Reporting on Activities
THIS IS WIP
Microsoft Dynamics CRM has several entities for recording activities as shown in the table. It is possible to create custom activity entities. Each activity type has a code.
|Case Resolution*||4206||Created when a case is closed|
|Order Close*||4209||Created when an order is closed|
|Quote Close*||4211||Created when a quote is closed|
|Social Activity||4216||Tracks social posts, can only be created programmatically (not via the user interface)|
|Bulk Operation*||4406||System operation for distributing campaign activities|
*Special activities which are created automatically when another event occurs such as resolving a case
Although there are tables in the SQL database for each activity type, the only column in an uncustomized system is activityid.
Data for all activities is stored in the ActivityPointerBase table. Some columns in this table are only relevant to certain activity types.
Each activity has a filtered view which only has columns that relevant to the activity type. So a filtered activity view has fewer columns than the ActivityPointerBase table.
There is also a filtered view that returns data for all activities, FilteredActivityPointer.
Custom fields added to an activity are shown in the filtered view for the activity but are not shown in FilteredActivityPointer.
To join FilteredActivityPointer with Filteredentity use the activityid field.
All activity types share the same set of date fields, but the name shown in the user interface varies by entity.
|Field||Appointment||Task||... for other entities|
|Actual Start||Defaults to creation time|
|Actual End||Defaults to completion or cancellation time|
|Scheduled Start||Start Time|
|Scheduled End||End Time||Due Date|