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Dynamics 365 CRM - Development

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Mar 28, 2024

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  • The article titled "Introduction" provides a step-by-step guide on how to create and add a custom activity entity in Dynamics 365 CRM.
  • The first step is to log in to the required D365 CRM environment using the provided URL and credentials.
  • Once logged in, select the model-driven app you are currently working on, such as Sales Team Member.
  • In the app, click on the Settings icon and select "Advanced Settings."
  • Click on Solutions and either create a new solution or open an existing one. Then, click on Entities and select New to create a new entity.
  • When naming the entity, remember to tick the checkbox "Define as an activity entity" to enable it as a custom activity entity. Other checkboxes can also be selected based on specific requirements.
  • After creating the entity, go to the Forms section and enable the activity timeline to view the activities timeline in the form.
  • Finally, navigate to Activities & Notes, select the custom activity that was created, and add the desired details. Additional fields can be added to the custom entity by going back to the Solution and creating or adding new fields.For the detailed steps and instructions, please refer to the original article.

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