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Session Id : waJzeccWtlp3eYZpLFwtw5
Customer experience | Sales, Customer Insights,...
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How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?

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Posted on 21 Sep 2022 20:48:05 by

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:

pastedimage1663792657683v1.png

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":

pastedimage1663793100900v2.png

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?

  • Suggested answer
    Kunterbunt Profile Picture
    2 on 17 Jan 2024 at 12:34:11
    How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?
    Maybe a detail that is easily missed, according to other answer found in the google query:
    The refresh button of the Post Configurations Grid is a special button that refreshes the metadata and creates the post configurations. Your custom entity will not appear in this grid after activating activities alone, you need to refresh with this button!
  • Community member Profile Picture
    2 on 02 Oct 2023 at 20:09:12
    How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?
     
    Thanks for your suggestion but this doesn't work. I have the exact same issue. Posts are working fine on OOTB Entities like Contacts and Leads. It's however not possible to select Posts on non-OOTB entities. There's only Notes/Activities and readding the Timeline doesn't change anything for.
     
    This was for sure possible in on premise. i'll open a ticket to MS and ask them if it's something that;s supported or not, since none of the documentation i found mention anything about a difference between OOTB/NON-OOTB.
  • lkay Profile Picture
    84 on 03 Jun 2023 at 20:48:45
    RE: How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?

    Has anyone found a solution for this? Is it possible to enable Posts on Timeline for a custom Table? I couldnt find my custom table in the Inactive Post Configuration in the last solution provided. 

    thank you

  • Suggested answer
    JeganathanG Profile Picture
    27 on 06 Feb 2023 at 04:59:06
    RE: How to enable Posts to Timeline in Custom Entity for Dynamics 365 Online?

    Hi brettofthewild 

    AUTO POST OPTION ENABLE SETEPS

    1. Select the Dropdown, you can the Inactive Post Configuration setting

    2. Select the Inactive Post Configuration setting

    pastedimage1675659807024v2.png

    3. Select the Entity 

    4. Click Edit

    pastedimage1675659823124v3.png

    5. Click Activate 

    pastedimage1675659848138v4.png

    6. Enable the walls

    pastedimage1675659860328v5.png

    7. Go back and Refresh 

    pastedimage1675659874154v6.png

    8. You can see the Entity

    pastedimage1675659885575v7.png

    9.  Click Publish all Customization

    pastedimage1675659896519v8.png

    Go and Chack it 

    pastedimage1675659425492v8.png

  • ChristinaLB Profile Picture
    10 on 13 Dec 2022 at 16:27:00
    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!

  • brettofthewild Profile Picture
    on 26 Sep 2022 at 16:27:52
    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.

  • Ray Profile Picture
    1,485 on 26 Sep 2022 at 03:05:11
    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).

  • brettofthewild Profile Picture
    on 23 Sep 2022 at 15:44:47
    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.

  • Ray Profile Picture
    1,485 on 23 Sep 2022 at 01:37:19
    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.

    pastedimage1663897035625v1.png

  • brettofthewild Profile Picture
    on 22 Sep 2022 at 19:35:03
    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":

    pastedimage1663875273982v3.png

    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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