I've recently been working with activities in Microsoft Dynamics 365 (formerly CRM), and discovered a great tip along the way. Read on for insights around custom activites.
Showing Custom Field Data, an Activity Entity on the 'Activity Pointer' Entity
When talking to customers about activities we'll tend to talk about adding custom fields (such as categorizing) on specific activity types, such as appt or phone call, and then when we talk about exposing that in the 'My Activities' view we have the dilemma of not being able to show it. I recently encountered this with a consumer products client who wanted to categorize their tasks, appts and phone calls as "promotional", "product", "pricing" or "placement" and have that value to show up in 'My Activities' view. We were able to solve it using a business rule to write the option set value to a field that exists on each individual activity type and the Activity (Pointer) entity. That field is an ntext field called 'Additional Parameters' (schema: activityadditionalparams) on the out-of-the-box activity entities. On the Activity (Pointer) entity and any new, custom activity entities you create its display name is slightly different, 'Activity Additional Parameter', but the schema name is the same.
Hope you found these Activity tips helpful and please contact us if you need help maximizing your Dynamics CRM or Dynamics 365 solution.