How can I see the PartyID of a contact?

PartyID is not available by design in the Microsoft 365 Designer, but you can expose it.

  1. In a sandbox, navigate to Application Composer.
  2. Expand the Contact object and click Fields.
  3. Create a Formula Field of type Text with these values:
    • DisplayLabel: Contact Party ID
    • Name: ContactPartyId
    • Include in Service Payload: Checked
    • Expression - use this Groovy script: if(PartyId) return PartyId;
  4. Save your changes.
  5. In Application Composer, navigate to Productivity Applications Setup > CX Sales for Microsoft 365.
  6. In the Microsoft 365 Designer, expand Contacts and click Details.
  7. Duplicate the standard layout.
  8. Drag and drop Contact PartyID from the Available Fields onto the custom layout.
  9. Save your changes.
  10. Contact Party ID appears in your Contacts custom layout in the add-in.
  11. Publish the sandbox according to your company's business practices.