Solved

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

Posted on 2011-02-28
2
739 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

Enabling OSINT in Activity Based Intelligence

Activity based intelligence (ABI) requires access to all available sources of data. Recorded Future allows analysts to observe structured data on the open, deep, and dark web.

Join & Write a Comment

Suggested Solutions

In my daily work (mainly using ASP.net), I need to write a lot of JavaScript code. One of the most repetitive tasks I do are the jQuery Ajax calls. You know: (CODE) I don't know if for you it's the same, but for me is soooo tedious to write the …
Article by: DanRollins
This article describes a JavaScript program that creates a maze made of hexagonal cells.  In Part 2 (http://www.experts-exchange.com/Programming/Languages/Scripting/JavaScript/A_7850-Hex-Maze-Part-2.html), we'll extend the program by adding a depth-…
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…

760 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

19 Experts available now in Live!

Get 1:1 Help Now