News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics 365 | Integration, Dataverse... Activity is not linked...

Microsoft Dynamics 365 | Integration, Dataverse...

Answered

Activity is not linked to Old Entity when converted to Opportunity. How this can be achieved?

(0) Share

Report

Report

Posted on by Community member

3

Hi Team,

Need your suggestion on below Possibility.

Example: Activity Type as /Task/ is created from Account so /Regarding/ field in task have Account Name Linked to it.

When Task gets converted to Opportunity that Task gets linked to Opportunity under opportunity's Activity where Regarding field in Task is linked to Opportunity.

Now, This task is no more linked to Account,

Is there any way how i can achieve this. Means, Even Task gets converted into Opportunity then i want to see Account into task Activity.

Regards:

Preeti

All responses Img

All responses (1)

Answers Img

Answers (1)

Verified answer

Leah Ju Microsoft Employee on at

Like (1)

Report

Activity is not linked to Old Entity when converted to Opportunity. How this can be achieved?

Hi partner,

In the task form, the regarding field will be changed to opportunity when you convert the task to opportunity.

But you can still see the task on the timeline of the account:

If you want to view account on the task form, you can create one account lookup on the task form, then copy regarding value to new created lookup when you convert the task to opportunity.

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2

Martin Dráb 230,445 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Get batch job history log from D365 FO to Power Automate

Product updates

Dynamics 365 release plans