Glossary
Activity
By Emil Björk · Microsoft business apps consultant, Gothenburg
A Dataverse record type representing an interaction — phone call, email, appointment, task — typically attached to a customer-side record's timeline.
An activity in Dataverse and Dynamics 365 is a record representing an interaction — phone call, email, appointment, task, letter, fax, social activity, custom activity types. Activities share a common base table (the Activity Party model) and are designed to attach to other records' timeline — every interaction with a customer appears chronologically on the customer's record. Activities have status (Open, Completed, Cancelled), due date, regarding object, participants (sender / receiver / required attendee / optional attendee), and content (subject, description, attachments). Activities are the source of most CRM-side analytics — call volumes, response times, meeting frequency — and the basis for tracking sales effort, service interactions, and customer engagement over time.
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