Monday, August 25, 2014

MSCRM 2013: Viewing Activities in Related Entities

Here's the scenario- 

You've got a custom entity, let's call it "Job".  A Job is created when an Opportunity is Won.  You'd like to have all the Activities from the Opportunity visible in the Job form.  

Quick View form to the rescue!  If you are a System Administrator or Customizer, you can create a Quick View Form in the Opportunity:  

Place the Activitites Subgrid on the form:

Save and Publish.

Next, Add the Quick View Form to the Job Form:

Save and Publish.  

That's it, now you've got your Opportunity Activities displayed on the related Job form.



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