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Power Platform - General

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Jul 9, 2024

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  • The article discusses a new feature in Dynamics 365 that allows users to link activity records to multiple parent records.
  • Users can now link activity records to Accounts, Contacts, Leads, Opportunities, and the user record creating the activity link.
  • Configuring this feature requires a small tweak to the existing activity table in the solution.
  • The Related column with PartyList datatype needs to be added to the Email entity main form to enable linking to multiple records.
  • Users can associate one Email record with multiple records simultaneously, eliminating the need for duplicate activities for each record.
  • The Email record will appear on the Timeline of all selected records in the Related column.
  • This feature is a long overdue improvement that streamlines the process of linking a single activity with multiple records in Dynamics 365.
  • The article concludes by encouraging readers to stay tuned for more updates on the Microsoft Dataverse.

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