web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Add activities from ta...

Customer experience | Sales, Customer Insights,...

Suggested Answer

Add activities from tables multiple relationships down

(1) Share

Report

Report

Posted on by CU03091316-0

174

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

All responses Img

All responses (2)

Answers Img

Answers (0)

Sort by

Suggested answer

Vahid Ghafarpour 12,278 on at

Like (2)

Report
Copy link

Link copied!

I think you can create custom relationships between the tables

https://learn.microsoft.com/en-us/dynamics365/customer-insights/data/relationships
CU03091316-0 174 on at

Like (0)

Report
Copy link

Link copied!

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

Join the conversation

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1

Syed Aqib Raza 125

#2

ParthPatel249 87

#3

11manish 85 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans