Solved

Microsoft CRM 4.0 - How are My Activities, My Closed Activities, etc Views Determined

Posted on 2011-02-28
2
744 Views
Last Modified: 2012-05-11
When I am customizing my Activity views, I do not see a method to customize the filter criteria for items starting with "My" (e.g. My Activities, My Closed Activities, etc)

How does CRM determine if something is mine and can it be adjusted?

Thanks
0
Comment
Question by:apollo7
2 Comments
 
LVL 7

Accepted Solution

by:
stacko111 earned 500 total points
ID: 35001442
This is achieved using the Owner field and setting it to 'Current User'.

Therefore every logged on user loading the view will see Activities for which they are the owners - hence 'My Activities'
0
 
LVL 1

Author Closing Comment

by:apollo7
ID: 35019230
Thanks for the help
0

Featured Post

Is Your Active Directory as Secure as You Think?

More than 75% of all records are compromised because of the loss or theft of a privileged credential. Experts have been exploring Active Directory infrastructure to identify key threats and establish best practices for keeping data safe. Attend this month’s webinar to learn more.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

Title # Comments Views Activity
JavaScript waiting 14 68
how can display objects ? 3 22
CSS Position not returning 2 46
Need to click button twice to get results 2 32
JavaScript can be used in a browser to change parts of a webpage dynamically. It begins with the following pattern: If condition W is true, do thing X to target Y after event Z. Below are some tips and tricks to help you get started with JavaScript …
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
The viewer will learn the basics of jQuery, including how to invoke it on a web page. Reference your jQuery libraries: (CODE) Include your new external js/jQuery file: (CODE) Write your first lines of code to setup your site for jQuery.: (CODE)
The viewer will learn the basics of jQuery including how to code hide show and toggles. Reference your jQuery libraries: (CODE) Include your new external js/jQuery file: (CODE) Write your first lines of code to setup your site for jQuery…

911 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

16 Experts available now in Live!

Get 1:1 Help Now