Wednesday, July 20, 2011

CRM 2011 -Adding new activity types

How to create a new activity type

  1. Create a new entity and give it a name 
  2. Check the ‘Define as an activity entity’ check box and keep the ‘Display in Activity Menus’ check box checked
  3. Change the primary field name to reflect your needs
  4. Save your new entity! Publish
  5. It will show in Create new activity >>> Drill Other Activity


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