7.20.2005

Customizing Activity Views

This question comes up so frequently, I don't know why I haven't posted it here on my blog already. The out-of-the-box views of activities are not very helpful at all. The first thing anyone using CRM 1.0 or 1.2 wants to do is put more useful columns in the activity views. I'm not sure if this was an accidental oversight of Microsoft or not, but the view customization forms are available, they just aren't linked to from anywhere in the web UI's customization pages.

There is an undocumented way to customize activity views in MSCRM (there are many posts on the Microsoft CRM newsgroup about this). Go to the following URL where 'crm' equals the name of your crm server:

http://crm/tools/viewEditor/viewManager.aspx?id=00000000-0000-0000-00AA-000010001899

you can also try these GUIDs to customize other views:

00000000-0000-0000-00AA-000010001899 My Activities
00000000-0000-0000-00AA-000010001900 Open Activities
00000000-0000-0000-00AA-000010001901 Closed Activities
00000000-0000-0000-00AA-000010001902 All Activities
00000000-0000-0000-00AA-000010001903 Activities Associated View
00000000-0000-0000-00AA-000010001911 Homepage
00000000-0000-0000-00AA-000010001951 Sales Process Activities Subgrid
00000000-0000-0000-00AA-000000666100 Activities Advanced Find View
00000000-0000-0000-00AA-000010002000 Associated View: Notes
00000000-0000-0000-00AA-000010001203 Associated View Opportunities
00000000-0000-0000-00AA-000010001204 Articles
00000000-0000-0000-00AA-000010001205 Associated View: Teams
00000000-0000-0000-00AA-000010001206 Associated View: Competitors
00000000-0000-0000-00AA-000010001207 Associated View: Business Units
00000000-0000-0000-00AA-000010001208 Associated View: Roles
00000000-0000-0000-00AA-000010001209 Articles - Manage KB Search
00000000-0000-0000-00AA-000010001210 Associated View: Contacts

15 comments:

Anonymous said...

Hi Matt,

The metioned link does'nt work.

http://crm/tools/viewEditor/viewManager.aspx?id=00000000-0000-0000-00AA-000010001899

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Regards

Parasuraman K

Matt Wittemann said...

Make sure that you replace 'crm' in the URL with the name of your CRM server, and it should work fine.

Anonymous said...

Hi Matt,

Thanks for a great post - when I try to save my changed view I recieve the error

"Ugyldigt element-id
Element-id'et er ugyldigt. "

translates into "invalid element-id"
the element-id is invalid"

Do you have any idea why this happends?

Kind regards

Lars Buur

blog: www.myagent.dk

Anonymous said...

Likewise here -- I tried to customize the "Activities Associated View" to add a "Due Date" column. When I clicked "Save" I got "Error Description: Invalid item id". Any thoughts?

Anonymous said...

Add curly braces to the GUID:
http://crm/tools/viewEditor/viewManager.aspx?id={00000000-0000-0000-00AA-000010001899}


:)

Anonymous said...

This has been very helpful but cant locate the history tab view?
need to add actual end date for sorting

Anonymous said...

You can find a list of the available views in the SavedQueries table in the CRM database. Locate the name of the view you want then use its GUID in the URL. The view you want for the History tab is called AssociatedItems, IIRC.

Anonymous said...

Hi Matt,

I wanted to customise home page which shows activities. I wanted to add a column for time which should show when that activity is due by time. But when I clicked to add columns I don't get column called ScheduleStart, its this column where time is stored. Please help

Anonymous said...

Matt,

Do you know of a way to customize the Account Preview window, when you click on the little arrow. I'd like to modify it to show the Subject (ie notes part) of the Activity.

Thanks, Jim

Anonymous said...

Matt is there a way to do this crm3.0?

Lisa Wilson, MBA, MCP Dynlink, LLC said...

looks like this works the same in 3.0

JP said...

I can't find the GUID for the queue view, specifically the My Work queue. Where is this under?

Thanks for the great post!

Anonymous said...

Hey Matt,

I noticed you can also customize the actual activity forms by replacing the objectTypeCode with the activitytypecode Ex. resolution of a case: http://crm/tools/formEditor/formEditor.aspx?objectTypeCode=140. Have you tried this? How would you publish this customization?

Thanks

Anonymous said...

All views are customisable through Advanced Find, and selecting "View" as the entity. Then use the lookup to select the view you would like to edit.
Simple!

Matt Wittemann said...

Yes, it's much easier in version 4.0. This wasn't the case in version 1.2, when this blog post was originally published.

 
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