Creating Relationship between a lead and sales literature in Dynamics 365 CRM

Question

I just got a requirement for asp.net webforms app, which has to integrate with MS Dynamics 365 CRM. I have never done dev for Dynamics 365 but anyhow I've managed to connect with CRM using .net sdk and created a Lead and Sales Literature entity. My intent is to achieve what we can do by going to Dynamics 365 portal --> Lead --> related --> Activities--> Sales Literature:

So, I want to establish relationship between these two entities (lead and sales literature) using .net sdk, here is my code:

 AssociateRequest association = new AssociateRequest

            {

                Target = new EntityReference(leadEntity.LogicalName, leadid),

                RelatedEntities = new EntityReferenceCollection

                {


                 new EntityReference(SLEntity.LogicalName, SLID)
                },

                Relationship = new Relationship("Lead_SalesLiterature"),
                RequestId = new Guid()
            };

           // Execute the request.

           CRMService.Execute(association);

But the code fails to establish the relationship on CRMService.Execute(association); saying that:

System.ServiceModel.FaultException`1: 'The Entity Relationship with SchemaName = 'SalesLiterature_Lead' was not found in the MetadataCache'

I have checked both Lead Entity Reference and Sales Literature Entity Reference but not finding Schema name for this relationship. Am I missing something or this is not possible?

Arun Vinoth Arun Vinoth · Accepted Answer · 2020-05-05T18:24:19

I strongly believe that the "Sales Literature" showed in your screenshot is a custom activity entity, and it's not the same as OOB "Sales Literature" entity.

To create a custom entity (activity) with a Lead as regardingobjectid can be done using this code. Just replace the task with your entity name

           Entity followup = new Entity("task");
           followup["subject"] = "Sample task - an activity";
           followup["description"] = "Sample description";

           followup["scheduledstart"] = DateTime.Now;
           followup["scheduledend"] = DateTime.Now.AddDays(2);

           Guid regardingobjectid = new Guid("26ADDD07-D9F4-E711-8138-E0071B715B11"); //leadid
           string regardingobjectidType = "lead";
           followup["regardingobjectid"] = new EntityReference(regadingobjectidType,regardingobjectid);

           // Create the followup activity
           CRMService.Create(followup);

Creating Relationship between a lead and sales literature in Dynamics 365 CRM

2 Answers