unfortunatelly it is not possible to create a many-to-many relationship between the activity entity types and other entity types.
especially for our appointments we are also tracking which of our products are discussed during a meeting with the (potential) customer. This cannot be handled in the CRM system because a many-to-many-relationship between activities (e.g. appointments) and other entities cannot be created.
Comments
This issue has already been raised in a connect item and we have responded to it. Please add your votes to that item: http://connect.microsoft.com/dynamicssuggestions/feedback/details/769138/allow-many-to-many-relationship-between-activity-entities-and-other-entity-types ============================ Prashanth GanapathyRaj PM, Dynamics CRM, Microsoft ============================
Category: Unified Experience: Search, navigation and performance
Thank you for your feedback. This is a great suggestion, and we will consider this in our roadmap ====================== Prashanth GanapathyRaj PM, Dynamics CRM, Microsoft ======================
Category: Unified Experience: Search, navigation and performance
This is also a problem with the Address entity, where I would like to add a lookup field to a custom Country entity but I simply can't!
Category: Unified Experience: Search, navigation and performance
Commonly we use Activities for meeting notes etc, where it is normal for more than one of our CRM users to attend in addition to a number of Contacts (clients), yet it is not possible to create teh link from a single activity to multiple users, or indeed multiple contacts. Given we scorecard our sales team on making appointments and sharing teh detail of these appointments it meanns we have to duplicate these Activity entries.
Category: Unified Experience: Search, navigation and performance
This is an urgent requirement as this limitation has a significant impact on the customisation of the platform. I have also raised it (sorry for the duplicate) https://connect.microsoft.com/dynamicssuggestions/feedbackdetail/view/748205/allow-many-to-many-relationship-between-activity-entities-and-other-entity-types
Category: Unified Experience: Search, navigation and performance
Administrator
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.