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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to move activities...
Microsoft Dynamics CRM (Archived)

How to move activities from an Opportunity record to an Account record?

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Posted on by USA80 26

I need to move activities from an opportunity record to an account record.  Not sure how to complete this, any help is appreciated.  Thank you.

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  • USA80 Profile Picture
    USA80 26 on at
    RE: How to move activities from an Opportunity record to an Account record?

    I moved them over manually, by changing the regarding, thank you.

  • USA80 Profile Picture
    USA80 26 on at
    RE: How to move activities from an Opportunity record to an Account record?

    Yes I am.  I need to move the activities that are on a certain opportunity record over to a different Account record and then remove the opportunity record all together.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: How to move activities from an Opportunity record to an Account record?

    Are you talking about a specific opportunity to specific account ?, you can export activities and update regarding and import back to CRM.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: How to move activities from an Opportunity record to an Account record?

    Hi,

    It depends upon how the opportunity is linked with the activities. If it is added as a regarding, you can simple change the regarding to account and it whould work.

    However, the activities link to opportunities automatically appears on the parent account so you may don't need this.

    Hope this helps.

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