CRM 2016 On-premises: Opportunity Close activity should not be on Account form

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Posted on by Community Member Microsoft Employee

Hello,

We have requirement not to display Opportunity Close activity on Account form. Is there an ability to resolve this issue?

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kmish 50 on at

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RE: CRM 2016 On-premises: Opportunity Close activity should not be on Account form

Not simple, but workable one:

1. Creating custom workflow that finds and returns OpportunityClose by given Opportunity ID;

2. Join this created workflow to general workflow in CRM where the trigger is (for instance) opportunity changes state.

3. Delete found OpportunityClose;

Wrap-up: Every time you Won or Lose opportunity this workflow will find created OpportunityClose and remove it.

Here is a code example:

community.dynamics.com/.../accessing-opportunity-close-entity-in-workflow
tpeschat 4,926 on at

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RE: CRM 2016 On-premises: Opportunity Close activity should not be on Account form

Hi.

Did you find a solution for that?

I have exactly the same requirement from my users ... A pitty that no filter can be applied programattically on the social pane ...

I am thinking of creating bulk delete jobs to regularly delete the opportunity close activities, since they are in my point of view useless ...

br Thomas
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tw0sh3ds 5,600 on at

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RE: CRM 2016 On-premises: Opportunity Close activity should not be on Account form

Hi,

This is possible with a plugin on Pre-RetrieveMultiple of activities - you just check if the regarding objectid is an account and if yes than dynamically add a condition that activities should be different than Opportunity Close. You just have to remember that this plugin will be fired every time somebody will query for the activities (so a lot of times in CRM world) and this can have a huge impact on system performance (personally I would not recommend this but this is something that you can use to achieve what you want)

Here is some example of filtering data in plugin:

https://blogs.msdn.microsoft.com/ukcrm/2011/03/10/using-plug-ins-to-modify-views/
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Community Member Microsoft Employee on at

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RE: CRM 2016 On-premises: Opportunity Close activity should not be on Account form

I'm afraid that there is not much you can do. A similar issue was raised here: community.dynamics.com/.../117615

regarding customizing the view/list a few years back. But it looks like this is still a known missing feature.

The only thing you can do is create a request on MS Connect, and if you get enough votes, MS might include the feature in future.

Sorry I can’t be of any further help.
Community Member Microsoft Employee on at

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RE: CRM 2016 On-premises: Opportunity Close activity should not be on Account form

Hello Graeme,

I mean Opportunity Close activities.

Thank you for your response and suggestion to attach screenshot.

There we have Activities section on Account form.

Some of them are Opportunity Close activities, on screenshot thet are in red rectangle, they have not to be displayed. Any other activities, as in green rectangle, have to remain in Activities section.
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Community Member Microsoft Employee on at

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RE: CRM 2016 On-premises: Opportunity Close activity should not be on Account form

If you mean remove a section from of the Account form like that highlighted with the Red arrow below. You need to go to: Form, Select the Section, Click Remove, Save and then Publish.

Or if you mean in this section (the social pane), of the account form:

Unfortunately this section is very limited in how you can customise it, the only real thing you can do is choose the default tab to be viewable, out of the box. You can do this by editing the form, double clicking on the social pane and then choosing the default tab.

As for hiding individual activities, you could try removing permissions to the opportunity entity from the users security role, or you could just hide the whole activities section, altogether please see this post to do so (although I see you want to keep it) : https://arunpotti.wordpress.com/2014/06/06/hide-postsactivitiesnotes-from-social-pane-crm-2013
This issue I know has been raised with Microsoft a number of times already, let's hope they listen and include it in a future release.

If this isn't what you mean, can you provide a screenshot as to what your trying to achieve, please?

Hope this helps? If so please mark as having answered your question.

Community Member Microsoft Employee on at

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RE: CRM 2016 On-premises: Opportunity Close activity should not be on Account form

Hello Bas,

Thank you for your response.

However, I mean we have to remove only Opportunity Close activities, Activities section has to stay on form, but not display Opportunity Close activities.

Taras
Bas van de Sande 4,383 on at

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RE: CRM 2016 On-premises: Opportunity Close activity should not be on Account form

Helle Taras,

you can use the ribbon editor (part of XrmTools) to remove the activity on the account form

I hope this points you in the right direction

Bas