How to add more fields for activities?

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Posted on by Community Member

Hello,

I am brand new to this CRM but have experience in other CRM software. However, I cannot figure out how to add custom fields to activities. You have phone call, task, email, and appointment, but I want to add a few more specific to my business.

Secondly, how do I move the bing map on the accounts page to also show up under the opportunities page? Is this possible?

thanks,

Andrew

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Aileen Gusni 44,524 on at

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RE: How to add more fields for activities?

Hi xPIPx,

Basically, after you create a new custom activity entity, in this case is 'Follow up letter', it has fields: From and To fields, and you can lookup to select a contact, account, lead, and user. For the regarding, as long as the entity has relationship to Activity, then you can set this as the Regarding record. You can also create a new field based on your requirement to that newly created entity.

Hope this helps!

Thanks.

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Community Member on at

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RE: How to add more fields for activities?

Vivek,

That was extremely helpful, and I just created my first entity.

For the entity I created, the default fields to be filled out are subject, owner, and regarding... Would it be possible to add in a line for "to" where I can select a contact? For instance, the activity is directed to Mike, regarding this new opportunity. Is this possible?

Also, on that same view, what about the addition of a description box for more detailed notes?

Thank you

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Community Member on at

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RE: How to add more fields for activities?

Hi Xpipx,

To add a new activity entity, follow the below steps.

1.On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

Settings appears on the nav bar.

2.Click or tap Settings > Customizations > Customize the System.

3.Click or tap Entities, and then on the Actions toolbar, click or tap New.

4.Fill in the default values and select the Define as an activity entity.

5.Click or tap save.

6. Next, Click on "Publish".

You are ready to use the new activity.

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RE: How to add more fields for activities?

I want to include "Follow up Letter" for an activity type, as something I can select. Similar to the way you would select phone call, or appointment. What steps would I take to add this in? I am an administrator, so I have full access.

Thank you for the support.

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Aileen Gusni 44,524 on at

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RE: How to add more fields for activities?

Hi Andrew,

If you are referring to add new activity type, such as SMS, Store Visit, etc, then you need to create a custom entity and define the Entity ad activity, agree with Bruno.

If you want to add fields under the activity, then you need to add the fields for each individual activity type, for example you want to add operator name in the phone call entity or extension number in the phone call entity or add another field on the appointment entity, etc, then you can go to customization, customize the system, choose the entity, expand it and then you can add new fields.

And agree with Ben, not every user can create new field, the user need to be assigned with special security roles, for example system administrator or system customizer.

And for the bing map similar to Account, I dont think it is supported for Opportunity, but you can still create your own new bing map web resources.

Hope this helps.

Thanks.

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Community Member on at

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RE: How to add more fields for activities?

Hi Xpipx,

Thanks for using the forums.

I agree with Bruno and Ben on the suggestions. Regarding the Bing Map Integration, please note that Bing Maps are not available for Opportunities. They are currently available only for Account, Contacts, Leads, Order, Quote, Invoice, Competitor and System User.

To use the Bing Maps you would need to create a Bing Map key and would need to add the key details into CRM. You can create the Bing Map keys, please access the below link www.bingmapsportal.com.

To add the Bing maps onto the form, you need to customize the form and add the Bing map component onto it. You also have to option to select the address that would reflect the map.

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Bruno Lucas 5,421 on at

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RE: How to add more fields for activities?

Hi,

Do you want to add new fields to activity "types" like Phone calls and tasks? or Do you want to add a new activity "type" to activities?

Check this

http://www.powerobjects.com/blog/2011/02/22/crm-2011-custom-activity-types/.

Unfortunately list of entities that support BingMaps control is limited to Account, Contact, Lead, Quote, Order, Invoice, Competitor and System User.

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Hosk on at

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RE: How to add more fields for activities?

You have to be have administrator or customizer role.

Open the form, create new fields and add them to form, save and publish

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