We track a lot of activities. It is really frustating that I can't seem to
figure out how to add a date column to the Activities screen of an
Opprotunity.

Of course, I can add a date field to the Opprotunity Manger where all of my
opprotunities are listed. But I have not figured out how to change the
Activity screen once inside the Opprotunity.

-Jason

you cannot customize activity screens in the current versions of Microsoft
CRM. The next version of Microsoft CRM will support full activity
customization.



--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSol...aqLanding.aspx


"Jason Beckett" <jasonb@fredericksbenefits.com> wrote in message
news:ekOFXOzpEHA.2484@TK2MSFTNGP09.phx.gbl...

Hi Jason,

Look at a post (use Google Groups) from Scott Millwood of
CustomerEffective.com titled "Re: Chronological order under History" on the
10th September.


Stephen

"Jason Beckett" <jasonb@fredericksbenefits.com> wrote in message
news:ekOFXOzpEHA.2484@TK2MSFTNGP09.phx.gbl...

To augment that earlier post by my colleague Scott, here's a way you can
create new activity views, allowing you to filter as desired on any of
the supported fields (Subject, Type, Status, Actual End, Assigned To,
Created By, Date Created, Due Date, Last Updated, and Priority):


http://<crm-server>/tools/vieweditor/viewManager.aspx?objectTypeCode=134

(Replace "<crm-server>" with the name of your server, of course.)

Now, editing or deleting your custom view takes a tiny bit of work in
SQL Server. You must first run this query against the MSCRM database:

SELECT SavedQueryID FROM SavedQueryBase WHERE name = '<view name>'

where <view name> is the name you gave your view and what appears in the
Views picklist in Workplace > Activities.

Then, to edit the view, plug the ID you get from that into

http://<crm-server>/tools/viewEditor/viewManager.aspx?id={<ID>}

To delete the view, simply run either of these queries in SQL Server:

DELETE FROM SavedQueryBase WHERE name = '<view name>'
DELETE FROM SavedQueryBase WHERE SavedQueryID = '<ID>'

Chris Rogers
www.CustomerEffective.com


"Stephen Redmond" <noreply__stephen@crm.ie> wrote in message
news:eslURXzpEHA.596@TK2MSFTNGP11.phx.gbl:

After sending my previous reply, I realized that it dealt with global
custom activity views in Workplace > Activities, whereas Jason's
original question was specifically about activities associated with an
Opportunity. So, just to clarify, the precise answer to that question
is:

http://<crm-server>/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001903}
(for the Activities and History tabs)

http://<crm-server>/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001951}
(for the Sales Process tab)

CR

Thank you,

This worked perfectly!

-Jason

"Chris Rogers" <Chris.Rogers@CustomerEffective_SPAM_BE_GONE_.com> wrote in
message news:10lpa8ls7cetsd6@corp.supernews.com...