Customer experience | Sales, Customer Insights,...

Add activities from tables multiple relationships down

(1) Share

Report

Posted on by CU03091316-0

164

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

I have the same question (0)

All responses (2)

Answers (0)

CU03091316-0 164 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

Vahid Ghafarpour 11,928 Super User 2025 Season 2 on at

Like (2)

Report

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

Was this reply helpful? Yes No