Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Any updates on rollup activity views for more entities?

(1) ShareShare
ReportReport
Posted on by 3,079

Currently, in the relationship properties we can configure that activities from a child entity should roll up to the activity views at the parent contact or account.  But that option is greyed out if any other entity is the parent entity.  Any word on whether this is getting expanded?

*This post is locked for comments

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 on at
    RE: Any updates on rollup activity views for more entities?

    We are also eagerly waiting for that option to enable Rollup view for any parent entity relationship with activities. This will really help to see all the activities in single place like subgrid or social wall.

    But the original idea behind this concept is Customer Insights, so all the activites wrt Customer (Account/Contact) can be shown by rolling up.

    Let’s see if MS opening up the door in future releases. I will search for uservoice idea & vote for it.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,019 Super User 2025 Season 1 on at
    RE: Any updates on rollup activity views for more entities?

    Hi Allison Walters,

    You can only enable Rollup Views for Activities when either account, contact or opportunity is the primary entity. I have not heard of any plans to expand the selection of entities.

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

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,436 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans