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Entity Customization Question - Need views to inherit activities of related entity RRS feed

  • Question

  • I went into the Opportunity Entity and added a 1:N relationship between Opportunities and Cases, and added Cases to the navigation sidebar for the Opportunity entity.  So far so good, now I can associate Cases to Opportunities, and see the Cases associated to the Opportunity by Clicking on Cases in the Opportunity navigation sidebar.

    However when I am in the Opportunity view and select Activities, and "Related Regarding Records" is selected, I want be able to be able to see the case activities associated to that opportunity, in the same way that I can see all activities related to associated orders or invoices.

    Can somehow point me in the right direction?  Can I accomplish this with simple entity customization?  Or is this system behavior that cannot be easily changed?

    Thanks

    • Moved by Donna EdwardsMVP Monday, January 3, 2011 8:49 PM (From:CRM 2011 Beta)
    • Moved by Xiaopeng Wu Tuesday, March 8, 2011 9:50 PM Forum consolidation (From:CRM Online)
    Saturday, December 18, 2010 8:30 AM

Answers

  • Hello, David.

    I'm afraid that it is impossible to do it with simple customization. As an option you can create report which will include all the required entities to be displayed.


    Microsoft CRM Freelancer

    My blog (english)
    Мой блог (русскоязычный)
    • Marked as answer by Jim Glass Jr Sunday, December 19, 2010 1:27 AM
    • Unmarked as answer by David Feynman Sunday, December 19, 2010 1:52 AM
    • Marked as answer by Jim Glass Jr Wednesday, January 5, 2011 4:04 PM
    Sunday, December 19, 2010 12:59 AM
    Moderator
  • In Jim's defence, an answer was provided to your question. For future forum browsers, this will meet their needs. It is well and good you have follow-up questions but this does not change the fact he provided an answer to your original question.

    As to your follow-up question, I would definitely go down the path of a report, as Andriy suggests. This will work online and be relatively inexpensive to implement. If a coder says they can adjust the grid functionality for a similar price (say half a day to one day of coding) lock them in for fixed price, payable on delivery because I do not believe it can be done that easily.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet http://www.twitter.com/leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, January 4, 2011 2:30 AM
    • Marked as answer by Jim Glass Jr Wednesday, January 5, 2011 4:03 PM
    Tuesday, January 4, 2011 2:30 AM

All replies

  • I'm sorry for posting this in 2 different forums but I am a bit desperate to get an answer and there seems to be a lot more activity in this forum than the CRM 2011 forum.

    I went into the Opportunity Entity and added a 1:N relationship between Opportunities and Cases, and added Cases to the navigation sidebar for the Opportunity entity.  So far so good, now I can associate Cases to Opportunities, and see the Cases associated to the Opportunity by Clicking on Cases in the Opportunity navigation sidebar.

    However when I am in the Opportunity view and select Activities, and "Related Regarding Records" is selected, I want be able to be able to see the case activities associated to that opportunity, in the same way that I can see all activities related to associated orders or invoices.

    Can somehow point me in the right direction?  Can I accomplish this with simple entity customization?  Or is this system behavior that cannot be easily changed?

    Thanks

    Saturday, December 18, 2010 8:19 PM
  • Hello, David.

    I'm afraid that it is impossible to do it with simple customization. As an option you can create report which will include all the required entities to be displayed.


    Microsoft CRM Freelancer

    My blog (english)
    Мой блог (русскоязычный)
    • Marked as answer by Jim Glass Jr Sunday, December 19, 2010 1:27 AM
    • Unmarked as answer by David Feynman Sunday, December 19, 2010 1:52 AM
    • Marked as answer by Jim Glass Jr Wednesday, January 5, 2011 4:04 PM
    Sunday, December 19, 2010 12:59 AM
    Moderator
  • I was afraid of that :-(.  And I'm sooo close to having created an ideal setup for our short term needs.  Oh well, I know we will be purchasing some partner add-ons once the marketplace goes live and/or hiring a consultant.  Thanks Andriy.  Follow-up question.  If I were to pay a consultant for the customization that would be required to enable this type of functionality, could it be uploaded to the online solution?  Or is it only possible with in-house?

    p.s. Jim, has anyone ever told you that you have a hair trigger finger on the "mark as answer" button ;-)?

    Sunday, December 19, 2010 1:52 AM
  • Hello, David.

    Do you use CRM Online? In this case i would not be able to help you because I have no experience with it. You can ask your question here - http://social.microsoft.com/Forums/en-US/CRMOnline.

    If not - if you use On-Premise or Partner Hosted solution - I think it would be possible without having consultant in-house.


    Microsoft CRM Freelancer

    My blog (english)
    Мой блог (русскоязычный)
    Sunday, December 19, 2010 8:39 AM
    Moderator
  • Yes, CRM Online, at least right now.
    Sunday, December 19, 2010 10:26 PM
  • In Jim's defence, an answer was provided to your question. For future forum browsers, this will meet their needs. It is well and good you have follow-up questions but this does not change the fact he provided an answer to your original question.

    As to your follow-up question, I would definitely go down the path of a report, as Andriy suggests. This will work online and be relatively inexpensive to implement. If a coder says they can adjust the grid functionality for a similar price (say half a day to one day of coding) lock them in for fixed price, payable on delivery because I do not believe it can be done that easily.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet http://www.twitter.com/leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Tuesday, January 4, 2011 2:30 AM
    • Marked as answer by Jim Glass Jr Wednesday, January 5, 2011 4:03 PM
    Tuesday, January 4, 2011 2:30 AM
  • Thank you for the advice Leon, much appreciated.
    Thursday, January 13, 2011 9:49 AM