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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Timeline Activities
Customer experience | Sales, Customer Insights,...
Suggested Answer

Timeline Activities

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Posted on by CU23101232-0 6
Hi all, I'm wondering if there is a way to link timeline activities/notes between entities?  E.g. if a note is written in one entity that note can be viewed in another completely separate entity.  I am looking for a way of tracking a customer journey throughout different entities. 
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  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Moderator on at
    It seems there isn't a direct way to achieve this, but a possible workaround is to create a custom entity and add lookup fields for the parent entities you want to connect.
     
    You can then associate activities and notes with this custom entity. After that, add a rollup subgrid of activities from the custom entity to the parent record.
     
    If you need to view all activities on a single record, this solution could be implemented.
     
     
    Thank you,
    Amit Katariya
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan Moderator on at
    Hi There,
     
    You can use power automate flow to copy notes on different entities.
     
    MS recently introduced a feature where you can link email to multiple records (its in preview):
     
     
    Thanks
    Affan
    If my suggested answer has helped, please mark it as verified.
     
  • CU23101232-0 Profile Picture
    CU23101232-0 6 on at
    Thank you, both very helpful answers.  In regards to using the 'Related' field, can this also be used for Posts? 
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan Moderator on at
    Hi There,
     
    As of the the related field is only available for email activities , which gives an option of associating multiple records (Still in preview).
     
    As far as your question is concerned, all activities have a regarding field which can be used to associate the activity with a record.
     
    So if post is an activity you will see a regarding field to associate it with a record.
     
    Hope that help, if it did please mark my both answers as verified.
     
    Thanks
    Affan

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