Allow Event Activities in Account Timeline

Add Event Activities to Account Timeline

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Question

A customer creates a custom events table.

The Events table has an N:1 relationship with the Accounts table.

The events team tracks activities against events.

The account manager wants to see all activities related to accounts in the timeline.

You need to allow event activities to appear in the account timeline.

What should you update?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

D.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/define-rollup-fields?view=op-9-1 https://blog.magnetismsolutions.com/blog/satyvirjasra/2017/10/08/introduction-to-rollup-views-in-microsoft-dynamics-365

To allow event activities to appear in the account timeline, you need to update the Relationship Rollup View in the relationship definition.

Explanation:

In Dynamics 365 Sales, a Relationship Rollup Field is a special type of field that allows you to display data from related records in a single field on a parent record. A Relationship Rollup View is used to define the data that should be displayed in the Relationship Rollup Field.

In this scenario, the Events table has an N:1 (many-to-one) relationship with the Accounts table. This means that each event can be related to many accounts, but each account can only be related to one event. The account manager wants to see all activities related to accounts in the timeline. To achieve this, you need to update the Relationship Rollup View in the relationship definition.

To do this, follow these steps:

  1. Navigate to the solution that contains the Events and Accounts tables.
  2. Open the Events table and navigate to the Relationships tab.
  3. Locate the relationship between the Events and Accounts tables and click on it to open the relationship definition.
  4. In the relationship definition, scroll down to the Related Records section and locate the Relationship Rollup View.
  5. Click on the Edit button to open the Relationship Rollup View editor.
  6. In the editor, add the fields that you want to display in the Relationship Rollup Field on the Accounts form.
  7. Save and publish the changes.

Once you have updated the Relationship Rollup View, the account manager will be able to see all activities related to accounts in the timeline.

Therefore, the correct answer is D. Relationship Rollup View in the relationship definition.

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