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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.
Hello,
Check this - www.inogic.com/.../
Hi partner，
You can try to create a Rollup view of the activity.
mscrmtechie.blogspot.com/.../rollup-view-for-activities-with.html
Hi partner,
Did this work for you?
I try above solutions please tell. How to understand second my question ?
That's the enum that is used on API level.
Hi, but i see Activity rollup type my form :)
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
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