locked
Related records in Activity views RRS feed

  • Question

  • I've added a custom entity called Project and have set a many-to-one relationship from Project to Opportunity.
    The Opportunity form now contains a list of related projects and I have a related opportunity attribute on my project entity - all is well.

    Now, when I look at the activities in an opportunity I also want to see activities attached to related projjects. This doesn't seem to work (I select 'Include related records' in the activity view).

    Can anyone tell me what constitutes a 'related record' in this context and whether there's anything I can do to get my project activities to appear when looking at the opportunity?

    TIA,
    David
    Tuesday, February 26, 2008 11:22 AM

Answers

  • Unfortunately this is not possible. The 'related record' functionality only applies to system entities, and cannot be used for custom entities

     

    Tuesday, February 26, 2008 12:11 PM
    Moderator

All replies

  • Unfortunately this is not possible. The 'related record' functionality only applies to system entities, and cannot be used for custom entities

     

    Tuesday, February 26, 2008 12:11 PM
    Moderator
  • Dear David,

     

    its not possible

     

    You can define your own page and get related activities show that into grid through developement.

     

    Regards,

    Imran

     

    http://microsoftcrm3.blogspot.com

     

     

    Wednesday, February 27, 2008 7:35 AM
    Moderator