The goal of implementing a CRM system is to provide deeper insights into your customers. A significant portion of this insight comes from tracking the interactions you have with those customers. Microsoft Dynamics 365 provides the ability to track activities at the Account and Contact levels as well as against custom entities, but what if those custom entities were related to an Account or Contact? That isn’t so simple.

Activity on a Contact is visible from the related Account:

activity view rollup

activity view rollup

But activities on a custom entity couldn’t be seen from anywhere else. While Activities on a Contact rollup to an Account, any Activities against a custom entity, even though related to an Account or Contact remain isolated.

activity view rollup

activity view rollup

With its latest release, Microsoft Dynamics 365 now has the ability to rollup those activities to an Account or Contact parent.

There must be an N:1 or 1:N relationship and the parent must be Account, Contact, or Opportunity.

1. First, create the custom entity and relate it to the parent, making sure Activities are enabled.

activity view rollup

2. Select the N:1 or 1:N Relationship with the Parent Entity.

activity view rollup

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3. Change the Relationship Behavior of the Rollup from Cascade None to Cascade all.

activity view rollup

4. Save and publish your changes.

5. Now the Activity rolls up from the custom entity to the parent Contact and is visible in the Activity Associated View!

activity view rollup

activity view rollup

There you have it! Get ready for some great customer insights. For more helpful Dynamics 365 tips and tricks – be sure to subscribe to our blog.

Happy Dynamics 365’ing!

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Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.