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

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Posted on by Stephanie280

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?

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Naveen Ganeshe 3,393 User Group Leader on at

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

Hello,

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

debajmecrm.com/.../

www.inogic.com/.../
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Pradeep Rai 5,482 Super User 2025 Season 1 on at

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

Hi,

Please use rollup view setting present inside relation of entities as described in below link:

https://blog.magnetismsolutions.com/blog/satyvirjasra/2017/10/08/introduction-to-rollup-views-in-microsoft-dynamics-365#:~:text=Microsoft%20Dynamics%20365%20includes%20a,to%20the%20related%20parent%20record.