Copy specific emails from the Account timeline to Opportunity

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Posted on by Yurii Pernarovskyi

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.

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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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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Yurii Pernarovskyi 27 on at

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RE: Copy specific emails from the Account timeline to Opportunity

Yes, that would be great.

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Nya 29,060 on at

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RE: Copy specific emails from the Account timeline to Opportunity

Hi,

Here are two similar issues which may help you.

(+) Copy email from one entity to another - Microsoft Dynamics CRM Forum Community Forum

(+) Copying Activities from one Entity to another Entity - Microsoft Dynamics CRM Forum Community Forum

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Amit Katariya007 10,409 Super User 2025 Season 2 on at

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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.

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