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Dynamics 365 Community / Blogs / TheMarkChristie / Dynamics 365 Social Pane - ...

Dynamics 365 Social Pane - Roll Up Activities (CRM)

TheMarkChristie Profile Picture TheMarkChristie 10,328 Moderator

With the December 2016 CRM update (8.2) for Dynamics 365 on the horizon there are a few Activities/Social Pane enhancements are about to be released.

Today i will cover setting up Roll Up Activities, Filtering & Sorting

1) Find the Entity that you need and create a relationship

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2) We set the the entities required and the "Type of Behaviour" Will be Referential with the new "Rollup View" to Cascade All

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3) When we go to the Child record and add some Activities to the Socal Pane

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4) We also have the new option to Filter the Activities by Type

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5) If you now go to the parent entity you will see all the child records and the case

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6) And your final little toy is the ability to sort items in the Socal Pane, If you edit the sort and change the sort order.

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