· Phone Call: Use this to record a received or initiated telephone call.
· Appointment: Use this to record a meeting or appointment. Many companies use appointments to track conference calls or online meetings, in addition to face-to-face meetings.CRM 2011 allows you to define a custom activity type. For example, if we want to include a custom activity to record interactions through text messages and then report on, analyze and view them on a par with the out-of-box CRM activities, we can define a new custom entity as an activity type.
When creating a custom entity that you wish to have function as an activity type, the following steps should be performed:
1. Check “Define as an Activity entity”.
2. Check “Display in Activity Menus”.
3. Save and Publish.
Once you create a new entity as an activity type and save it, all the standard ‘Activity’ type relationships and fields are also created. The following fields are automatically included on a Custom Activity Entity:
· Required Attendees
· Optional Attendees
· Start Date
· Due Date
The ability to “Mark Complete” and “Close” the activity are also automatically provided.
Some of the constraints that are imposed by a custom activity entity are as follows:
· You cannot configure different security settings for different custom activities. Therefore, if a user has access to create any activity, they would also be able to create a custom activity.
· You cannot use custom activities as part of a quick campaign or create campaign activities with them.
· Custom activities cannot synchronize into a user’s Outlook tasks the way that phone calls, letters and tasks do.
· You cannot configure custom activities to be regarding a specific entity type.
· All custom activities have a primary attribute named Subject.
Custom activities are new in CRM 2011 and are a powerful feature that allow users to create functionality that more closely match business processes.