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Copy specific emails from the Account timeline to Opportunity

Posted on by 27

Hi everyone!

I have some task to research the ability to copy a specific email (emails) from the Account timeline to an Opportunity record.

Well, there are a lot of topics that describe email activity on Opportunity. But I want to figure out if it's possible somehow to copy (some button on each email in the timeline) a specific one and the ways to deal with this issue using Dynamics.

I will be thankful for any suggestions about it.

P.S. We use Dynamics 365 online version.

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 7,370 Super User 2024 Season 1 on at
    RE: Copy specific emails from the Account timeline to Opportunity

    But I have a concern that if you will create this activities again it will also include the recipients. and this activities will be sent again to them.

  • Suggested answer
    Nya Profile Picture
    Nya 29,054 on at
  • RE: Copy specific emails from the Account timeline to Opportunity

    Yes, that would be great.

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 7,370 Super User 2024 Season 1 on at
    RE: Copy specific emails from the Account timeline to Opportunity

    You want to create a copy and then you want to attach that on the opportunity?

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