Table of Contents
How do I create an activity entity in Dynamics 365?
Navigate to Settings- Customizations- Customize the System to open the default solution. In the default solution, click on Entities, then Click New. Within your new entity, give it a name and description. Then, to activate as an activity, check the box for ‘Define as an activity entity’.
What is Oob entity?
An out of the box feature or functionality, particularly in software, is a feature or functionality of a product that works immediately after installation without any configuration or modification.
What are entities in dynamic CRM?
Within Dynamics CRM, entities are used to define and hold business data. An entity has a set of attributes and each attribute represents a data item of a particular type. Entities are like database tables, and the entity attributes correspond to the table columns.
What is a CRM activity?
What are CRM activities? Customer relationship management (CRM) activities are the actions and role responsibilities the software exists to help your company’s teams and employees accomplish.
How do I reduce storage in Dynamics 365?
Here is what you can do to reduce used up storage space:
- Delete old records, such as cases and opportunities.
- Remove unnecessary attachments (from emails and notes) through advanced find and bulk deletion.
- Delete audit logs.
- Remove suspended workflows you won’t use again.
- Delete bulk import instances.
Where are attachments stored in Dynamics 365?
Attachments (regarding emails) and Notes (with attachment files) are under File section. Take note that Annotation table is under Database and File section.
What is custom activity entity in CRM?
Activity entities (Developer Guide for Dynamics 365 Customer Engagement) In Dynamics 365 Customer Engagement (on-premises), activities are tasks that you or your teams perform when they contact customers, for example, sending letters or making telephone calls.
What is OOB Workflow in CRM?
Workflows in CRM allow you to automate simple and complex business processes within CRM. You can either create workflows using CRM out-of-the-box functionalities or write custom workflows with . NET code for implementing complex workflows.
What is out of box in CRM?
Outside the Box denotes those features that the Microsoft CRM system does not come with, that is, features that are not there when the CRM is installed. For more features to be incorporated in the CRM, the features and functionality has to be extended by means of customization.
Where is Dynamics 365 data stored?
As a Dynamics 365 user, your data will be stored at one of Microsoft’s large data centers. These centers are located around the world. Microsoft allows you to determine exactly where your data will be stored based on information about which services you are using and where your business is located.
What is Dataverse file capacity?
The default environment has the following included storage capacity: 3GB Dataverse database capacity, 3GB Dataverse file capacity, and 1GB Dataverse log capacity.