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Hi all,
I'm working for a customer that uses custom activity entities to registrate their done service activities. They now have a new request to connect two activity records so they know what activity is the follow-up of it's previous activity. I wanted to make a Lookup to the Activitiy entity (ActivityPointer), but that seems simply unable to create from standard CRM.
Anyone any idea if this is possible some way?
Thanks,
Marc
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Hi Marc,
You cannot create a lookup directly to the Activity entity. You would need to create it to the specific entities that are of an Activity type - like Phonecall, Email, Task, Fax, Letter etc.
See the thread below.
Hi Marc,
What about leveraging Connections to accomplish this? The following articles discuss the details on this:
www.microsoft.com/.../create-connections-to-view-relationships-between-records.aspx
msdn.microsoft.com/.../gg328381.aspx
Let me know if this makes sense.
Thanks much,
To my knowledge, there is no straight forward way to create lookup for activity pointer.
You can work around this by having an optionset fiels say "Actovoty type" with values of all your activities and then have separate lookups for each activity entity.
so within your activity, you can say "Parent Activity Type" and then based on type you can show the respective activity lookup.
hope this help
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