Normally, an activity entity like email or phonecall have 1 regarding object (e.g. an account).
Is there an easy supported way to have many regarding objects?
e.g. a phonecall with a reference to an opportunity and account
Thanks
Normally, an activity entity like email or phonecall have 1 regarding object (e.g. an account).
Is there an easy supported way to have many regarding objects?
e.g. a phonecall with a reference to an opportunity and account
Thanks
thanks, but this is a very static way to solfe my Problem. I Need more flexibility
In that case you need to create a custom lookup field on that activity as optIona like field & place it on form
After this you can use business rules to show/hide this custom field
Hope it answers
OK, but this is not what I need
I want to have a relationship to many regarding objects for the activity (e.g. phonecall)
Hi,
The way I understood is that if you create phone call activity at opportunity it should also be visible at account level right?
If this is what you are looking then it’s by default feature of dynamics CRM, if you go and check the relation of opportunity & account it will have parental relation which means any activity’s at opportunity level is by default visible at account
Hope this answers
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 284,876 Super User
Ludwig Reinhard Microsoft Employee
Martin Dráb 225,425 Super User