Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

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

(0) ShareShare
ReportReport
Posted on by 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

  • Verified answer
    RuneDaub Profile Picture
    RuneDaub 3,795 on at
    Re: Using of Appointment, need some help on regarding this field.

    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.

  • Suggested answer
    Frank Lee Profile Picture
    Frank Lee 4,616 on at
    Re: Using of Appointment, need some help on regarding this field.

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,111 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,934 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans