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Customer experience | Sales, Customer Insights,...
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Leveraging the Activity Entity in CRM

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Posted on by 30

Hello - Are there any Demo's out there showing you how to utilize the Activity entity in CRM and how to maximize the use of it?

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  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Leveraging the Activity Entity in CRM

    What exactly are you trying to find out?  Might get some very generic replies, take a look at the ms doc page: docs.microsoft.com/.../activity-entities

    High level, you should be able to: send emails and receive emails via outlook integration/user mailboxes.

    Portal Comments - comments from/to the portal

    Appointments - can display on your outlook calendar (though I havent touched this in a few years)

    Tasks - pretty open to what you can do with them.

    All the activity types tie to most/all tables, you can enable this.

    Activities is more of an umbrella term over many activity types - that have their own table.

  • Suggested answer
    CRMJetty Profile Picture
    3,512 on at
    RE: Leveraging the Activity Entity in CRM

    Hello Partner,

    pls refer this video,

    https://www.youtube.com/watch?v=5cdBFIuxK5E

    https://www.sherweb.com/blog/dynamics-365/activity-entity-in-dynamics-365/

    I hope it helps,

    Thanks.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

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