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Multiple Contacts on a Single Account.

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Posted on by Robet.gauthier1

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We are trying to track productivity and our business rules dictate that 1 activity is one activity whether there is 1 or 10 people attending it. OOTB CRM Appointments creates as many activities to Contacts. I can't report on how many activities were actually performed in a day... If I were query activities for the day and there were 10 people at 1 and 20 at another it would look like our rep did 30 activities that day.

Anyone else run across this? How did you handle it?

RG

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Drew Poggemann 9,079 on at

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RE: Multiple Contacts on a Single Account.

Hi Robet,

What about utilizing a campaign and having this campaign be an event. You can then setup the activities all related to that campaign and when you have multiple attend it is really still a single campaign event.

This is basically how campaigns are meant to be used with multiple activities within the campaign.

community.dynamics.com/.../using-quick-campaigns-for-managing-events

Hopefully this accomplishes what you need Robet.

Thanks,

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