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I am building Power Apps/Model Driven Apps using the Common Data Service but I think the functionality for Connections would appear to be the same/similar to D365 Sales and I imagine this group has much greater experience in this question compared to a CDS/PA group.
What research I have done so far:
1.I have reviewed this documentation: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/help-hub
2. searched for Connections in this forum but nothing addresses my question.
3. Looked at some 3rd party partner videos.
Can anyone tell me their thoughts on the fact that "Regarding" seems to accept a single entry. Take a simple use case of emails to Contacts. I can understand why I might not want to clog all contacts timelines with activity just because they are copied on an email. However, do I really have to limit to one the Contact? Perhaps there are two people in the chain on whose Timeline I would want that to appear.
Are there any discussions or best practice that anyone could direct me to.
In addition to the Timeline of Regarding records, emails will also appear in the Timeline of other related records.
So even if Regarding has only one record, the email will still appear in the timeline of multiple records.
1. For OOTB entities, such as Opportunity, Quote, Order, etc., if Regarding is these entities record, this email will also appear in the Timeline of their customers (Account and Contact).
2. For OOTB 1:N relationships, such as Account and Contact, etc., if Regarding is related entity record (Contact), this email will also appear in the Timeline of their primary entity record (Account).
3. The email will appear in the records of To, Cc, BCc.
4. For custom entities, we can set the Rollup View of Relationship Behavior to define whether the activities of related entity will appear in the Timeline of the primary entity.
I understand where you are going with talking about some of the more advanced benefits of Regarding...but i can't even get the simple use case to work in a sensible way. I am wondering if I am seeing the same behaviour as you.
If i send an email to Keith and Adam (screenprint 1), Keith is automatically flagged in the Regarding field as the first recipient and it shows on his timeline. (No screenprint but it does).
However the email does NOT show in Adam's timeline.(see Screenprint2) Is this what you would expect.
This is not expected behavior.
I tested the same scenario in my environment, and this email appears in the Timeline of all the recipients, regardless of Regarding.
Is refreshing Timeline useless? Please try clearing the browser cache or changing another browser.
changed from chrome to new edge...in private. changed second addressee from a contact who also happened to be a user to a new, fictional contact with an external email address:
You think this is not expected? Separately, I am finding some differences between CDS and D365 on the related activity views which is being investigated by support. I thought this was just how Regarding/Timeline worked, and my question was more 'why does it work this way'. But your reply suggests it may be either an intended or unintended difference between the two platforms?
In my opinion, this may be due to design.
D365 itself has some unique solutions to meet some business needs, while Power Apps is a more general app platform.
I would recommend you confirm this idea in the Power Apps Community.
yes..thanks...i think you are absolutely correct. I actually started on that forum but i came here thinking you Dynamics guys would have a longer-standing perspective on how this should work.
i have also raised a support ticket, as in addition to this question, CDS associated activity reporting seems to be 'broken' and showing way more than it should
its one thing to say 'by design' and another to get to talk to the people who might own/understand that design....i don't think the documentation goes to this level of detail
and finally...have you any idea how i could configure the timeline filter? is it user configurable??
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