21
Creating an Integration Process
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
Importing and Exporting Integrations
Maintaining Setup Options
Navigating the Dashboard
Setting Up Additional Functionality
Working with Dynamics 365 Business Central
Working with Dynamics 365 Sales
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
Working with Dynamics CRM
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using an Activity Party
- Using an Entity Lookup
Working with Dynamics NAV
Working with File Options
Working with Generic Connections
Working with Salesforce
Working with SQL Server
Working with the REST Connector
Using an Activity Party
- On the Integration tab click on Additional Columns tab.
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Click on Add Additional Column button.
- The Additional Column window will open.
- Name – enter a name for the column.
- Tab off the Name field to enable the Type field.
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Type – select Activity Party from the Type dropdown list.
- Click Add Activity Party.
- From the Entity dropdown list select the entity to be linked.
- From the Column dropdown list select the source column that contains the entity reference to be linked.
- Add extra rows if required.
- Click Save to save the column settings.
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