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Microsoft Dynamics CRM (Archived)

Display Activity history on Case Form

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Posted on by

Hi,

I want to display the list of activities that have been logged so far on the Case creation form. Is it possible to do so?

I think, doing it using Web-resource could be an approach, but I was thinking, is it possible I can use CRM View?

Thanks

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  • Suggested answer
    Mahadeo Matre Profile Picture
    17,021 on at

    By default CRM is showing Social Panel on case entity.. this panel has Activities tab.. which is showing activities related to case..

    I don't think so you need to create any view / web resource for to show activities..

  • Community Member Profile Picture
    on at

    I forgot, I removed that :)

    How can I add it back?

  • Verified answer
    Mahadeo Matre Profile Picture
    17,021 on at

    Here are details to add it back..

    www.magnetismsolutions.com.au/.../adding-the-social-pane-to-custom-entity-forms-in-microsoft-dynamics-crm-2013-online

    basically you need to add Notes Control on form. Above link is giving all these details. 

  • mbanker Profile Picture
    45 on at

    Does anyone have an easy 'no-code' solution for this in CRM 2011?

  • Community Member Profile Picture
    on at

    Yes, it is; Add a quick view form to the Case and display activities on it.  

  • mbanker Profile Picture
    45 on at

    I tried researching quick view forms, they don't appear to be available in CRM 2011.

  • Community Member Profile Picture
    on at

    My apologies, I wasn't aware that this was CRM 2011.

  • mbanker Profile Picture
    45 on at

    Hi Mahadeo, do you have a no code solution for this in Dynamics 2011?

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