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Connect/Relate Activities Together

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Posted on by d365user123

Hello,

Is it possible to connect activities to one another. I am using d365 Sales and I have a list of activities that need to be completed by different users. What I want to see is for a client a list of the tasks required to be completed for them, who is working on the tasks and which ones are done.

Any ideas how I can achieve this and relate the tasks to each other?

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Vipin J 1,603 on at

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All activities are having regarding fields which could be associated with the customer like (Account or Contact).

Under any Contact or account you would then have related tab which can list down all the activities under it.

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Mohsin Ali 3,634 on at

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You can apply filters based on the owner of that task.

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