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CRM Activity Mystery

CRM Activity Mystery

The Dynamics CRM's activity feature is often seen as a mystery, even to experienced users. In this blog post, the author explores this topic by citing a community user's Stack Overflow question as an example. The user created a custom attribute in the phone call entity, but mistakenly assumed that it would be available in all activity types. However, this is not the case, as only common attributes are stored in the activity container, while custom fields are stored in their respective entity.

To access the common activity attributes, you can use this endpoint: /api/data/v9.1/activitypointers. However, to access the specific activity attributes and custom fields, you can use this: https://crmdev.crm.dynamics.com/api/data/v9.1/phonecalls

It is important to note that the activity guid of a record will be the same in activitypointer and phonecall. By understanding these nuances and differences, you can avoid getting lost in the maze of Dynamics CRM's activity feature.

Ultimately, this blog post will prove to be an insightful read for anyone looking to gain a better understanding of Dynamics CRM's activity feature, especially with regards to custom attributes and entity storage.

The post CRM Activity Mystery originally appeared on ArunDynamix.

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Arun Vinoth @ Dynamics
Arun Vinoth @ Dynamics

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