Tag: Link
Posted by: Dian Taylor | on April 9, 2024
Associate emails to multiple records (preview)
As you might or might not know, today we only have the ability to relate activities to ONE row (or record) in Dynamics 365 CX by setting the ‘regarding’ field on the activity. This can be problematic, because there might be a need to save a record to multiple rows (or records). A good example of when there would be a need to associate an activity (like an email) toRead More
Posted in Configuration, Customer Service Workspace, D365 Customer Service, D365 Field Service, D365 Sales, Release Wave | Tags:Activities, activity, Associate, Dynamics 365, Email, emails, Link, Link to multiple, Multiple, Records, regarding, related, Row, Track, Tracking | Comments Off on Associate emails to multiple records (preview)