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Associate Activities Multiple Related Records (Preview) feature in Microsoft Dynamics 365 CE

Dynamics 365 Customer Engagement

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Activity records like emails, appointments, tasks, and calls can be associated to additional activity participants (parties) such as accounts, contacts, leads, and opportunities through a new partylist attribute. Previously, it wasn’t possible to associate an activity record to additional related party records. With this feature, users will be able to associate activity records with additional related parties, such as an email or meeting related to multiple cases or opportunities.

As of now this preview is available only for Email activity.

In this article, will explain the details of this feature step-by-step.

Pre-Requisites:

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  • Click on the below article link and create a Microsoft Edge or Google Chrome Profile.

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