How can I add a related record's e-mail/phone to the activities form in Microsoft CRM 2011?

Posted on 2011-10-31
Last Modified: 2012-05-12
I go to Workplace | MyWork | Activities and open an activity. I would like to have the Contact/Lead's e-mail and Phone number below the Regarding field.
Question by:mihaisz
    1 Comment
    LVL 27

    Accepted Solution

    Hi mihaisz,

     - Create email field and phone number field on email and phone call activity
     - Write a workflow, which on change of Regarding field, should trigger and populate the values.

    Let me know if you need help with that.


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