You’re offline. This is a read only version of the page.
Hi,
I am wondering, is there away to add custom entities to Activity lookup views?
Thanks,
*This post is locked for comments
Hi,
just go to customization in setting menu
select your entity and in General Tab> under "Communication & Collaboration"
check the "Activities †" check box
now you see your custom entity in ragarding look for fields
Hi
You cannot create it 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
Hi Mark,
Can you explain bit more on these relationships? are we able to crate a relationship between activity and custom entity? I couldn't find the Activity entity in the Primary Entity field(this happens when try to create relationship from custom entity).
And from Activity entity there is no way to create any relationship?
Thanks,
Yes Please!!
Hi
Are you looking for Emails, Calls Etc as the activities? when you create the relationships
Hi,
I try to create a relationship from the custom entity in which Activity entity is not available in the related entity lookup field?
Hi
You will need to create a relationship between the custom entity and the activities for it to show in that list
Hi,
The New entities are not activity entities. I am trying to see the custom entities in the activity look up(ex: when open email activity i want select the contacts from the custom entity ie look for field).
Hi
Are the new entities activity entities as such? msdn.microsoft.com/.../gg309626.aspx
or are you just looking to have a lookup on the form? if so then you can just add it as a new field
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,240
Super User 2024 Season 2
#2
Martin Dráb
230,149
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (