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Set personal Default Start Page on Activity Subset View RRS feed

  • Question

  • Hi,
    on CRM 2016 on premise I am interested in how we can set our default start page when we log on to crm. I found this article https://www.crmsoftwareblog.com/2017/01/personalize-dynamics-365-crm-home-page/ which describes it quite og. My problem is that I do not want to see Activities, but phone calls, which are a subset of activities. And this cannot be selected from personal optoins. I cna select e.g. Default pane = Sales (or Workplace) and Default Tab = Activities. And then it would work with any view (even cusotm ones) from inside Activities, but I cannot make it work with like Phone Calls --> My Phone Calls.
    any idea how this can be achieved?

    kind regards,
    Dieter Tontsch
    mobileX AG
    Friday, September 8, 2017 5:30 AM

Answers

  • Hi Dieter, 

    You can use in XrmToolBox, sitemap editor and add a "phonecall" subarea. After it you will have access to the "phone call" entity in the default tab in your options.

    Kind regards, 

    Mohamed 

    Friday, September 8, 2017 11:23 AM

All replies

  • Hi Dieter, 

    You can use in XrmToolBox, sitemap editor and add a "phonecall" subarea. After it you will have access to the "phone call" entity in the default tab in your options.

    Kind regards, 

    Mohamed 

    Friday, September 8, 2017 11:23 AM
  • Perfect
    Friday, September 8, 2017 1:42 PM
  • Or yhou can make a dashboard with the needed activity views - and then default this dashboard /h

    Resultater med Microsoft CRM

    Saturday, September 9, 2017 8:53 AM