microsoft.public.crm :: Creating a new custom activity


	Creating a new custom activity I am very new to CRM 3.0 so apologies if this is an obvious question. I am playing around with custom entities with the ultimate goal of moving one of our legacy databases to CRM 3.0. The database is very simple just a contact database with attached interviews. I've created a new entity, edited forms and attributes and it looks good and works well. The question I have is when entering the interview information, I'd love it to show up in Activities. The activity would be very similar to an appointment activity but would have some custom fields. I don't really want to modify the default appointment activity as this is used in the default CRM database and it's pretty much perfect for our general contacts. How would I go about creating a new activity called "Interview" so that it shows up in the activities drop down list in the custom database and populates in the activities area for the current record. What I'm thinking is if there is a way to copy the appointments entity, rename it and then modify this renamed entity? Maybe this is too much work to clean up the relationships after the fact and there may be a better way such as from scratch. Can anyone point me in the right direction? Hi, You can define custome entities but you cannot define a custome enitity which could become one of the type of activites. You cannot define a new type of activites. Ativities is a special type of entitiy and inheritence is involve in it. You cannot define an entity and inherit it from activity. The option you get is define an entity "Interview" and related it with contact with many to one relation. You will have a new link of interview in contact on left naviagation bar. You may contact me directly at my email address if you need any help on this. -- PLEASE do click on Yes or No button if this post was helpful or not for our feedback. uMar Khan Email for direct contact: imumar at gmail dot com - Hide quoted text - "DHorn" wrote: > I am very new to CRM 3.0 so apologies if this is an obvious question. > I am playing around with custom entities with the ultimate goal of moving > one of our legacy databases to CRM 3.0. The database is very simple just a > contact database with attached interviews. I've created a new entity, edited > forms and attributes and it looks good and works well. The question I have > is when entering the interview information, I'd love it to show up in > Activities. The activity would be very similar to an appointment activity > but would have some custom fields. I don't really want to modify the default > appointment activity as this is used in the default CRM database and it's > pretty much perfect for our general contacts. How would I go about creating a > new activity called "Interview" so that it shows up in the activities drop > down list in the custom database and populates in the activities area for the > current record. > What I'm thinking is if there is a way to copy the appointments entity, > rename it and then modify this renamed entity? Maybe this is too much work to > clean up the relationships after the fact and there may be a better way such > as from scratch. Can anyone point me in the right direction? Hi, There is another option, if you don't use one of the system activities, you can rename it to interview and use it as such. see here for more details: http://www.microsoft.com/dynamics/crm/using/customizing/activities.mspx Hope this helps, Chen On May 11, 11:05 pm, uMar Khan <imu@gmail.com> wrote: - Hide quoted text - > Hi, > You can define custome entities but you cannot define a custome enitity > which could become one of the type of activites. You cannot define a new type > of activites. Ativities is a special type of entitiy and inheritence is > involve in it. You cannot define an entity and inherit it from activity. > The option you get is define an entity "Interview" and related it with > contact with many to one relation. You will have a new link of interview in > contact on left naviagation bar. > You may contact me directly at my email address if you need any help on this. > -- > PLEASE do click on Yes or No button if this post was helpful or not for our > feedback. > uMar Khan > Email for direct contact: imumar at gmail dot com > "DHorn" wrote: > > I am very new to CRM 3.0 so apologies if this is an obvious question. > > I am playing around with custom entities with the ultimate goal of moving > > one of our legacy databases to CRM 3.0. The database is very simple just a > > contact database with attached interviews. I've created a new entity, edited > > forms and attributes and it looks good and works well. The question I have > > is when entering the interview information, I'd love it to show up in > > Activities. The activity would be very similar to an appointment activity > > but would have some custom fields. I don't really want to modify the default > > appointment activity as this is used in the default CRM database and it's > > pretty much perfect for our general contacts. How would I go about creating a > > new activity called "Interview" so that it shows up in the activities drop > > down list in the custom database and populates in the activities area for the > > current record. > > What I'm thinking is if there is a way to copy the appointments entity, > > rename it and then modify this renamed entity? Maybe this is too much work to > > clean up the relationships after the fact and there may be a better way such > > as from scratch. Can anyone point me in the right direction?- Hide quoted text - >