Custom Field for Activities that is Reportable

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Posted on by Community Member Microsoft Employee

Hi,

I'm new to Dynamics, so learning my way. We are running CRM 2013 and we want to be able to capture the whole list of topics our sales team talk about with their clients.

Basically I want to be able to select multiple topics our team talk about with their clients, either through a series of customer check boxes added, yes or no type fields or however is best to achieve this and then report on them.

I'm finding it difficult to get to that third tier of reporting as I can draw a report on various activities conducted but not the level below with the list of topics covered.

We just have a team that can cover multiple products, items in one discussion and we want to capture that in the one activity.

Is this possible?

Please bear in mind I am not fluent in coding, just starting to learn so any solution if you could explain in depth would be great.

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Verified answer

Kokulan 18,048 on at

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RE: Custom Field for Activities that is Reportable

Hi

Could you please make sure you did a publish on the appoint entity or publish all to make sure your customizations are published.

If you created your field from Form field explorer and added to form, you will have to do a save and publish of the form as shown below

For the field to be published properly, you could also do Entity Publish as shown below

Or a Publish All to make sure all your customizations are published as shown below

Note : When you do any customization its a recommended practice that you do that in a solution so that if you want to deploy your customization to different environments like Test or Production or UAT, you just have to deploy your solution to deploy.

About reports, yes you can create reports in CRM, you have following options to create Reports

01. Using Report Creation Wizard - You will have to follow through wizard steps to create a report - This is used for simple reports

Please follow the link to learn more about this type of report

[View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/create-edit-copy-report-wizard:750:50]

[View:https://community.dynamics.com/crm/b/powerxrmblog/archive/2017/02/24/creating-custom-reports-in-dynamics-crm:750:50]

02. You can create Custom Fetch or SQL based report. SQL Based report is only supported by CRM On-Prem. Yours is currently On-Prem so you can create FETCH / SQL Based SSRS report but if you create in FETCH your future proofing your solution so that if/when you migrate to CRM online, you do not have to re-write the report, it will still work.

Intro Link

[View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/analytics/get-started-writing-reports:750:50]

SSRS Report using FETCH : [View:https://community.dynamics.com/nav/b/threadpunter/archive/2017/09/26/ssrs-reports-for-dynamics-365-using-fetchxml:750:50]

SQL Based Report : [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/analytics/create-a-new-report-using-sql-server-data-tools:750:50]
Community Member Microsoft Employee on at

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RE: Custom Field for Activities that is Reportable

Thank you for your quick response and sorry in my slow one. When creating the custom fields we are currently tryin it in our development site and have added them to the standard appointment form as a simple yes/no. However I can't find them to report on them. Have I missed something when creating them? Maybe mapping them? Also is their a way to actually do a report on these rather than an advanced view?
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David Jennaway 14,063 on at

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RE: Custom Field for Activities that is Reportable

If you've create custom fields on the activity, you can report on these via advanced find. The two main options are:

Search on the customer (account or contact), linking to the specific activity type (e.g. email, appointment or custom activity entity), then filter on your custom fields. This will let you retrieve records where the custom field values are set, though you won't be able to set the values in the output

Search on the activity entity, and add fields from the customer into the columns. This will allow you to include the custom fields, and customer fields in the output, though only if the activity is linked to the customer via the regarding field (if it's linked via an activity party (e.g. an appointment attendee or email recipient)), then you won't be able to get any other customer fields in the output
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Jharana Baliyar Singh 2,665 on at

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RE: Custom Field for Activities that is Reportable

Hi Rhiannon ,

Well, you can create your own custom fields for the entity which one you want & we have various options to select the datatype of that particular field & putting them in to form & make them publish, thats it. Here no need to code anything until unless it is not available from dynamics crm side.

Thanks,

Jharana
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Kokulan 18,048 on at

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RE: Custom Field for Activities that is Reportable

You can add custom fields to existing activities or you can also create custom activities for your specific need. No need for any coding at all. You just have to create and add the fields to form and publish it. Let us know if you need any guidance on this.