This article explains how to set the subject of an activity in Dynamics 365 using a template.
The process involves accessing the Document Name and Subject section and setting the subject pattern in your template. The resulting subject will be automatically set when creating and attaching a document based on the template to an activity.
Please note: If you only define a dynamic document name, the document name will be used for the subject too.
Example: We want the subject of activities to be Quote_[Name of the quote]_[Quotenumber].
Step 1: Accessing the Document Name and Subject tab
Access the (1) Document Name and Subject tab under the Advanced Template Settings in your template. To set the document subject separately, check the (2) “Set document name and subject separate” checkbox. Then, click on the (3) Subject tab.
Step 2: Set your subject pattern
Add fields from the treeview or add text to set your subject in the property designer.
Details about the syntax for this property can be found here.
Step 3: Save your template.
Save your template, either by saving it locally or by saving it your Dynamics 365 environment.
Result
When creating and attaching a document based on this template to an activity, the subject of the newly created activity will be automatically set.
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