activities
Microsoft Dynamics 365 includes a group of workflow management objects that have various capabilities in common. Collectively, these objects are referred to as "activities."
In Dynamics 365, you never create, update, or delete activities – instead, you perform the operation on one of the following objects:
| appointment | letter |
| bulkoperation | opportunityclose |
| campaignactivity | orderclose |
| campaignresponse | phonecall |
| quoteclose | |
| fax | serviceappointment |
| incidentresolution | task |
Since activity objects have many fields in common, the adapter also provides a generic activity object. TIBCO refers to this generic object as "activity object" and the specific objects as "specific activity objects."
Although the activity object does not support all specific activity object functionality, it does support much of it. The activity object can greatly simplify DTS design in situations where a single data source is used to generate multiple types of activity.
The activity object contains all the fields that are common to all activities, plus the following fields which are specific to some activities.
|
Field |
Used with these activity objects |
|---|---|
| category | task, email, fax, letter, phonecall, appointment, serviceappointment |
| subcategory | task, email, fax, letter, phonecall, appointment, serviceappointment |
| directioncode | email, fax, letter, phonecall |
| torecipients | |
| sender | |
| faxnumber | fax |
| address | letter |
| phonenumber | phonecall |
| location | appointment, serviceappointment |
| isalldayevent | appointment, serviceappointment |
| percentcomplete | task |
Note: The fields above are Virtual Fields. They are not retrieved on seeks or updates and cannot have lookup links.
Use the activity object to insert, update, or upsert activities if your activity-specific field requirements are addressed in the list above. Otherwise you must use the specific activity object for that activity.
Note: The activity object also supports statuscode and ownerid.
Custom Activities
If you add Custom Activities to your instance of Dynamics 365, TIBCO Scribe® Insight cannot retrieve them. To use the new Activities in TIBCO Scribe® Insight you must do the following:
- Use a text editor, such as NotePad++, to add the new Activities manually to the DynamicsCRMAdapter2011Metadata.xml file stored in the ..\Program Files (x86)\Scribe directory.
- Use Microsoft SQL Server to open the SCRIBEINTERNAL database and remove the metadata for your Dynamics 365 Connection.
- Open a DTS that uses the affected connection and reconnect using the Connection dialog.
See also