I’m using Microsoft Dynamics 4.0. I would like to know how to add attributes to the filter option in Accounts > History. Instead of sorting by how long ago, I would like to sort by what type of task it was, Such as email, phone call, fax, service ..ect.. Is this possible? If so How would I go about implementing this change?
A:
You can edit the Closed Activity Associated View. It is a part of the Activity entity. The ID should be fixed and accessible from: From http://server:port/orgName/tools/vieweditor/viewManager.aspx?id=%7b21E2B905-6FDB-470D-8517-AD69B4C01268%7d&entityId={C821CD41-F315-43D1-8FA6-82787B6F06E7}>
Though, you'll need to publish the activity entity after making changes. Note that this changes History for EVERY ENTITY related to activities.
benjynito
2010-08-16 20:11:59
I'm not sure exactly what you mean. Can you explain a little more?Also when I go into the Closed Activity Associated View there are no fields to edit or anything for that matter, just a blank window you can add columns too. Would I need to add the attributes into that column list? If so how?
Diamond McAdory
2010-08-18 12:34:11
http://social.microsoft.com/Forums/en-US/crm/thread/ba6f3f48-ca9d-4c03-9eb7-ea56eb8b975dHere is a similar question, let me know if that helps.
benjynito
2010-08-18 12:43:01
A:
You can edit the 'Closed Activity Associated View' from the customization screen for Activity, then sort by Activity Type - also add fields, etc.
ABC123
2010-08-17 10:04:01