New cascade behaviour to enable rollup of activities for parent entity relationships. This would allow a parent entity to view activities of its children in the same way Account and Contact offer this feature. This would allow custom entities to obtain the same richness as built in features.
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Especially with the new subgrids in CRM 2011, the activity rollup logic and the limitations of the functionality have become highly confusing. I explored these issues in a recent blog post, just to get my head around on what data is rolled up and to what level of the hierarchy. A re-design of the rollup feature would be highly welcome. http://niiranen.eu/crm/2011/06/crm-2011-subgrids-aint-what-associated-views-used-to-be/
Category: Unified Experience: Search, navigation and performance
This has landed in Dynamics 365 - Fall Release of 2016 (v8.2).
Category: Unified Experience: Search, navigation and performance
Thank you for your suggestion. We are considering this functionality for a future release of CRM. Mike Carter This posting is provided "as is" with no warranties, and confers no rights.
Category: Unified Experience: Search, navigation and performance
This should be available for ALL child entities (not just Activities and Cases) -- and should be configurable at the Relationship dialog, when the relationship is designated as "Parental".
Category: Unified Experience: Search, navigation and performance
This is highly desirable. Please add. It would be very much appreciated out-of-the-box. I am only interested in the activities associated with 'custom' child entities (under Account)..
Category: Unified Experience: Search, navigation and performance