Friday, February 3, 2012

CRM 2011 – Create a new activity entity

In CRM versions 3, 4 many developers customize existing activity like phone call, email, letter for a different target. CRM 2011 add the ability to create a new entity based Activity and like the create and the linked to entities.

2. publish the change and view the option to create mobile entity
3. mobile dialog opened:

Bye,
Rami Heleg

Customize Queue Items views

CRM 2011 – View Queue
CRM 3, 4 contain limitation to custom queue screen.
 The solution for CRM 3, 4:  create custom pages (a lot of work, I did it in CRM 4).
CRM 2011 allows customize Queue item screen and add columns from all related entities.

Steps:
1.       Open solution
2.       Add existing entity and select Queue Item

      3.    Open record All Items

       4.       Select fields from required entity

       5.  Save and Publish

Thanks,

Rami Heleg