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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Roll up Activities fro...
Microsoft Dynamics CRM (Archived)

Roll up Activities from a Custom Entity to Case

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Posted on by Thomas David Dayman 11,323

Hi all,

I have a requirement which requires activities from a Custom Entity to the Parent Case. I know that you can enable the Rollup view in the Relationship but the option seems to be greyed out. Is this option only available for Account and Contact entities? Would this need JavaScript development to show the activities instead?

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    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: Roll up Activities from a Custom Entity to Case

    Thomas,

    I haven't used this feature in my project but it seems that it is enabled for Account and Contact only - community.dynamics.com/.../configure-rollup-view-for-activities-with-dynamics-crm-365

    If you want to implement this rollup JavaScript would not be enough unfortunately. Here is articles that can help you:

    jonasrapp.innofactor.se/.../all-activities.html

    jonasrapp.innofactor.se/.../hierarchy-activities.html

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Roll up Activities from a Custom Entity to Case

    Hi Andrew,

    I thought that was the case. Just wanted a confirmation on this.

    Those links will be useful as well!

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