Kelsey Petersen No Comments

As you are probably aware, Dynamics CRM is undergoing some changes and one of them is a new name, Dynamics 365. My blog posts this month will focus on some of the functionality updates available in v8.2 and our next meetup will review them in more detail. Be sure to sign up and join us!

Historically, when you have activities associated with a custom entity, those activities do not roll up to the related account. This can be frustrating because you aren’t able to get the full picture from the account like you’d expect. Now you’re able to specify if activities roll up from custom entities. Open the relationship screen between the account and your custom entity. There will be an option to change the Rollup View from Cascade None to Cascade All. Save and publish your changes and you’re all set!