we have critical scenario with customer where we have to restrict Activity records on the Activity(Activity Pointer), we have written logic on the Activities Retrievemultiple to filter activities on the views and advanced finds. It works fine everywhere in the system except one place mentioned below.

Interestingly on the Customer form under the Activities Link when user sets the Filter to Related �Regarding� Records the plugin doesn�t execute and we are unable to filter the activities there. After debug and researching we found that CRM uses �Rollup� message in below scenario where it gets the children and grandchildren related activities on the Customer.


we tried registering the plugin on the Rollup message in Plugin registration tool and figured that its exposed. Also we further found that there is a way to expose this messages by updating the SdkMessageFilter entity attribute �IsCustomProcessingStepAllowed� to 1, which is not supported by the SDK and only way to do is to update by database script below, After which Rollup message is available/allowed to register plugin.

Update SdkMessageFilter
Set IsCustomProcessingStepAllowed = 1
Where SdkMessageId in
(Select SdkMessageId From SdkMessage Where Name = 'Rollup')


We are on CRM 2011, UR 13.

This is not consistent by behavior and there must be some way to allow plugin to be registered on Rollup message of Activity Pointer for Accounts.