Activities with multiple related records
#Activity, #Timeline, #MultipleRecords
Last updated
#Activity, #Timeline, #MultipleRecords
Last updated
Hello friends,
Today i wold like to share the new feature of the Release Wave 2 - this is Associate activities with multiple related record. Hopefully can be help... 😄
As before, an Activity just only regarding to 1 related record and my client who always asked me how we can show this activity record in multiple timeline.
The example: We have the Opportunity 1 and this Opps record is belong to Contact A1 and Account A. Now, when the Sales man who did interaction on Opps 1 by create activity record (Task, Appointment, Email). Then the Sales man want to see the all Opps 1's activities on Timeline of Contact A1 and Account A.
So now, how we can configure that?
I create 1 custom entity called "History" to store the interaction histories for Contact/ Account in case by case.
As the above example, I had created some Workflow which was applied on Task, Appointment, Email created from Opportunity. This Workflow will create record History for Activity. Contact and Activity. Account when activities record created (of course: Regarding. Opportunity <> null).
After that, on the Timeline of Contact/ Account will be displayed these History records instead of Activities record.
Okay, so now, with the new feature, how we can do ???
Actually, Microsoft has updated for your environment and you just open Form then configure. 😄
I back to my solution and open Main form of Contact
Now, you select the Timeline area >> in the right panel, scroll down and find Related records as above.
After that, choose the Related record. As my sample, so I will click to select Opportunity >> click Enable to show Opportunity's activity records into Contact timeline
Currently, the Entity (OOB) that applied this functionality is based on the application that you installed. I also checked but cannot enable it for another custom entity.
D365 CE: Account, Contact, Case, Order, Quote, Opportunity, Lead
Power Platform: Account, Contact
On Opportunity, I created 1 Task and 1 Appointment record as bellow:
Now, I will open the Customer (Contact) record and all Opportunity's activity will be shown on Contact Timeline as my expectation.
Hopefully, we can enable and configure for any custom entity that we want in the near future. Please Microsoft... !!! I'm still waiting ... 🎉 [NTD]yns.asia
