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How can u change the activity form on the workorder exactly the same as on the account.

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On the account entity you can see to whom the email message is send. You see the contactperson. But on the workorder you don't have that option. I have similar form in the portal but cannot find the option.

Workorder :

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Dengliang Li Microsoft Employee on at

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How can u change the activity form on the workorder exactly the same as on the account.

Hi,

Has the issue been solved?
Have there been any updates? Please feel free to ask me if you have any questions!
If it has been resolved, can you mark the response as an answer?

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Community member 2 on at

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How can u change the activity form on the workorder exactly the same as on the account.

Thank you very much!

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Dengliang Li Microsoft Employee on at

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How can u change the activity form on the workorder exactly the same as on the account.

Hi,

The /ContactPerson/ you are referring to is the summary view of activities.
The summary view of activities displays records related to activities on the timeline.

Add and configure the timeline control in Power Apps - Power Apps | Microsoft Learn
Configure Rollup view for activities with Dynamics CRM/365 - Microsoft Dynamics 365 CRM Tips and Tricks (inogic.com)

For example.

This email is associated with a contact.

This email shows a record of the relevant contact on the timeline.

Activity has the regarding set to an Opportunity, Quote, Order, Invoice, Case and Contract, a limited list of OOB entities.

If you want to display these records on the activity records of the timeline.
For example, displaying related contact records requires a 1:N entity relationship between the current entity and the contact.

However, the relationship between the Work Order entity and the Contact entity is N:1.
Therefore, the activity records of the timeline in the Work Order entity cannot show the related contact records.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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