How to change Emails view in history tab in Microsoft Dynamics CRM
Most CRM clients would like to view emails in the entity history tab. The history tab purpose is to present all closed activities. By default this view look like that:
As you can see there are many fields that are not needed in emails view such priority, due date and activity status. Also, when we track many emails, it is difficult to locate the email that we are looking. We can add the activity description column ,which is the email body to the view ,which will enable us to view emails body as a tool tip without the need to open each email!
To modify this view we go to the closed activities associated view (from setting - customization - custom entities - Activity) :
We remove from this view all the fields that we don't need and we add the Description field which contains the email body! We may like to change the column width property to 200 or 300 pixels.
We publish the updated view and now when we go to the history tab of any entity we can put the mouse on the description column and view the text in the email body as a tool tip without needing to open the email! this can allow us to locate easily emails!
See example:
