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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to display all rel...
Microsoft Dynamics CRM (Archived)

How to display all related activities on an Account form

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Posted on by stuart 2,080

Hi

For a long time we have been prevented from showing on the main form the complete list of Activities for a given Account including any records for related entities. The Social Pane has its uses but is barely configurable and not fit for this need. An activity subgrid looked interesting but seems completely unable to show activities on the related entities (contacts etc). The only option for our users so far is to make additional mouse clicks and navigate to the Activities screen from the drop down arrow next to the Account Name in the top ribbon, then change the filters from Open Activities to All Activities and also from Next 30 days to All and finally they have the info they need.

In trying to improve this my thought is to try and embed this specific view in an iframe on the account form and see if I can get some javascript to automatically modify the filters etc.

But before I do this has anyone any better solution?

Thanks

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  • Community Member Profile Picture
    Community Member on at

    Hello Stuart:

    Note sure if this will help you or not:

    You could make a sub-grid and select Data Source (select the info you want)

    Select the view you want.

    Select the Formatting tab

    In the Row Layout select how many rolls you want then place a check-mark on Automatically expand to use available space

    You could also make a new form and just have this Sub-gride with limited information

    Make sure you save and publish once you're done.

  • stuart Profile Picture
    stuart 2,080 on at

    Hmm, okay thanks - but unless I'm missing something I think that's just what we've already got - ie a subgrid of activity data. The problem is that this, by design, appears not to be able to show related entity activity. Ie the subgrids do not enable the same view of data that the activity pages do by themselves.

  • mscrmba Profile Picture
    mscrmba on at

    You have got the OOTB Related Regarding view that displays activities for the Account or Contact's OOTB entity records like Cases and Opportunities (where that is set in the Regarding field) as well where they have been set up as directly 'Regarding' the Customer.

    If that's not giving you what you need then:

    We've done an iFrame for one client (to pull account activities as well as directly related and more distantly related activities (e.g. activities that link to the account via entities (mainly custom entities) that are associated with the account or even activities that link to the account via entities (again mainly custom entities) that are associated with other entities that are associated with the account, sometimes with more than one remove).

    It worked and provided the 360 degree view of activities at an Account level as was needed.

    It did not load particularly fast.

    Tip if you're going down this path:  Draw a diagram of the related and related related entities that need to be pulled back onto the iFrame - it's easier for both developers and testers to understand the scope of what is needed and make sure they don't miss anything.

    Second Tip:  Make sure you include a columns on the iFrame for the following: a 'Regarding' hyperlink to the underlying activity record and another column with the name of the activity record type e.g. Email.  This makes it easy for users to understand what they are seeing and quickly get to where they need to be.

    An alternative approach I have seen used (but is far from ideal):  Create a custom activity type that essentially duplicates any activity records not linked directly to an Account but always sets the Regarding to the associated Account.  Then use the OOTB Related Regarding view.  Make sure this displays as a read only record and there is a link on this activity record that is displays a hyperlink to the underlying activity record (achieved through only displaying a particular lookup field if it contains data).  The downside (other than database size/systems load - especially if you keep the 'duplicate' records in sync with their source record) is that it takes 2 clicks for a user to get to the underlying record.

    Another approach is to not allow users to create activities for any entity type other than what will show in the OOTB Related Regarding view.  But it sounds as if that ship has already sailed for you.  (And it's a pretty significant restriction.)

  • stuart Profile Picture
    stuart 2,080 on at

    Hi - thanks for your options. I too started to look at Option 1 but the load times for our big accounts was not great.

    The issue I continue to have is that there is already an existing crm view that gives exactly what I need but it is beyond me at the moment how to get to it directly using some javascript modifications. In theory it's easy but I'm clearly struggling. That's the thing that would really answer this question.

  • HodgesW Profile Picture
    HodgesW 410 on at

    Anyone looking at this now, I came up with a way using a background process that isn't perfect but works fairly well. (was hoping to find a more inherit out-of-the box way, but doesn't exist I guess). No unsupported customization needed.

    Basically I created a new field for the Appointment that I called "Roll-up Account". This would be filled in automatically given whatever the "regarding" field was for Appointment (via a background workflow).

    My background workflow/process looks at the regarding field, and if it is an Opportunity -- look at the related Account of the Opportunity and set this as the "Roll-up Account". If it is regarding a contact -- look at the contact's account and set the Roll-up account. If it's regarding an Account, push over itself to the "Roll-up Account" field.

    Then on the Account form, use a sub-grid with the relation of the "roll-up Account."

    Now this list on the Account for displays any Appointments where the Appointment was regarding a related contact, Opportunity, or the Account itself.

    If you want more help, message.

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