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How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?

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Posted on by brettofthewild

Hello all. I've searched the forums high and low for this and I can't seem to figure out what I'm missing.

I'd like to enable the "Post" type to be able to show up on Timelines of a custom Entity I've created named "Program Memberships" within my D365 Model-Driven app.

When the "Program Membership" entity was created, I selected "Activities", as you can see here:

From what I found on this forum (and several other sites), that ought to be it. All they say I need to do is enable "Activities" on my custom entity, then go to the "old" settings and find the "Activity Feeds Configuration" option under "System", where I then should be able to find my beloved "Program Memberships" there and simply toggle "Wall Enabled" to "On" and be on my merry way.

Here's the result I get when looking at "Post Configurations" when I look at all entities that start with "P":

No Program Memberships. I've furiously pressed that "Refresh" button in the ribbon at the top, to no avail. Any other ideas? Can I get "Posts" to work with my custom entity within Dynamics CRM Online, or has that been sunset and no one told us?

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Abdul Wahab 12,119 Moderator on at

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RE: How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?

Hi brettofthewild,

Now you need to open your Program Memberships table main form from powerapps.com. Navigate to the components and drop the timeline to your form. After the save and publishing you can add all of the Timeline from the Program Memberships records.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
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Ray 1,537 on at

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RE: How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?

You can follow this link to enable Posts in timeline, and Posts require a Dynamics 365 app, such as an app for Dynamics 365 Customer Service.

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Yoshika Suzuki on at

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RE: How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?

learn.microsoft.com/.../set-up-timeline-control

Here is the relevant document.

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brettofthewild on at

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RE: How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?

Hey Abdul, thanks for the response.

I've already done all that. I think you're missing my issue.

"Posts" aren't even available for me to select to add to the timeline. Here's the "Display options" for a Timeline within a "Program Membership" form:

I need "Posts" to be available.

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brettofthewild on at

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RE: How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?

Ray, the link you provided is useful for a use case where "Posts" is already enabled for an entity. Under "Display options", I can't begin to select "Posts":

Look on the right side. "Posts" are not even an option to select. I need the step prior to the answer you suggested, it seems.

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Ray 1,537 on at

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RE: How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?

Hi brettofthewild,

As I mentioned in my answer, you need to enable some Dynamics 365 app, such as an app for Dynamics 365 Customer Service. After that you should be able to select Posts in timeline.

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brettofthewild on at

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RE: How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?

Hey Ray -

Thanks for the reply. Apologies, I thought it was apparent that I already have a Dynamics 365 app up and running since I sent the screenshots above, but looking at the screenshots I had sent that was solely within a Form.

Yes, I have a Dynamics 365 app. I have 33 published apps in my environment.

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Ray 1,537 on at

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RE: How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?

Okay, seems the Post can only enable for certain OOTB entity. You need to active post configuration record before you can enable post in timeline, and post configuration seems can not create ( I tried in advance find and no "New" button for this entity and Post rule entity).

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brettofthewild on at

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RE: How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?

Ray, thanks for the reply and your continued assistance.

Quite odd that this doesn't work for Dynamics 365 Online. I looked at the documentation I had found, and it appears that it's for One Prem:

learn.microsoft.com/.../notes-control-legacy

Doesn't seem right that this isn't doable in Dynamics 365 Online. I think I'm going to reach out to Microsoft and reply back with what I can find to this thread.

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ChristinaLB 10 on at

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RE: How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?

Did you ever get a reply from Microsoft regarding this functionality? I'm trying to set this up for a custom entity and having the same issues as you. Thanks!

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