CODEWITHSUNDEEP
dynamics-crm-2013
Yogesh Dave
Yogesh Dave

Reputation: 83

How to set Associated View as default view in crm 2013.?

How to set Associated View as default view in crm 2013. ?

I am in Account Entity.

  1. In Notes& Activity Section
  2. Activity shows Open Activity as a default view.
  3. It's not allow me to set Open Activity Associated View to default view .

Is there any way to do this customization in crm 2013

Upvotes: 1

Views: 6104

Answers (1)

Zach Mast
Zach Mast

Reputation: 1718

In your solution under Entities -> Activity-> Views you will see a list of all the views associated with activities. You will see that "Open Activities" has a type of "Default Public View" and that a number of other views including all those that you create will have a type of "Public View." Select the public view that you would like to be default and under the "More Actions" drop-down select "Set Default."

Edit: On second read of your question I notice that you may have already tried this and the issue is that you can only set a public view to be the default view. You should create a public view that is identical to your Associated View and set that to be the default public view.

Upvotes: 2

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