web

You’re offline. This is a read only version of the page.

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) Using of Appointment, ...

Microsoft Dynamics CRM (Archived)

Using of Appointment, need some help on regarding this field.

(0) Share

Report

Report

Posted on by Berry Wong

60

Hi there

This is my case, I have an appointment with different company. Which company should put in regarding?

Actually this appointment does not regarding to either 1 involved company.

For example just a Lunch meeting with 2 company and 4~5 contact.

I should create 2 appointments? or 1 appointment?

I know I can put 1 company to regarding, other to require field. But I think little odd to explain which company should put in regarding.

please advise

Thx a lot

*This post is locked for comments

I have the same question (0)

All responses Img

All responses (2)

Answers Img

Answers (1)

Suggested answer

Frank Lee 4,617 on at

Like (0)

Report
Copy link

Link copied!

As you'd observed - the regarding field only supports 1 CRM entity.

I would try open the appointment in CRM and use the connections to link to more than 1 company.

Was this reply helpful? Yes No
Verified answer

RuneDaub 3,795 on at

Like (0)

Report
Copy link

Link copied!

You should not use regarding or connections for this.

On appointment you should instead use Required and Optional fields.

Those 2 fields are party fields and can contain multiple accounts, contacts etc at the same time.

Was this reply helpful? Yes No

Helpful resources

News and Announcements

Sign Up for Ask a Community Pro Today!

Introducing our New Video Series: Community Spotlight

Quick Links

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1

ZS-27011425-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans