Activities are an integral part of Microsoft Dynamics CRM.
For example if you have an account that required a followup call on a particular date, you would open the account record and create a new Activity of type Phone Call.
An Activity can consist of the following:
· Phone Call
· Service Activity
· Campaign Response
Additionally, with Activities, you have the option to run manual Workflow via Run Workflow.
With Microsoft Dynamics CRM 4.0 you now have the option of converting an activity to either an Opportunity,Lead or Case.
Note : With Activities you are only limited to the various types provided by Microsoft Dynamics CRM.
Microsoft Dynamics CRM 4.0 does not provide the ability to create custom Activities.
Working with Activities can sometimes be painful and timeconsuming, since it’s a 4 click process to actually create an Activity for a particular entity.
This involves :
1. Open the particular entity record
2. Click the 'Activities' link on the navigation menu
3. Click the 'New Activity' button on the Grid menu
4. Select the type of Activity from the popup menu.
IOTAP has developed an Add On which could simplify this process, thereby enabling you to create an Activity for any particular record, by just a single click, via the shortcut buttons available on the grid.
The above action also takes into account the OOB Mappings and prepopulates the required fields on the Activity Screen.
Refer the below toolbar screenshot for the 'Contact' Entity.
The Above Add On can be customized to work with any Entity (custom Entities as well) which involves only a minor change to the ISV.config file, which usually takes less than 5 minutes.