Copy tracked email from account to opportunities

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I want to do following case (logic not smart, but let's try to help)

Click track button in Outlook on email - works
Get email in account social pane(feed) automaticaly- works
Somehow copy email(or make it appear) in opportunity (all child opportunities) social pane(feed) - need idea how to do this

I thought about creation of additional field opp_id in email entity and relation between email and opportunity. Then real time process which update opp_id field in email every time when have new email in crm.

What do you think? Will it works? The most important - to see this email from account in opportunity social pane - in other word make to simillar feeds with history in account and opportunity

The same case then do with note

Thx a lot!

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Community Member on at

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RE: Copy tracked email from account to opportunities

Hey,

Any other ideas, how to copy activities(emails) from account to child opportnities?

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Community Member on at

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RE: Copy tracked email from account to opportunities

Thx for your question, I expected this - and my answer is simple:

1. If somebody forgot to use "set regarding" then we ll have gap in communication in opportunity social pane

2.If we enable "track emails from contacts" option then emails from clients automaticaly go to account social pane - this is very cool, but we ll not see then on opportunity entity

I understand that it is different from classic crm logic. But our goal to achive this idea- get full client's communication history from any entity. This means that i want to receive emails that are tracking automaticly and each manager can see same history in account and opportunities- opposite logic than now in dynamics crm (all activities from opp going to account).

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BJMcmullan 720 on at

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RE: Copy tracked email from account to opportunities

This may be naive of me to ask, but why don't you just use the "Set Regarding" button rather than Track on the email in Outlook to tie it directly to the Opportunity? That would tie it directly to the opportunity and you'll also see it in the Social Pane without any additional customization.

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Community Member on at

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RE: Copy tracked email from account to opportunities

Can you pls tell what option exactly could work?

At this moment i can't see visible process how to put all activities from account to child opportunities - make one view of social pane in this 2 entities

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Abhishek_Sinha 665 on at

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RE: Copy tracked email from account to opportunities

Hi,

Try this option it should work

community.dynamics.com/.../expanding-add-activity-options-on-crm-2013-forms

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