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,...
Answered

N:N relationship task - marketing list

(0) ShareShare
ReportReport
Posted on by

Hello,

I need to create a many to many relationship between Task and marketing list entity to be able to add sevral marketing lists in one task. 

But I can not find a way to create this relationship. I guess this is by design but is there another way to a achieve our need?

Thanks in advance!

BR, 

Emma

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    Yes, this is by design. Entity list cannot be in an entity association with entity task.

    I would recommend you use connection to add sevral marketing lists in one task

    Go to Advanced Settings > My Apps, open app designer of Sales Hub.

    pastedimage1588926379974v4.png

    Click Entities and select Marketing List. Save and publish.

    pastedimage1588926431078v5.png        pastedimage1588926464275v6.png

    In the Task form, click Related tab > Connections.

    pastedimage1588925765143v1.png

    In the Connections tab, click Connect button.

    pastedimage1588925829128v2.png

    Search Name, and click 22 type of records, then select Marketing List, pick the record you want to connect to. Save it.

    pastedimage1588926517475v7.png        pastedimage1588926580184v8.png

    Then we will see this marketing list in the Connections tab.

    pastedimage1588926749839v9.png

    In this way, we will add marketing lists to the task.

    If you want to display all connections in the TASK tab instead of clicking Related> Connections every time, then you only need to insert a sub-grid of Connections entity in the TASK tab.

    pastedimage1588926964975v10.png

  • LuHao Profile Picture
    40,892 on at

    Hi partner,

    Please click Yes under "Did this answer your question?" to close this thread.

    Thanks.

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 193 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 128

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans