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Microsoft Dynamics CRM (Archived)

Where can I view all activities for all contacts in an account?

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I can't seem to locate a simple way for a CRM end user to view an account and then view ALL activities (not just 30 days, not a limited amount of results) for ALL contacts in that Account... am I missing something obvious?

There is an "Activities" in an Account Summary, it defaults to all but seem to be limited to viewing 12 at a time... requiring to hit 'More-" at the bottom of results...

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  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at

    community.dynamics.com/.../293923  

    go to advanced find - look for : Activities

    from the drop down select "regarding" equals "your account"

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi ,

    Advanced find is the best options to view the activities for all customer .

    In addition you can also modify the view filter criteria and add additional column to activity entity.

  • Community Member Profile Picture
    on at

    This does not seem to work. It seems that I am only getting Activities for the Account, not All Activities for all of the contacts for that specific account.

  • Rawish Kumar Profile Picture
    13,758 on at

    .

  • Community Member Profile Picture
    on at

    So the problem I am having is that:

    1. With Advanced Find, I can find all Activities for an Account (in my case just 1 activity)... Specifically, someone added an Activity at the Account level. (by using "Regarding" equals *nameofcompany)

    However, there are a dozen employees at that company (account), each with specific Activities themselves...

    2. With Advanced find I can locate 101 of those activities... (by using "Regarding (Contact) , Company Name equals *nameofcompany)

    But I want all 102 Activities together... So that any activities (account level OR contact level) are found/listed.

    If I can get this in an Advanced Find, that would be good...

    What would be great is if I can put this on the Account Form since the current listing of Activities is actually missing Account Activities (which is concerning actually, I think this is a major oversight personally). This function is also crippled because it has a ->More link to view more than ~12 Activities each time (shows another 12),  which doesn't work well if there are hundreds of Activities to review... heck they really should have just put a "View All" and  pop up a new window...

    Hopefully that clarifies things.

    Chuck

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