Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
We have recently started using click dimensions and wondering if there is a way where we can show click dimension emails as one of the Activity type on an activity grid of contact or lead records like highlighted below showing different Email Events of Click Dimensions:
Hi, I don't think so as it's not an Activity Type Entity however you could display them on a subgrid on a Contact record.
Thanks for your reply.
Thats what i have done but was thinking just in case if i could create a new activity type and somehow being able to fetch data from Click dimensions and display.
I guess you could create a custom activity entity and copy the values across on create but that would double your storage issue and CD can hog that enough as it is, I mean you could delete the original CD one but it's not the best solution.
Thinking about this again, I sent out a Click Dimension email to a client and now i want to show it on the Client record under the Activity grid as a Click dimension Activity type similar to emails phone calls being displayed.
If i create a new new Activity Entity say CD- Emails... how can i populate or create this new activity entity CD-Email, on a successful sent event of Click dimension email.
Create a background workflow on succesful send of CD email that creates your new activity record and set the regarding field to the CD email.
Business Applications communities