Matt Wittemann has an excellent post that shows you how to show imbed the list of activities associated with a contact or an account directly on a data entry form.
Besides being cool, this technique shows you a couple of interesting customization tricks including iFrames and working with CRM URLs to show normal CRM web pages in new ways.
Great work Matt.
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Is it possible to combine both open and completed activities in an iframe to display on an opportunity, or contact screen?
Not in CRM 3, but I think it's possible with CRM 4. CRM 4 allows you to specify a view ID to be used when displaying an Entity grid. CRM 3 doesn't have this ability – it just displays the "default" view.
So, what you would do would be to create a new view that looks for a status of Open and Completed/Closed. Display that view of activities, then use the new Copy URL menu item ( from Actions ) to capture the URL. This is what you would use when populating the iFrame.
If I get time, I'll try and write and article on that topic.
i tried to combine both open and completed activities in an iframe to display on an contact screen but was not able to do that.
How can i create a view that would display both open and completed activities by taking the contactid as parameter.