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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Creating an activity f...
Microsoft Dynamics CRM (Archived)

Creating an activity for multiple opportunities

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Posted on by Chris Paoli 440

I am in the real estate business and us opportunities for the properties we are marketing.  Many of our advertising campaigns apply to multiple properties, ie a magazing will have up to 20 properties in it.  i would like to create one activity record and assign it to all of the applicable properties (Opportunities) and have it show up in the activity record.  the goal is to print an activity record for my client, which shows them what we have been doing.

we are using crm2011 online

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  • GL-23071537-0 Profile Picture
    GL-23071537-0 Microsoft Employee on at

    Hi Chris,

    Are you currently tracking your Ad Campaigns in CRM as Campaigns?  

    The first thing you need is a place to track the Ad Campaign--you could use the out-of-the-box Campaigns OR create a new custom entity to track these.  

    Then you need to link that to the Opportunity through a N:N (Many-to-many) relationship.  You can do this by creating a direct relationship between the Campaign and the Opportunity, or you can create a "middle entity" that contains additional attributes of the relationship.  I would need to know many more things about how you intend to create and use this information before I could recommend the best architecture.

  • Chris Paoli Profile Picture
    Chris Paoli 440 on at

    This sounds complicated.  I was really hoping for a simple solution.  the goal is to save time.  Right now we do not track any add campaigns with crm.  ultimately i just want the activity tracked under the opportunity record for reporting purposes.  is it possible to assign an activity to multiple opportunities?  

  • GL-23071537-0 Profile Picture
    GL-23071537-0 Microsoft Employee on at

    H Chris,

    It does not do this out-of-the-box.  The Regarding field on the activity looks up to only one opportunity.  You will have to create at least one N:N relationship to meet this requirement.

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