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Create an Account Email Activity and copy/clone to other Accounts

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Posted on by PharMerica

Business created an email activity in one Account. This email activity needs to be created to other associated accounts. Hence, the users have to create an identical email activity in each individual Account.

The ask is if D365 can copy/clone that same email activity to either:
1) Parent down to Child Accounts and/or
2) Account to other Accounts

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PharMerica 5 on at

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RE: Create an Account Email Activity and copy/clone to other Accounts

Thank you so much for your response, Eiken. I have forwarded your suggestion to the Dev Team Lead and the Product Manager for review. Thanks again...Bill...

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PharMerica 5 on at

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RE: Create an Account Email Activity and copy/clone to other Accounts

Thank you so much for your response, Pradeep. I have forwarded your suggestion to the Dev Team Lead and the Product Manager for review. Thanks again...Bill...

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Inogic 633 on at

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RE: Create an Account Email Activity and copy/clone to other Accounts

Hi,

We have an application ‘Click2Clone’ which helps you to clone email activity of one Account to another Account using Get Record feature. This feature allows users to copy related/associated child records from one record to another record within the same entity. For example, the user wants to copy only opportunity products from one opportunity to another opportunity which is already created. This is possible with Get Records functionality, as it brings child records from Source record to Target record of the same entity.

Click2Clone is a productivity app which enables users to clone/copy Dynamics 365 CRM records from any OOB as well as custom entities of Dynamics CRM to another record. With Click2Clone, users can easily clone/copy related child records and create multiple copies of any given Dynamics 365 CRM record. Some of the key features of Click2Clone are as follows –

Clone Single Record

Clone Multiple Records

Get Records

Copy from one Entity to Another

Create Multiple Copies, and many more.

You can know more about Click2Clone from our website.

Hope this helps.

Thanks!

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Eiken on at

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RE: Create an Account Email Activity and copy/clone to other Accounts

Hi,

Power automate seems to be a right approach.

Please set the Email message added as the trigger.

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Pradeep Rai 5,489 Moderator on at

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RE: Create an Account Email Activity and copy/clone to other Accounts

Hi,

please refer below link.

Also, you can use power automate to copy the email records to other accounts.

for example. Power automate will trigger on email create and based on regarding field account value. Power automate will search for other accounts if found then same email records will be created for found records.

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