How do i set an association for mail

To set an association for mail in Dynamics 365, you can follow these steps:

Prerequisites:

• You have a Dynamics 365 instance with the Sales or Marketing module enabled.
• You have a basic understanding of Dynamics 365 and its entities.

Step 1: Create a new association

1. Go to the Settings area of Dynamics 365.
2. Click on Entities and then select the entity you want to associate (e.g., Account, Contact, Lead, etc.).
3. Click on Associations and then click on New.
4. In the Create Association window, select the type of association you want to create (e.g., One-to-One, One-to-Many, Many-to-Many).
5. Choose the related entity (e.g., the entity you want to associate with the original entity).
6. Click Save to create the association.

Step 2: Configure the association

1. Go back to the Associations page and find the association you just created.
2. Click on the Edit button next to the association.
3. In the Edit Association window, you can configure the following settings:
   • Name: Give a name to the association.
   • Description: Add a description to the association.
   • Entity: Select the entity that will be associated with the original entity.
   • Relationship: Choose the type of relationship between the two entities (e.g., One-to-One, One-to-Many, Many-to-Many).
   • Filter: Apply filters to the association (e.g., only associate records with a specific status).
4. Click Save to save the changes.

Step 3: Activate the association

1. Go back to the Associations page and find the association you just created.
2. Click on the Activate button next to the association.
3. Confirm that you want to activate the association.

Example: Creating an association between Accounts and Contacts

Let's say you want to create an association between Accounts and Contacts, so that each account can have multiple contacts and each contact can be associated with multiple accounts.

1. Go to the Settings area and click on Entities.
2. Select the Account entity and click on Associations.
3. Click on New and select One-to-Many as the association type.
4. Choose the Contact entity as the related entity.
5. Click Save to create the association.
6. Configure the association settings as desired (e.g., add a description, apply filters).
7. Activate the association.

Now, when you create a new account or contact, you can associate them with each other using the association you just created.