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Current situation:
In Dynamics it is possible for the entities Account and Contact to display the activities of the respective record in the parent record. These are then accumulated in the timeline and in the "Related / Activities" tab. Specifically, all activities on the Contact are also displayed in the associated account (Company Name field). The “Parent Account” can be defined on the account, in which (up to the top of the hierarchy) all activities are again cumulatively visible. Technically, this is controlled via the relationships (1: N) of the fields. Here it is possible to set the value “Cascade All” for the field “Rollup View” in the Relationship Behavior. This setting is only possible on the system side if the parent entity is an account, contact or opportunity.
We have now created a new customer entity "bkag_Partner", to which contacts can also be connected (the contacts can only be attached to one partner as well as to one partner and account). There we want to use this activity cumulation / rollup view - analogous to the constellation like account. However, this is not possible due to the regulations (parent entity not equal account, contact or opportunity).
Request request Is there a possibility of integrating a Java script or plug-in which, when the partner is opened (Form open), supplements the timeline (and possibly the Related / Activities tab) with this logic of the rollup view (via reference to the lookup)? A simulation, as if the “Rollup View” field for the relationship were set to “Cascade All”?
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