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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.
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.
Hi,
Here are two similar issues which may help you.
(+) Copy email from one entity to another - Microsoft Dynamics CRM Forum Community Forum
Yes, that would be great.
You want to create a copy and then you want to attach that on the opportunity?
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André Arnaud de Cal...
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Martin Dráb
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nmaenpaa
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