Hi,

Is there any way to customize the Activity forms in CRM? We would like to
edit the existing activity forms, as well as add custom activities.

You can obviously edit and extend the schema using Deployment Manager, but
as far as I understand there's no way to edit the actual form in CRM ->
Settings -> System Customization. There are also a few fields in the default
schema that, as far as I can see, aren't used in the activity forms.

Regards,
Jørn

Re: Customizing activities by Jørn

Jørn
Sun Sep 12 11:18:43 CDT 2004

OK, I understand there is no supported way to do this.
"Jørn Jørgensen" <tech4hire@online.nospam> wrote in message
news:edKNyqJmEHA.2340@TK2MSFTNGP11.phx.gbl...
> Hi,
>
> Is there any way to customize the Activity forms in CRM? We would like to
> edit the existing activity forms, as well as add custom activities.
>
> You can obviously edit and extend the schema using Deployment Manager, but
> as far as I understand there's no way to edit the actual form in CRM ->
> Settings -> System Customization. There are also a few fields in the
> default schema that, as far as I can see, aren't used in the activity
> forms.
>
> Regards,
> Jørn
>



Re: Customizing activities by John

John
Sun Sep 12 14:15:30 CDT 2004

if you read the archive of this group at groups.google.com you will find
unsupported ways to add to activity forms etc. Microsoft has stated on this
group the Microsoft CRM 2005 will have full customization for all things
activity related- woohoo!!!

--
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx


"Jørn Jørgensen" <tech4hire@online.nospam> wrote in message
news:uQZz1QOmEHA.3156@TK2MSFTNGP12.phx.gbl...
> OK, I understand there is no supported way to do this.
> "Jørn Jørgensen" <tech4hire@online.nospam> wrote in message
> news:edKNyqJmEHA.2340@TK2MSFTNGP11.phx.gbl...
> > Hi,
> >
> > Is there any way to customize the Activity forms in CRM? We would like
to
> > edit the existing activity forms, as well as add custom activities.
> >
> > You can obviously edit and extend the schema using Deployment Manager,
but
> > as far as I understand there's no way to edit the actual form in CRM ->
> > Settings -> System Customization. There are also a few fields in the
> > default schema that, as far as I can see, aren't used in the activity
> > forms.
> >
> > Regards,
> > Jørn
> >
>
>



Re: Customizing activities by Herman

Herman
Wed Dec 01 05:09:03 CST 2004

John, can't find the material you describe, can you help?

"John O'Donnell" wrote:

> if you read the archive of this group at groups.google.com you will find
> unsupported ways to add to activity forms etc. Microsoft has stated on this
> group the Microsoft CRM 2005 will have full customization for all things
> activity related- woohoo!!!
>
> --
> John O'Donnell
> Microsoft CRM MVP
> http://www.microsoft.com/BusinessSolutions/Community/CRMFaqLanding.aspx
>
>
> "Jørn Jørgensen" <tech4hire@online.nospam> wrote in message
> news:uQZz1QOmEHA.3156@TK2MSFTNGP12.phx.gbl...
> > OK, I understand there is no supported way to do this.
> > "Jørn Jørgensen" <tech4hire@online.nospam> wrote in message
> > news:edKNyqJmEHA.2340@TK2MSFTNGP11.phx.gbl...
> > > Hi,
> > >
> > > Is there any way to customize the Activity forms in CRM? We would like
> to
> > > edit the existing activity forms, as well as add custom activities.
> > >
> > > You can obviously edit and extend the schema using Deployment Manager,
> but
> > > as far as I understand there's no way to edit the actual form in CRM ->
> > > Settings -> System Customization. There are also a few fields in the
> > > default schema that, as far as I can see, aren't used in the activity
> > > forms.
> > >
> > > Regards,
> > > Jørn
> > >
> >
> >
>
>
>

RE: Customizing activities by SteveLewis

SteveLewis
Sun Dec 12 10:01:02 CST 2004

At Collins Computing we've written code that will let each user design their
own Acitivity Grids as they wish to see it. Also they can Complete Calls
with Radio Button Choices for consistency. I can let you demo this code as
you wish. I know it is what you are looking for.

Contact me, Steve Lewis a (949)297-5666 or email me at
stlewis@collinscomputing.com for more information.

Steve Lewis

"Jørn Jørgensen" wrote:

> Hi,
>
> Is there any way to customize the Activity forms in CRM? We would like to
> edit the existing activity forms, as well as add custom activities.
>
> You can obviously edit and extend the schema using Deployment Manager, but
> as far as I understand there's no way to edit the actual form in CRM ->
> Settings -> System Customization. There are also a few fields in the default
> schema that, as far as I can see, aren't used in the activity forms.
>
> Regards,
> Jørn
>
>
>