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Custom Appointment Activity

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Posted on by 215

I am looking to create a duplicate of the Appointment Activity but with adjustments to the form.

Can someone direct me to where there are some instructions to do this? I can create additional activities but I cannot figure out how to do something like the reoccurrence.

  • Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Custom Appointment Activity

    Hi,

    Yes, i checked on my instance and you are correct that system is not allowing us to create new form for appointment

    crmbusiness.wordpress.com/.../

    I am not sure how to mimic recurrence feature for custom activity.

    Let's wait for others comment.

  • Bahalzamon Profile Picture
    Bahalzamon 215 on at
    RE: Custom Appointment Activity

    Bipin Kumar That is one of the first things I attempted, but checking in the table under forms it is empty, also for the classic version as forms is just not there. Also the New Form is greyed out in the modern version.

  • Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Custom Appointment Activity

    Hi,

    How about creating duplicate main form and change the layout of your newly created form based on Your need for Appointment entity instead of creating new custom activity entity?

    learn.microsoft.com/.../create-and-edit-forms

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