What are the different activity types in dynamics?
Out-of-the-box Dynamics CRM provides various activity types such as Phone Calls, Tasks, Appointments, and more. and you can also create your own custom activity types as required by the business need. There are many business scenarios where users don’t use some of the activity types such as Fax or Letter.
How to hide unwanted activity types in dynamics?
You can develop an onload JavaScript web resource to selectively hide or remove unwanted activity types. In this case, whenever a user navigates to the list of activity types, the selected types don’t display at all. You can rename unwanted activity types to something else. For example, you can rename Fax to Do not use.
How to restrict access to record types by profile?
It would be beneficial to have an option to restrict access to Record Types by Profile. For example, with Accounts, if you had record types “Customer”, “Partner”, and “Vendor” — you may not want certain Profiles to see only “Customer” Accounts. Thank you for voting and commenting!
Why are some activity types not used in CRM?
There are many business scenarios where users don’t use some of the activity types such as Fax or Letter. This may not be because they don’t want to use them, or these activity types are not relevant in their business processes.
How to create workflow for unwanted activity types?
You can develop a workflow to email users on create saying “don’t do use this activity type”. In this case, whenever an unwanted activity record is created, this workflow will trigger and send an email to the user creating it and will mention not to use this activity type and other details.
How to configure activity type in Microsoft timeline?
Configure activity record types 1 When enabled, an Activity type will appear under the Create a timeline record . 2 The activity type will be displayed as an option the user can choose from the dropdown menu. 3 Also, the Activity type record is displayed in the body of the timeline.