After you assign a Phone Call activity that you created to another user in Microsoft Dynamics CRM 3.0, the Phone Call activity is still in the My Activities view.

This problem occurs because the value in the Sender field of the Phone Call activity is unchanged. This behavior occurs even though the value in the Owner field is changed. The Sender field includes your information. Therefore, the My Activities view displays the Phone Call activity.

To work around this problem, create a new view that contains specific settings for criteria. To do this, use one of the following methods.

Method 1

Note Use this method if you have rights to customize entities, and if you want the workaround available for all users. To use this method, follow these steps:

1. Log on to the Microsoft Dynamics CRM 3.0 Web client.
2. Click Settings, click Customization, click Customize Entities, and then double-click Activity.
3. In the Entity: Activity dialog box, click Views, and then click New.
4. In the View Properties dialog box, type a name in the Name field, and then click OK.
5. In the View: New dialog box, click Edit Filter Criteria.
6. In the Edit Filter Criteria dialog box, specify the following settings:
   • Activity Status: Equals and Open;Scheduled
   • Activity Type: Does Not Equal and Bulk Operation
   • Activity Parties (Activity):
     • Party: Equals Current User
     • Participation Type: Equals and Owner
7. Click OK.
8. In the View: New dialog box, click Save and Close.
9. In the Entity: Activity dialog box, click the view that you created, and then click Publish on the Actions menu.

Method 2

Note Use this method if you do not have rights to customize entities, and if you want the workaround for a particular user.

To use this method, follow these steps:

1. Log on to the Dynamics CRM 3.0 Web client.
2. Click Advanced Find.
3. In the Look for list, click Activities, and then specify the following settings:
   • Activity Status: Equals and Open;Scheduled
   • Activity Type: Does Not Equal and Bulk Operation
   • Activity Parties (Activity):
     • Party: Equals Current User
     • Participation Type: Equals and Owner
4. Click Find to run the view.
5. After Dynamics CRM 3.0 returns the found activity, click Back to Query.
6. Click Edit Columns, and then click Add Columns.
7. In the Add Columns dialog box, click the check boxes of the columns that you want to add, and the click OK.
8. Click Save.
9. In the Query Properties dialog box, type a name in the Name field, and then click OK.

This behavior is by design.

By default, the My Activities view contains the following settings:

• Activity Status: Equals and Open;Scheduled
• Activity Type: Does Not Equal and Bulk Operation
• Activity Parties (Activity):
  • Party: Equals Current User