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Unrelated account activities showing up on Account entity.

Nikita Manoharan on 4/16/2015 1:30:00 AM

1. We have few Accounts in CRM.
2. We open an Account and then open the associated view for Documents for a particular account.
3. When we open the Documents it shows few of the activities which is not related to that account.
4. The filter criteria was for the search is"Include: Related"Regarding"Records".
5. We understand that if we go ahead and change the filter criteria from Related"Regarding"Records" to "This Record only", it shows us the accurate information.
6.We would like to get appropriate information related to the specific account view with the Related"Regarding"Records" criteria so that it wont create confusions.

Category: Unified Experience: Search, navigation and performance
STATUS DETAILS
Declined
Ideas Administrator

Dynamics 365 Sales (administrator)

Thank you for your feedback. We are declining/closing this idea as it has been open for more than 2 years and has not received sufficient numbers of votes. If the idea is still valid, request you to re-submit the idea.