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Add activities from tables multiple relationships down

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Posted on 30 Oct 2024 13:04:38 by CU03091316-0

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I want to add activities from tables that need info from other tables to connect them to the customer.

Example: contact - car owner - car.

In the example, a car is owned by a car owner. The car owner can be a contact or an account. How do I link all the cars owned by a contact as activities in CI-D? The ultimate goal is for instance to segment all car owners of a given brand or model, an info which is in the car table

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CU03091316-0 128 on 31 Oct 2024 at 10:32:46

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Add activities from tables multiple relationships down

Custom relationships helps for segmentation, but do not solve the activity linking for the customer card. If dont see where I can get a join where I display fields from multiple linked tables in the activity
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Vahid Ghafarpour 8,098 Super User 2025 Season 1 on 30 Oct 2024 at 20:35:58

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Add activities from tables multiple relationships down

I think you can create custom relationships between the tables

https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/relationships