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CRM 2011 RRS feed

  • Question

  • Hello All,I facing one problem in CRM 2011.In this i created Lead,after that created one contact under this lead, after that created phone call on that contact.But  when i open lead and from left panel i select activities tab then it should show me all activities on that lead.

    Waiting for your reply.

    Thanks in advance.

    Abhijeet

    Monday, March 17, 2014 7:07 AM

All replies

  • If you related the activity to the Contact - it would only show up there by design. If you wanted it to show under Lead, you would have to related the Activity to the Lead. 

    Jason Lattimer
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    Monday, March 17, 2014 12:58 PM
    Moderator
  • Hello Jason,

    Thank your for giving me this suggestion.I gone through your solution but when i am trying to make relationship between Lead and Activities in 1:N, that time i am not getting Activities entity in "Related Entity" drop down. So i will make relationship between these two entities.

    Please suggest and waiting for valuable reply.

    Thanks in advance

    Abhijeet

    Wednesday, March 19, 2014 4:57 AM
  • you need not to make relationship. Try to read activity parties concept in activity.

    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Wednesday, March 19, 2014 5:37 AM