Share
Report
24In the Dynamics 365 CRM, when an activity like Phone Call or Appointment is created in a Contact, that activity appears in the associated Account of that Contact. How can I replicate this behaviour for two custom entities (Tasks and Projects)?
Ex. When a Phone Call is created in a Task, that Phone Call should appear for both that Task and the associated Project.
Couple more things to note:
- The Task and Project has a many-to-one or N:1 relationship (multiple Tasks can be associated to a Project).
- The Regarding field of an activity has a many-to-one relationships to both Task and Project
- Both Task and Project have timelines added to their forms
- HOWEVER, unlike the Timeline in Account's form, there is no option for me to enable Related records (see screenshot of Account's Timeline in Power Apps Solutions below)
So my questions are:
- When an activity like Phone Call is added to the Task, that activity is not being associated or shown in the Project. Why?
- How can I enable related records to be shown in the timeline of Project?
Would appreciate if anyone can shed some insight on this. Thank you!
Categories:
I have the same question (0)
All responses (
Answers (
