Let’s say I’m looking up an Account record in Dynamics CRM and want to see all of the associated Activities to plan out my next course of action. I click on Activities from within the Account record and see that they are sorted by Open Activities scheduled in the next 30 days. That’s dandy! But what if I want to see activities from the past as well? Normally I’d need to select “All” from the dropdown to navigate to this view, since out-of-the-box views are broken up by open and closed activities.
As you might have guessed, there’s a way I can customize these views to display what I want! All I need to do is install PowerOneView, (which just happens to be free to try for 30 days).
Let’s do a quick comparison so you can see the awesomeness of PowerOneView.
Here’s a snapshot of the out-of-the-box solution, with “Next 30 days” as the default view. It doesn’t display any custom records:
PowerOneView shows everything created in the last 6 months, as well as everything modified in the last 6 months. That meeting I attended 2 months ago will be here, and so will the meeting I booked for next month:
PowerOneView consolidates all related activities and records (including custom entities) in one view, so I can quickly scroll through and get an idea of everyone’s interactions with this account, person, opportunity, case, and so on.
Users can also sort related records by when they were created, modified, the Type or Status of the record, and decide whether or not to include child records in the view:
But wait! There’s more! I can look into the related records without opening them with the configurable Reading Pane on the right of the screen:
PowerOneView is added to Contact, Lead, Account, Opportunity and Case entities upon import, but can easily be added to any CRM entity.
You can take PowerOneView one step further by customizing how your organization uses this tool. Consider removing the Activities, Closed Activities, and other tabs on the Left Navigation Bar altogether. This will help users get used to a centralized location for all record data in PowerOneView. No more going to different screens to find information you need – it’s all in PowerOneView.
Keep checking back for more tips and tricks on Dynamics customizations, or let us know how we can help.