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Default Activity View in CRM 4.0 RRS feed

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    Hello,

    I am attempting to configure CRM for our users so that when they click on "Activities", a custom "email" entity view is displayed as the default view.  The issue I am having is that it seems only views of the"activity" entity are available as default views for this screen.  To my knowledge there is no way to create a custom "activity" view that incorporates the fields that are unique to the "email" entity.  So to view an "email" entity view they'll need to change the "type" to email in the activities screen.  Is it possible to have a email view be the default activity view?  Thanks for any help.

    Matt
    Wednesday, May 13, 2009 8:26 PM

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    Matt,

    You can create a custom view in Activity View, filtered by:

    ActivityType=E-Mail
    and
    Owner=CurrentUser


    And then set this view as default view.


    Cheers,
    Jim
    Jim Wang - MVP Dynamics CRM - http://jianwang.blogspot.com , http://mscrm.cn
    Wednesday, May 13, 2009 8:39 PM
    Moderator
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    Hi Matt,

    I think this is only possible with a little trick.

    Replace in the SiteMap the entry for the standard activity view by a custom ASP.NET-webpage which has an iframe linking on the standard activity view.

    In the custom webpage you should be able to access with JScript the Picklist and modify it to the email views when the OnReadyStateChange event of the iframe is fired with a readyState equals "complete".

    This is something similiar to:
    Client Side Scripting - Changing the default view of related entities
    http://www.stunnware.com/crm2/topic.aspx?id=JS11

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Thursday, May 14, 2009 3:37 PM
    Moderator

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  • Question
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    Matt,

    You can create a custom view in Activity View, filtered by:

    ActivityType=E-Mail
    and
    Owner=CurrentUser


    And then set this view as default view.


    Cheers,
    Jim
    Jim Wang - MVP Dynamics CRM - http://jianwang.blogspot.com , http://mscrm.cn
    Wednesday, May 13, 2009 8:39 PM
    Moderator
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    Thanks Jim,

    The problem I'm having though is that I need to filter by a custom field that is only available to the email entity.  My query would need to look like this.


    Activity.ActivityType=E-mail
    AND
    Email.source=webform

    So far I'm unable to do this with the out of the box tools.

    Thx,
    Matt
    Wednesday, May 13, 2009 8:44 PM
  • Question
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    Hi Matt,

    I think this is only possible with a little trick.

    Replace in the SiteMap the entry for the standard activity view by a custom ASP.NET-webpage which has an iframe linking on the standard activity view.

    In the custom webpage you should be able to access with JScript the Picklist and modify it to the email views when the OnReadyStateChange event of the iframe is fired with a readyState equals "complete".

    This is something similiar to:
    Client Side Scripting - Changing the default view of related entities
    http://www.stunnware.com/crm2/topic.aspx?id=JS11

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Thursday, May 14, 2009 3:37 PM
    Moderator