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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Activities Entities Re...
Microsoft Dynamics 365 | Integration, Dataverse...
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Activities Entities Recording

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Posted on by dcarpenter 43

Activities in CRM are used in the standard way currently such as recording a phone call / visit / email etc. Within the subject of an activity we record certain codes that relate to criteria in the engagement team. Currently the process to analyze these codes via extraction & excel concatenation is lengthily and because its a free text field we encounter issues with irregularities. 

Is there a way to record entities on the activity through some sort of check marker? or drop down list as opposed to relying on the subject?

Suggestions are welcome. 

Damien

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,482 Super User 2025 Season 1 on at
    RE: Activities Entities Recording

    We cannot use multiselect field in business rule.

    Please use Javascript.

  • dcarpenter Profile Picture
    dcarpenter 43 on at
    RE: Activities Entities Recording

    Hi Pradeep,

    Yes I have used multiselect field for the options.

    When I select entity and then field list it doesn't show, just shows the default D365 activity fields.

  • Pradeep Rai Profile Picture
    Pradeep Rai 5,482 Super User 2025 Season 1 on at
    RE: Activities Entities Recording

    Did you created multiselect field ?

  • dcarpenter Profile Picture
    dcarpenter 43 on at
    RE: Activities Entities Recording

    Thank you both for the suggestion. 

    I have created a set option list and then on each activity created a field which then pulls in these values for selection. 

    The only other issue is business rules, when I attempt to create one on the custom entity it does not show in the filter, so I am unable to set rules based on selection criteria, any ideas on this?

    Is it because the entity is unmanaged? 

  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Activities Entities Recording

    Hello dcarpenter,

    Like Pradeep said, You can create an optionset/dropdown field to manage your options for codes. Also, you can keep the subject field as a readonly field and copy over the dropdown text to it with the help of Business rule or js so that you don't have irregularities in outlook sync.

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,482 Super User 2025 Season 1 on at
    RE: Activities Entities Recording

    Hi,

    If the codes which you are using contains some list of values then I would suggest you to create a Global Option Set Field then on each Activity Type entity link this Global Option Set values with option set field.

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