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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to create a view w...
Microsoft Dynamics CRM (Archived)

How to create a view with 'most recently used items' in crm

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Posted on by scott bradish 40

I know there is a view which shows 'Most recent items' but that displays the records which have been viewed recently. 

But I want to see 'Most recently Used items' to show in a view.

Is that possible? Help me out guys.

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  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Hi..

    I think you need to retrieve records based on Modified on..Which are recently modified are recently used items.

    You can create this view for single entity but if you want to show multiple record types, then report will be option but need to consider performance, how many records and how many entities you want to pull.

  • scott bradish Profile Picture
    scott bradish 40 on at

    So, here is the scenario... I want to use email templates in email . Email templates are the existing records, and I want to show most recently used email templates in emails. That means there will be no update on email templates.

  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Hi Scott,

    There is no easy way to get recently used email templates in email.

    When you create email and insert template.. CRM stores template ID in email record. You need to query on email entity and need to get template id used based on email creation date.

    this all required some development and will not be added into view, you need to create either report or HTML web resource to show recently used templates.

    Hope this will help..

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