Associate email activities with multiple related records

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Dec 4, 2023	Apr 5, 2024

Business value

You can now associate email activity records with extra activity participants, like accounts, contacts, leads, and opportunities, by using a new partylist attribute. Previously, you couldn't associate an activity record with extra related party records. With this feature, you can associate email activity records with extra related parties, such as an email related to multiple cases or opportunities.

Feature details

Users can associate an email activity record with extra related party records. This capability lets users associate an email with extra related records, such as cases or opportunities.

Sometimes, users need to associate an email with multiple records. For example, a customer sends an email that's related to multiple cases. The existing Regarding lookup only lets users relate an email to one parent record. You can now associate email records with multiple records, such as accounts, contacts, leads, opportunities, and cases, by using a new activity party type column named related. When you associate an email with multiple records, it appears in the timeline for each associated record.

The related column isn't part of the email form by default. To enable users to use this column, add it to the email form. For more information about how to add a column to a form, see Add columns to a form. When you add the related column to the form, users can associate an email record with other related party records, such as cases or opportunities.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Enable users to associate activities to multiple records (docs)