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Limit which activity types are available for each entity

Author Name: Pedro Innecco


Hello,

At the moment, when enabling activities for an entity we get either all activity types or no activity at all. What I would like to suggest is the ability to limit what sort of activities are available to each entity.

For example, if I create a custom activity entity named 'Account Audit' which makes sense only for Accounts (no sense for quotes or orders, etc) then I wouldn't like the option to create this 'Account Audit' activity available only for accounts.

As a half-way sort of workaround, I do tend to limit the 'regarding' field of the custom activity form to show only the entities I want through the use of a jScript. However this isn't enough as users could still create the custom activity pointing to an incorrect entity from other contexts that would bypass the jScript. For example, I could go to the activities grid of a quote record and choose to create a new activity of type 'Account Audit'.

Status: Declined
Comments
D365Ideas_Admin
Regular Visitor
Status changed to: Declined
 
D365Ideas_Admin
Regular Visitor
If my suggestion of being able to design a composite entity (see comments in https://connect.microsoft.com/dynamicssuggestions/feedback/details/685374/custom-composite-lookups-m... ), then it should be able to satisfy this scenario as well
D365Ideas_Admin
Regular Visitor
David, I've seen your suggestion before and I even voted in favour of it. However, I do believe this suggestion to have merits of its own.
D365Ideas_Admin
Regular Visitor
Thank you for your feedback. This is not the most common use case, and we are not planning to consider this at this point