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3 VotesCRM 2013 On-Premise > What is the out-of-the-box filter criteria for the My Team Members' Activities View?
The view filters would include all records owned by all users who are members of any Team which Alice is also a member of.Answered | 9 Replies | 2063 Views | Created by viktor.j - Thursday, April 9, 2015 12:55 PM | Last reply by Adam Vero - Thursday, April 30, 2015 10:05 AM
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1 Votes
Filter Team lookup CRM 2013
Thanks, but that filter is only to show teams in the same business unit.Answered | 7 Replies | 1661 Views | Created by RDevelopment - Wednesday, September 3, 2014 3:14 PM | Last reply by Jithesh Karumampatty Kalam - Friday, September 5, 2014 12:32 AM -
0 Votes
System views - filter criteria not retained
System views sometimes get corrupted when you change the filter criteria.Answered | 3 Replies | 2927 Views | Created by Anuruddha Jaithirtha - Thursday, June 6, 2013 10:36 AM | Last reply by Anuruddha Jaithirtha - Friday, June 7, 2013 8:57 AM -
2 Votes
Change filter criteria for Associated View
When I delete: <filter ...Answered | 6 Replies | 9768 Views | Created by Jay C. _ - Friday, July 3, 2009 2:29 PM | Last reply by Amir Shenouda - Wednesday, April 4, 2012 8:05 PM -
0 Votes
Customize activities view on CRM 2013 social pane
http://crmbusiness.wordpress.com/2014/02/03/crm-2013-the-social-tab-is-good-but-would-be-better-if-you ...Answered | 2 Replies | 1756 Views | Created by Øystein W. Jenssen - Monday, May 5, 2014 11:49 AM | Last reply by Mayank Pujara - Monday, May 5, 2014 5:23 PM -
4 Votes
Insert a filter on the Activity view
Just create a view with the required filtering.Answered | 4 Replies | 4976 Views | Created by Casper Schau - Friday, October 15, 2010 8:12 AM | Last reply by Vikranth Pandiri - Friday, October 15, 2010 1:01 PM -
0 Votes
Date criteria in crm OOB views crm 2011
Hi, this view is not possible with the OOB date filters My blog: www.crmanswers.net - Rockstar 365 ...Answered | 2 Replies | 890 Views | Created by Jayashree Bhogle - Tuesday, May 13, 2014 10:32 AM | Last reply by Jayashree Bhogle - Tuesday, May 20, 2014 4:04 PM -
2 Votes
Why is there no "Re-Activate" option for the Activities in CRM out of the box?
You would then either run the workflow from within the activity you want to re-open, or if you wanted to do a mass re-open you could run the workflow from the advanced ...Answered | 7 Replies | 12294 Views | Created by Srihari R - Friday, July 1, 2011 7:09 AM | Last reply by JimYarbro - Tuesday, March 10, 2015 9:48 AM -
2 Votes
CRM view custom filter
I can create current month filter in a view, but this filter will get records of current year only.Answered | 11 Replies | 8302 Views | Created by a_vitaly_ - Thursday, March 31, 2011 8:20 AM | Last reply by Jehanzeb.Javeed - Tuesday, July 26, 2011 9:50 AM -
1 Votes
View records from all my team colleagues
If you want to exclude such records from the view, add the necessary filters.Answered | 4 Replies | 1493 Views | Created by toLL_net - Thursday, April 25, 2013 1:38 PM | Last reply by Jukka Niiranen - Friday, April 26, 2013 8:26 PM -
0 Votes
what are filtered views
Hi, Filtered Views are role based views that do wonderful things for the application developer needing to get access to data from the CRM ...Answered | 2 Replies | 2756 Views | Created by Sandra.CRM - Friday, September 14, 2012 5:43 PM | Last reply by Imran I Abbasi - Friday, September 14, 2012 10:10 PM -
2 Votes
CRM 2013 Changing Default Activity Associated View for Account Entity
Hi, You can just change the filters on the associated view so that it shows all records.Answered | 2 Replies | 4869 Views | Created by Nicksoft2011 - Friday, May 30, 2014 8:55 PM | Last reply by Paul Nieuwelaar - Saturday, June 21, 2014 1:36 PM -
0 Votes
Default Activity View in CRM 4.0
My query would need to look like this.Answered | 3 Replies | 8739 Views | Created by _MRWilson1980_ - Wednesday, May 13, 2009 8:26 PM | Last reply by JuergenBeck - Thursday, May 14, 2009 3:37 PM -
5 Votes
Changing Default Filter in Activity and History Associated View in CRM 2011
I found a working script for CRM 2011 from the German Dynamics CRM forum and wrote step-by-step instructions on my blog on how to apply it to change the Activities ...Answered | 8 Replies | 17963 Views | Created by Mirco Rubel - Thursday, July 21, 2011 1:55 PM | Last reply by koolraap - Tuesday, August 28, 2012 11:41 PM -
0 Votes
Team views
Here is the screenshot that shows an idea for a filter that should be used for a team view: Freelance Developer for Dynamics CRM ...Answered | 2 Replies | 1902 Views | Created by J Jarvis - Wednesday, January 30, 2013 6:44 PM | Last reply by Andrii Butenko - Wednesday, January 30, 2013 8:20 PM -
1 Votes
Moving records from Active View to Custom View
Go to Settings-->Customization-->Customize Entities-->Entity name-->Forms and Views-->Active ...Answered | 8 Replies | 4779 Views | Created by Arun Prasanth - Thursday, June 3, 2010 12:16 PM | Last reply by Arun Prasanth - Monday, June 7, 2010 4:28 AM -
0 Votes
Dynamics CRM 2013 On-Premise: SMS-Service EMEA
Here is a good blog that describes the approach you could use when trying to implement yourself.Answered | 2 Replies | 1473 Views | Created by CRMBE - Thursday, December 26, 2013 6:35 PM | Last reply by CRMBE - Friday, December 27, 2013 8:24 AM -
0 Votes
CRM Email notification on activity creation
Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribeWant to hear me talk about all things CRM?Answered | 4 Replies | 5030 Views | Created by zachfree - Tuesday, November 24, 2009 3:23 PM | Last reply by Leon Tribe - Friday, November 27, 2009 9:00 AM -
11 Votes
restrict VIEWS according to the team or user
Yes that worked out...thanks to both of you S.Khan and AniMandal Fkhoja HI all, I am using microsoft ...Answered | 7 Replies | 7703 Views | Created by Fkhoja - Wednesday, March 23, 2011 4:34 PM | Last reply by Sanaullah Khan - Wednesday, August 31, 2011 11:55 PM -
0 Votes
Filter view results using pick list
You may create custom views and give the search criteria to meet your requirement.Answered | 4 Replies | 6353 Views | Created by Shafeeq Hussain - Tuesday, June 9, 2009 2:08 PM | Last reply by Shafeeq Hussain - Monday, June 15, 2009 6:27 AM - Items 1 to 20 of 328252 Next ›
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