Is there a way to view Activity records related directly to a CRM User?
For example, if an Appointment record is created and has an attendee who's a CRM User, how do I see the appointment record from the User's record? Activities aren't enabled at the User entity level so I'm wondering how you would get a list of all activities that the CRM user was associated too.
Hi Gerrit,
We can use the advanced find to search for all the activities that the user participates in.
Look for Activities, and select Activity Parties (Activity).
Select Party, then select the user.
Click Results to see the Activities.