Activities's subgrid in the contact form that shows email send from case related to the contact.

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Hi, everybody,

In my process: I open a contact and from it create a new case, from that case I can send an email to my contact from an email subgrid in my case form (where I can see all emails sent for this case).

In my contact form, I have a subgrid showing activity done from my contact (tel,sms ... ).

What I want is to show these emails activities sending from cases in my activities subgrid form (or if it's not possible in another subgrid in my contact form)

How can I do that ?

Thank for your Help. Ask me if you need more informations.

Tristan

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Customer Service

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Community Member on at

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Hi,

Do you mean that you want to show the Case's email activities in the Contact activity social panel?

If so, as I know, it could only show the email activities sent by or received to the Contact in the Contact's activity social panel.

BR,

Judy

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Community Member on at

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Hi,

No, what I want is to show my Case's email activities in my Contact form, inside a subgrid :

1 - Acitivities from Contact

2 - Case's email activities send to this contact (in this subgrid or another).

Thank for your help

Tristan

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Arun Vinoth 11,615 Moderator on at

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This can be achieved by CRM Rollup views.

www.magnetismsolutions.com/.../introduction-to-rollup-views-in-microsoft-dynamics-365

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