Activity Associated views

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I'm setting up Dynamics 365 CRM and in the on premise version within the Activities drop downs, there is the option to select associated views, so for example I can see all activities for an Account including those 'regarding' an associated Contact.

However in 365 CRM, while I can see/edit the associated views in the customisation form, I can't see them in any of the Activities drop downs, including when setting up the sub grids on the Account form, which is where I need them.

Any help will be most appreciated.

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TomSmelser 1,570 on at

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Stuart,

You can only see activities "regarding" in the subgrid.

Here is similar post with a detailed description.

community.dynamics.com/.../147572

Good luck!

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Mahendar Pal 45,095 on at

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Because these are spacial views which is not available to use other places. But you should be able to use them using iframes.

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Community Member on at

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Thanks Tom,

But I’m probably not explaining this very well, so try again:

Within the Account form I want to be able to see all activities 'Regarding' the account and/or any associated contacts. I can do this in the on-premise version of Microsoft Dynamics CRM, but not the online 365 version.

On the form I have added a sub grid with a Data Source frame as follows:

Records: Only Related Records

Entity: Activities Regarding

Default View: All Activities

I was expecting to have the ‘All Associated Activity’ view available in the Default drop down, but it’s not there. So, I have chosen ‘All Activities’ but this only gives me activities ‘Regarding’ the company, excluding those regarding the contact.

Hopefully this is a bit clearer.

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TomSmelser 1,570 on at

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You can review this. It may help. Not sure though.

dynamicscrmcoe.com/configure-rollup-views-activities-dynamics-365

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