Hints and Tips about Microsoft Dynamics CRM and related products. 
 
This is information is provided for general guidance only. Some features and functions may not be available to you depending on your user security role, system configuration or licence type. 
 
Always ensure you have a backup available when making changes to the system and if in any doubt ask your internal support or CRM Dynamics for assistance. 
 
These FAQ's generally are quick overviews - if you would like more detail or need some support/guidance please give us a call on 01908 929555. You will also find that most of these examples are taken from our training courses. 
 

Posts tagged “Activities”

One of the new features in Dynamics 365 v9 is the Not In query within Advanced Find. 
 
For example, users can query for all Cases that do not have a related Task, or Open Opportunities without any related Activities. 
 
To do this, users launch advanced find from the icon on the navigation bar. In the query, they choose what type of record to look for, and then select a related record type to see the Does not contain data operator. 
If when you reassign an Account/Contact/Case record all activities are also reassigned you may need to change some settings on your system. 
 
For example, when you change the owner of an Account or Contact, the default behaviour is that completed tasks, emails and phone calls will also change owner. This typically is not the desired outcome when we reassign an entity. Ideally we want ONLY the open tasks, emails, phone calls etc to be reassigned. 
 
This behaviour can be changed with a couple of straightforward changes to the system. 
Too many activities and can't find what you are looking for? 
 
After a while the Social Pane | Activities can become very long with a large number of different entries covering a long period of time. You can click on the icon to open the Associated View and filter from there. 
 
Did you know you can also filter by activity type directly within the Social Pane? 
Our site uses cookies. For more information, see our cookie policy. ACCEPT COOKIES MANAGE SETTINGS