Display Task entity underneeth of Dashboard(CRM 2011)
Question
Answers
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Hi
First when you are looking at actvities, click on advance find then click on detail in the ribbon and then you can add filtering creterion activitytype =task as shown in the screen shot.
and then save the view. After saving click on saved view and select the view and set as saved view. It will set this new view with just task as default view.
There is nothing like views based on security role. I answered something like here
http://social.microsoft.com/Forums/en-US/crm/thread/a3a1d9e7-ee52-4efd-ab48-a439bcdb98cc
I hope this helps.
Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com- Proposed as answer by Amreek Singh Monday, October 24, 2011 11:53 AM
- Marked as answer by MSCRMS Monday, October 24, 2011 2:20 PM
All replies
-
Hi
First when you are looking at actvities, click on advance find then click on detail in the ribbon and then you can add filtering creterion activitytype =task as shown in the screen shot.
and then save the view. After saving click on saved view and select the view and set as saved view. It will set this new view with just task as default view.
There is nothing like views based on security role. I answered something like here
http://social.microsoft.com/Forums/en-US/crm/thread/a3a1d9e7-ee52-4efd-ab48-a439bcdb98cc
I hope this helps.
Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com- Proposed as answer by Amreek Singh Monday, October 24, 2011 11:53 AM
- Marked as answer by MSCRMS Monday, October 24, 2011 2:20 PM
