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Microsoft Dynamics CRM (Archived)

How do I change the default view to show 'All emails' instead of 'My activities' when I go to Activities?

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As the title says, whenever I go to Service > Activities the first thing I see is 'My Activities' and I manually have to go to Email and then All Emails. Is there a way to set 'All Emails' as the default thing that comes up whenever I go to Activities?

Annotation-2019_2D00_04_2D00_05-141230.jpg

Many thanks for your help in advance 

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  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: How do I change the default view to show 'All emails' instead of 'My activities' when I go to Activities?

    Hello,

    You cannot directly set the built-in All Emails view as the default view.

    What you can is the below:

    1. Open Customization > Customize the System

    2. Go to Activity Entity > Views

    3. Create new system view and call it "All Emails"

    4. Change the filter criteria of this view and add "Activity Type = Email". Save and Close the View.

    5. In the Views list, select the new View created in step 4

    6. In the header, select "More Options" > Set Default

    7. Publish all your customization

    8. Reopen your CRM

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