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"Set Regarding" to Multiple Contacts?

  • 1.  "Set Regarding" to Multiple Contacts?

    SILVER CONTRIBUTOR
    Posted Apr 21, 2020 09:27 AM
    Hello quarantined experts!  I've had a request from our sales team to be able to tag multiple contacts when using "Set Regarding" in Outlook.  It doesn't look possible to me, but do any of you know of a way to do this, or something that is coming in any new updates that you may know about?

    Thank you!

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    Scott Glisson
    CRM Administrator/Business Analyst
    Randall-Reilly, LLC
    Tuscaloosa AL
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: "Set Regarding" to Multiple Contacts?

    GOLD CONTRIBUTOR
    Posted Apr 21, 2020 10:36 AM
    Scott,
    I don't think that is possible, the relationship between the email entity(or any activity type entity) and the regarding entity (Contact in your case ) is N:1 (many to 1) meaning a single email can on be "Set Regarding" to one Contact. However when you track an email to Dynamics, if the contacts are in Dynamics as well, they'll be added as Activity Parties, so that might be a relationship you can use to track emails that go to multiple parties

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    Edrei Mpanduki
    Technical Analyst
    AZ
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: "Set Regarding" to Multiple Contacts?

    Posted 7 days ago
    Edrei,

    I am having the same issue as Scott.
    I am wondering how the query in advanced find would look regarding the Activity Parties.

    For example, we sent out a mass email to a group of Contacts whose Parent Accounts were identified as prospects for a specific business line.
    I added those Account prospects to a marketing list and that is how I have been building my queries.

    I am trying to find out which sales people followed up with these Contacts individually by creating an advanced find view for Activity records (Phone calls, emails or appointments). When I use the Regarding field, it doesn't return all of the proper records because some sales people set regarding the Opportunity record, or the Account Record, not the Contact's name. Some don't set regarding at all.

    I would appreciate some guidance on using the Activity Party entity to reduce my manual reporting on this email campaign.

    Thanks,
    Bree

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    Breanna Morelli
    MIAC Analytics
    New York NY
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: "Set Regarding" to Multiple Contacts?

    TOP CONTRIBUTOR
    Posted 5 days ago
    I'm listening in here as well. It would be great if you could set an activity regarding multiple records.

    @Breanna Morelli both @Ulrik Carlsson has written a great post about Charting on Activity Parties in MS Dynamics CRM​​. Moreover, also check out @Jukka Niiranen's post on Your Interaction Network in Dynamics CRM.

    A limitation with activity parties is, that you can't use them in the App for Outlook. It would be nice to show the latest appointments for contacts in the App for Outlook. The only way to do that, is to set it regarding the contact. However, multiple contacts may have been part of the meeting.



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    Niels Lønberg
    Semco Maritime
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: "Set Regarding" to Multiple Contacts?

    SILVER CONTRIBUTOR
    Posted 3 days ago
    I am currently exploring the ability of creating/updating email messages through Power Automate for another project I'm working on.  When you do it through Power Automate, you have a lot more control over the activity party and regarding record relationships.  I don't know if this would help you, but it may open up additional avenues worth exploring.  I can track an email message regarding a contact, opportunity, quote, order, account, and custom entities all at the same time.



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    Jonathan Blackham
    Sales Operations Specialist
    Valin Corporation
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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