Dynamics Community Forum Thread Details

Custom field for "Activity" Entity instead of each separate "activity type"

Hello,

Is there a way to add a custom field to the "Activity" entity type? I want to clarify I DO NOT want to create a custom field for each individual activity type such as phone call, appointment, etc. This "activity" entity is a special entity that applies and ties all other activity entities together. This is what allows us to search "actual end" in the activities views and have results that show multiple activity types. Other fields that are part of this special entity are created on, created by, etc.

For example, I would like to create a "topics" field that is a multiselect option set where a sales person can select many different company initiatives that they spoke about on a given call/email/appointment/etc. By allowing this input, I would like to then be able to search/filer/sort for all activities of all types where "specific topic" was selected to see activities where that company initiative was selected.

I know you can create the field in each specific entity separately, but then I am creating several different fields that don't tie together and would need different "views" for each entity type to find the related activities

In the customization options, you can select this special "ACTIVITY" entity type but there are no forms to edit and no "new" button to create any fields. I would like a field that applies to all of these activity entities the same and allows searching/filtering/sorting by this field that applies to all activity types. That way I would be able to go to any activity view and filter or sort by one field instead of several if I needed to create similar separate fields within each entity.

Actual End is a good example of the type of field that utilizes this functionality. If I am in an activities view and I search for an actual end date, it is showing me an actual end field that acts like a "global" field between all activity entities/types. It does not act like a separate field created for each entity.

This is a little complex so I hope I explained that properly.

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