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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / All Activities not app...
Customer experience | Sales, Customer Insights,...
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All Activities not appearing in activity timeline

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Posted on by Community Member

All activities are not appearing in activity timeline on the customer profile. As part of creating activitities i have done below steps:

Added Activity tables in data source

Added Fields in Map

Linked Activity tables to Contact Table in Match and run match

excluded activity table fields in merge

created activities in activities section under data module by adding their relationship, selecting date field, subject and description field

then run these activitities

Issue is that now some activities dont show up at all in timeline. Is there a particular step i am not supposed to do? 

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  • tedway Profile Picture
    tedway on at

    Hi, when you added activities, was the option to show it on the timeline available?

    Customer activities - Dynamics 365 Customer Insights | Microsoft Docs

    pastedimage1634274314253v1.png

  • Daizy Profile Picture
    Daizy 95 on at

    I have followed all steps in Microsoft documentation and selected yes to that option too

    this is trial environment

  • Suggested answer
    Bill Ryan Profile Picture
    Bill Ryan 8 on at

    When you were ingesting, was there any specific reason the data was mapped? I think if I'm reading you right, you had brought Activities in  in M3, if so, that is probably an issue.  None of the activity entities should be present if in the Map,Match, Merge step.  I think that may be defining them as customer records but that would generally be an all or nothing issue if it's customer and you mentioned only some Activities are showing up.  You mentioned "Excluded Entity Activities in Merge" - If so then it should be pretty easy to resolve, just delete them from there, they should obviously be in as Data Sources, and the relationship mappings sound right.

    Would you be able to show a screen shot of the M3 Layout for Customer Entities?  

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