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Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Activities related to a CRM User

Posted on by 510

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.

2019_2D00_11_2D00_06_5F00_21_2D00_26_2D00_28.jpg

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Activities related to a CRM User

    Hi Gerrit,

    We can use the advanced find to search for all the activities that the user participates in.

    pastedimage1573097635830v1.png

    Look for Activities, and select Activity Parties (Activity).

    pastedimage1573097684479v2.png

    Select Party, then select the user

    pastedimage1573097838776v3.png    pastedimage1573097870798v5.png

    Click Results to see the Activities.

    pastedimage1573097892220v6.png    pastedimage1573097942160v7.png

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