web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

View Appointment Type in Activity list

(0) ShareShare
ReportReport
Posted on by 625

Hello,

I have been unsuccessful so far trying to accomplish this task. Using Microsoft Dynamics 2011 CRM. Within a contact when viewing the main activity list (under common) I am trying to see if there is a way to add a column to the system view that will enable me to display the appointment type entered for appointment activities shown in the list but leave it blank for other activity types where the appointment type is not relevant. I have attempted to modify the default activity and closed activity associated views but the only available option for appointment type appears to pertain to something else and results in a blank field. 

I hope this makes sense but if it needs further explanation or is simply not possible please let me know. Though given the complexity of Dynamics I'm sure there is a way to do this and it is just the 'how to do it' that is thus far eluding me.

Thank you in advance for any assistance and ideas

*This post is locked for comments

I have the same question (0)
  • Verified answer
    CRMInnovation.com Profile Picture
    on at

    McSever,

    It is not possible to make this change to the view. Unfortunately, the acitivity views are consolidated to a common view that works for all activities. Therefore it is not possible to select items that are unique to one activity type.

    The way we work around this is to either: 1. Use Silverlight or 2. Do a Report.

    Sorry to be the bearer of bad news.

  • McServer Profile Picture
    625 on at

    Jerry,

    That's OK. Of course I was hoping there would be a way to do it but it is what it is. I'm sure if needed I can work around it using a new view or something. Thanks for getting back to me so quickly.

  • CRMInnovation.com Profile Picture
    on at

    Would you mark the reply as answered so we can close this post out.

    Thank you.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Shidin Haridas Profile Picture

Shidin Haridas 2

#2
Abdullah13 Profile Picture

Abdullah13 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans