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Assigning Activities RRS feed

  • Question

  • Hi,

    I have a small problem while assingning activities. when i am assigning a task activity to another user, it is assigned to that user and that task does not appear in my activities.

    But when i assing other activities(email,letter,fax,appointment,phonecall) there are getting assingned to another user, but they are still appearing in my activities.

    what may be the problem?
    Thursday, May 14, 2009 11:55 AM

Answers

  • Each activity type has a different “My [Activity Type]” Filter (FetchXml query).

    You may open advanced find and select the “My [Activity Type]” in the Used Saved View Picklist to see each activity filter. 

    Unfortunately these (public) views filters can not be changed using customizations.

     

     


    Blog: http://mscrm4ever.blogspot.com/ * Website: http://gicrm.upsite.co.il/
    Thursday, May 14, 2009 1:16 PM
  • Hi Adi,

    system views can usually also be customized by exporting, modifying and importing a customization file.

    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 3:55 PM
    Moderator

All replies

  • Hi krishnaraj,

    when you assign any activity to someone else you wont be able to find the same in My Activities'.
    It will be in the assigned persons 'My Activities' since the activity is now assigned to that person irrespective of any Activities.

    But based on your security role you will be able to see the assigned activities in the 'All Activities' View


    Thanks, Aarch
    Thursday, May 14, 2009 12:02 PM
  • Hi Aarch,

    You are right. But after assigning tasks are moving form my activities but other activities are still in my activities.

    Thursday, May 14, 2009 12:07 PM
  • HI Krishnaraj,

    is the assigned activities listed in the 'My Activities' view of the assigned person???
    Thanks, Aarch
    Thursday, May 14, 2009 12:23 PM
  • yes they are listed in my activities of the assigned person and in myactivities of mine also.
    Thursday, May 14, 2009 12:29 PM
  • can u do an iisreset and try
    Thanks, Aarch
    Thursday, May 14, 2009 12:46 PM
  • Each activity type has a different “My [Activity Type]” Filter (FetchXml query).

    You may open advanced find and select the “My [Activity Type]” in the Used Saved View Picklist to see each activity filter. 

    Unfortunately these (public) views filters can not be changed using customizations.

     

     


    Blog: http://mscrm4ever.blogspot.com/ * Website: http://gicrm.upsite.co.il/
    Thursday, May 14, 2009 1:16 PM
  • Hi Adi,

    system views can usually also be customized by exporting, modifying and importing a customization file.

    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 3:55 PM
    Moderator