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Filter Activities on Account Form by Department

  • 1.  Filter Activities on Account Form by Department

    Posted 9 days ago
    ​Our marketing users are requesting to see just marketing activities as the default when they view the Account form. They aren't able to easily find their latest marketing activities because they are often listed beneath multiple Client Call Center activities and fall out of view. We currently use the Social Pane on the Account form for viewing activities. Has anyone else had a request from their users to be able to see just activities from their department as the default view on the Account form? We are looking for a solution that will still roll-up activities from related entities (e.g. Contact, Opportunity) to the Account. Has anyone else identified a solution for this? We are using Dynamics 365 On-premises (version 8.2)

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    Darcie Forster
    Systems developer
    Federated Insurance
    Owatonna MN
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  • 2.  RE: Filter Activities on Account Form by Department

    TOP CONTRIBUTOR
    Posted 8 days ago
    @Darcie Forster - Just out of curiosity, are the child activities not rolling up to the account currently? Because they should by default. However, it will not roll up the activities of grandchildren records to the grandparent account. It's on the Parent/Child activities that are rolled up. For example, if you have 5 contacts on account "ABC Company", and each of the Contacts have 1 activity, then you should see 5 activities on the "ABC Company".

    Also, you may want to look at the Social Pane settings to ensure it's showing all activities. There are options to show only certain activity types under the Social Pane settings in the Form Editor.

    Lastly, have you tested in Advanced Find a way to show only the Marketing activities?
    Are the marketing users part of a team or business unit? ​If so, you could isolate activities created by users that are in a specific team or business unit. Then you could create a View for this that is displayed on the Account form as a subgrid.

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    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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  • 3.  RE: Filter Activities on Account Form by Department

    Posted 8 days ago
    ​Yes, the child activities are rolling up in the social pane as desired.  Our only complaint with the social pane is that is doesn't allow filtering by department.  We have a plan for identifying the department each activity is associated with and we could use a sub-grid to display just activities created by a specific department.  However, we want this sub-grid to continue to roll-up activities as the social pane does and we need it to perform well. Basically, we want the Activity Associated view (without the built in filter options) available as a sub-grid on the company form with a filter by the user's department.   We were hoping others may have found a solution for this that doesn't require development of a custom grid.

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    Darcie Forster
    Systems developer
    Federated Insurance
    Owatonna MN
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  • 4.  RE: Filter Activities on Account Form by Department

    TOP CONTRIBUTOR
    Posted 8 days ago
    I agree with what Aaron said.  To go one step further, you could create a separate form for each department/team/whatever that needs a separate subgrid.  Most of the fields may be the same on each form, and you can keep the same timeline on each form.  On the Marketing form have a subgrid showing just Marketing activities (aside from the timeline).  On the Client Call Center form you could have a subgrid showing just their activities (along side the timeline).  It's a little bit of overhead for the admin; if you update/add/remove a field on one form you'll probably need to make the same change on all of the forms.

    Then you can control access to the forms via Security Roles so each department only seems their relevant form.  Once you start building apps in the Unified Interface, you can control which forms are a part of each app.

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    Ben Edgren
    CRM Applications Manager
    Hufcor, Inc
    Janesville WI
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