Now Reading: Dynamics 365 Social Pane – Roll Up Activities (CRM)
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Dynamics 365 Social Pane – Roll Up Activities (CRM)
With the December 2016 CRM update (8.2) for Dynamics 365 on the horizon there are a few Activities/Social Pane enhancements are about to be released.
Today i will cover setting up Roll Up Activities, Filtering & Sorting
1) Find the Entity that you need and create a relationship
2) We set the the entities required and the “Type of Behaviour” Will be Referential with the new “Rollup View” to Cascade All
3) When we go to the Child record and add some Activities to the Socal Pane
4) We…
Continue Reading TheMarkChristie’s Article on their blog
Dynamics 365 Social Pane – Roll Up Activities (CRM)
Blog Syndicated with TheMarkChristie’s Permission
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