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Activity Entities

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[Applies to: Microsoft Dynamics CRM 4.0]

Activities are tasks that users perform when they contact customers, for example, sending letters or making telephone calls. Users can create activities for themselves to do, can assign them to someone else to complete, or can share them with other users. An activity can be thought of as any action for which an entry can be made on a calendar. An activity has time dimensions (start time, stop time, due date, and duration) that help determine when the action occurred or is to occur. Activities also carry some basic properties that help determine what action the activity represents, for example, subject and description. An activity state can be opened, canceled, or completed. The completed status of an activity will have several substatus values associated with it to clarify the way that the activity was completed.

Activities involve one or more participants. For a meeting activity, the participants are those contacts or users attending the meeting. For a telephone call or fax activity, the parties are the caller and the person who is called. The following diagram shows the general entity relationships for activities.

Activity entity relationships

Primary Activity Entities

Related Entities

Other Activity Entities

Workflow Rule Execution for Activities

Activities can trigger a workflow rule. Workflow triggering support for activities focuses on the ability to start a workflow when an activity is created, closed, assigned, manually triggered, or the status is changed. A workflow rule can also be executed on update of a specific activity attribute field. Workflow execution is supported on the following activity types:

  • E-mail
  • Phone call
  • Fax
  • Letter
  • Task
  • Appointment
  • Service appointment 

See Also

Other Resources

Tasks


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