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Customer experience | Sales, Customer Insights,...
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Caution When Creating a Custom Activity

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Posted on by 54

Good afternoon everyone,

We have the need to create a new custom Activity in our Sales environment.  Does anyone know if there are any downsides to creating a custom activity or anything we should watch out for in the future where having a custom activity might cause severe issues?

We are currently on the latest version of 365.

Thank you

  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    I don't think it could bring any kind of issue to your environment unless you plan to create gazillions of those records.

  • Tuddrussel Profile Picture
    54 on at

    Thanks Andrew.

    At most we would probably be creating 1500 a year (and even that is on the really high end of the scale).

  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Then (as one of brands is advertised) - just do it :)

  • Bipin D365 Profile Picture
    28,995 Moderator on at

    Hi,

    The only downside is - "we cannot handle security role for individual activity entity."

    community.dynamics.com/.../359093

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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