web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

How do I sync timelines between two custom entities (just like contact and account do by default)

(0) ShareShare
ReportReport
Posted on by 15

Hi all,

I am trying to make two custom entities behave similarly as the contact and account entity in regard to the timeline.

By Default when you add something to the timeline of a contact record you will see this as well on the timeline of the related account record.

I built the following:

- Two custom entities named 'Declaration' and 'Declaration line'. In this scenario Declaration has a parental relationship towards declaration line details are equal to that of account to contact. 

-  However when I ad an activity to the timeline of declaration line I do not see that this information appears on the timeline of 'declaration.  How do I make these timelines behave the same way as account and contact?

I have the same question (0)
  • Suggested answer
    Pradeep Rai Profile Picture
    5,489 Moderator on at
  • Suggested answer
    Naveen Ganeshe Profile Picture
    3,397 User Group Leader on at

    Hello,

    As pradeep said, it is possible using Rollup view. Please take a loot at the below links:

    debajmecrm.com/.../

    www.inogic.com/.../

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 196 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 129

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans