Auto-associate new entity on save

Important: Dynamics Channel Integration Framework does not send the necessary events to InteractionSync when a new entity is created and saved causing the activity created to not be automatically associated.

InteractionSync provides a workaround which issues the necessary event when the Entity form is saved. This workaround requires hooking an event on all entity forms that require association.

Note: The example below is for the Contact form only.

  1. Open the desired entity form to monitor for new entity saved.

  2. On the form, if the “Created On” field is not present on the form, add it to the form. The field does not though need to be visible.

  3. Open entity form properties.

  4. Add Form Library: isgc_entityforms

  5. Add new Event handler for Created On with the Event OnChange.

  6. Set the following parameters:

    FIeld Name Value
    Library isgc_entityforms
    Function associateActivityOnNewEntitySave
    Pass execution context enabled (True)