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Customer experience | Sales, Customer Insights,...
Answered

Activities checkbox greyed out

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Posted on by 10

Hi there,

I have created several custom entities (defined as an activity entity).  Requirements have changed for these entities and now I would like to be able to tick the Activities checkbox under "Communication & Colloboration" but it is greyed out and won't let me tick it.  I want to take advantage of some of the features this brings.

I've googled and it seems that this must be ticked at time of entity creation.  Is there anyway I can tick this box?

If not, are there any workarounds other than to delete the entity and start again (I don't want to do this as it's a big job)

Thank you

Dave

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  • Verified answer
    sdfasdf Profile Picture
    842 on at

    The information you've found is correct: this setting is only available while creating the entity. Once the entity has been created, you won't be able to change it.

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    If you are comfortable in writting c# code in console application, you might be able to modify this.

    Please see below docs from microsoft which has details that can be used to update entity metadata.

    docs.microsoft.com/.../customize-entity-metadata

    Please mark my answer verified if I were helpful!

  • davidstillman Profile Picture
    10 on at

    Thank you Nathan and Bipin for your replies.

    @Bipin I tried to do this but the CRM API stops me changing the metadata with the following error:  "A custom entity defined as an activity must not have  a relationship with Activities"

    As @Nathan suggested, I'll recreate the entity.  Thanks again both for your time.

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