When I from an account click Activities, the default filter/view is 'Include
Related "Regarding" Records'. Great. I would like expand that to include
activities associated with a custom object, which has a required referential
relationship to account.
I guess somewhere it is determined, which objects are included in the list
of 'Related "Regarding" Records', but havn't been able to locate it.
--
Best regards,
Per

Hi,

Unfortunately, MSCRM does not provide an option to add to the list of
related entities activiites - it is a common requirement to show a Child
Custom Entity's set of Activities in amongst this 'roll-up' list, however it
is one of those requirements that has to either be worked around using
Advanced Find or meet by custom development to create the revelant screen.
(or SRS Report)

Been a common requirement, I've worked on a few projects where we have built
a custom screen to show all the activities rolled up through one or more
custom entity types - the code and ASP.NET is actually moderately simple, the
difficult part comes in making the user experience consistent between
'normal' MSCRM and your custom rollup page; feel free to pick my brain if you
decide to go down this route.

--
Kind Regards, Paul McQuillan.
CRM Consultant


"Per" wrote:

One final point, you can also use the C360 Summary addon for MSCRM which
allows you to pick and choose between Activities and Notes regarding entities
that are associated with a Record - this can be an easier method to meet your
requirement without custom development.

--
Kind Regards, Paul McQuillan.
CRM Consultant


"Paul M" wrote:

Thanks Paul - looks like we'll have to dig into some custom code.
--
Best regards,
Per


"Paul M" wrote: