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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to show activities...
Customer experience | Sales, Customer Insights,...
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How to show activities ( Disqualified lead )

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Posted on by ecrevisse 90

Hi Everyine,

1. How to show/transfer actions from a disqualified lead record to an existing account indicated in the process ? This is posibble with OOTB ? 

2.I have seen the new function but I don't understand how it fully works: learn.microsoft.com/.../rolluptype

D. 

  • ecrevisse Profile Picture
    ecrevisse 90 on at
    RE: How to show activities ( Disqualified lead )

    I am thinking about another solution. How about collecting all the activities and copying them from the disqualified lead and transfer them using Power Automate. Hmmm… Did anyone try it ? How to do it ?

    Damian

  • ecrevisse Profile Picture
    ecrevisse 90 on at
    RE: How to show activities ( Disqualified lead )

    Hi, but i see Activity rollup type my form :)

    Screen-Shot-02_2D00_16_2D00_23-at-02.57-PM.PNG

  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: How to show activities ( Disqualified lead )

    That's the enum that is used on API level.

  • ecrevisse Profile Picture
    ecrevisse 90 on at
    RE: How to show activities ( Disqualified lead )

    I try above solutions    please tell. How to understand second my question ?

  • Leco Lv Profile Picture
    Leco Lv on at
    RE: How to show activities ( Disqualified lead )

    Hi partner,

    Did this work for you?

  • Suggested answer
    Leco Lv Profile Picture
    Leco Lv on at
    RE: How to show activities ( Disqualified lead )

    Hi partner，

    You can try to create a Rollup view of the activity.

    mscrmtechie.blogspot.com/.../rollup-view-for-activities-with.html

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: How to show activities ( Disqualified lead )

    Hello,

    Check this - www.inogic.com/.../

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