No se puede agregar el texto Asunto al campo Acerca de en la actividad de Dynamics CRM

I've added several Subjects under the Admin section of Dynamics CRM. I'd really like to add one of these "Subjects" to the Regarding field within an Activity. E.g. someone called, and it was related to "ProductX".

Strangely, the entity type "Subject" does not appear when trying to select an item for the field. A range of other entity types such as "Contacts" and "Accounts" appear.

Does anyone know why Subjects can't be selected here? I would have expected this was OOB functionality.

preguntado el 24 de agosto de 12 a las 07:08

1 Respuestas

That because it doesn’t really make sense to have activities regarding a subject.

An activity only really makes sense in the context of something else, and that something else is generally a real thing in the world or a piece of work. The Regarding field really says: "This Activity involves working on this thing".

For example, if John Smith rings your company, it makes sense to create a new Phone Call activity that Regards the Contact record of John Smith. With this approach you can see the entire activity history against a Contact. By making the Phone Call regard the Contact you are saying this piece of work is about the Contact.

If the Phone Call was Regarding a Subject, it would be saying, "This Phone Call involves working on the Subject", which isn’t true, its work about the Contact. Also you lose the ability to track correspondence with the contact.

So my suggestion would be, use the Regarding field to link to people and things, and add a relationship between your activities and subject if you want to classify your phone calls.

As a side, there is a product entity in CRM (it can’t be Regarding however), so perhaps you should create a relationship to that.

Respondido 24 ago 12, 10:08

Thanks for your help. Given that there are always many ways to accomplish tasks with dynamics, which way do you think is best to add a Subject (e.g. John called, phone was closed, but he was asking about a Foo)... Manually creating the connection or add another field to the form?? - Kye

Depends on what your are going to link to, if you know you will only link to subjects create a relationship to that. If you are going to link to multiple types of records I would use connections. - James Wood

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