CRM 2015 – What developers need to know about the activity entity

Hosk's Dynamic Blog

Microsoft Dynamics CRM has different Activity entities, showing actions from the CRM users.  ActivityPointer records are automatically created when an Activity record is created, enabling developer to retrieve different Activity types with one request.

If you don’t understand how to use the ActivityPointer record you can quickly get bogged down trying to retrieve individual Activity types.

CRM developers should think in entities when designing CRM solutions, activities track the activity and effort of the people using the CRM Solution.

Activities are the actions users do in CRM, often tracking the interaction between users and customers.

CRM has lots of different activities

  • PhoneCall
  • Task
  • Letter
  • Email
  • Appointment
  • Fax
  • Custom Activities

Tracking the activity of users/customers, records the time spent on CRM records. For cases, you can see activities associated with the case.   Tracking activities allows different people to work a record with a full knowledge of the status of the case.

Activity…

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Published by Sreeni Pavalla

Working as a Assistant Technical Manager in Positive Edge Technologies. Having over 11 years of extensive hands-on experience in MS Dynamics CRM 4.0, 2011, 2013, 2015, 2016, Dynamics 365 with over 5 years of experience in CRM Online. You can visit my blog here https://sreenipavalla.me/

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