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Microsoft Dynamics CRM (Archived)

Custom Entity Activities: Roll-up to Account

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Posted on by 569

I've seen a couple of posts on the Web where people have tried to implement their own solutions for ensuring Activities created on Custom Entities show on the Account page, but it appears this isn't an easy solution.  Does anyone know whether this is on Microsoft's Road-map, and if not, where is the best place to request this feature?  There must be 1,000s of companies that use Custom Entities who would like to see all Activities related to their Accounts, regardless of what Entity the Activity related to.  How difficult can these be?

SELECT * from Activity Table WHERE Account-ID = Account-ID

Why are we up to CRM 2011 without this feature?  :(

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  • GL-23071537-0 Profile Picture
    Microsoft Employee on at

    Hi Wolverine,

    You could definitely request this as a feature on the Connect site.

    connect.microsoft.com/.../Feedback

    Also below is a solution that allows you to roll up activities from any entity into a single view on the Account.

    www.powerobjects.com/.../poweroneview

    Good luck!

  • Community Member Profile Picture
    on at

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