- 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.
Registered users can view the full text for FREE!
Sign In Now!