Share
ReportI log all activities under the account rather than the opportunity. Can I run a report of activity types during a specific period from accounts?
*This post is locked for comments
You’re offline. This is a read only version of the page.
I log all activities under the account rather than the opportunity. Can I run a report of activity types during a specific period from accounts?
*This post is locked for comments
Yes, you can.
Which version do you use? Online or OnPremise?
You just select to show all of the Activities under account
In activity entity, actually CRM stored activity type, which is the activity entity, when you create a new custom activity entity, you define that this entity is Activity. For system entity, by default it has it values of Activity Type
msdn.microsoft.com/.../afe17a4a-fdca-44b4-8c14-a19ba327662e
CRM stores in the Activity table the type of the Activity, whether Appointment, Task, Phone Call, Fax, Letter, etc as Option Set value which is you can query using SQL or Fetch XML.
So yes, you can.
Thanks.
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...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (