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Service | Customer Service, Contact Center, Fie...
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Hide OneNote Activity type from Timeline in Dynamics 365

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Posted on by 69

Hi 

I have to only display Phone, email, and Notes Activity types in the Timeline for Account Entity. I was able to display the Phone, email, and Notes Activity types by selecting the types from the "Activities tab properties" (refer to image 2). However, the timeline shows "OneNote" as part of the TimeLine (refer to image 1). OneNote is not listed as part of the Activity Types (refer to image 2). How I can hide the "OneNote" from the Timeline?  thank you, Siva

image 1

pastedimage1663166376501v1.png

image 2

pastedimage1663166447047v2.png

I have the same question (0)
  • SivaR Profile Picture
    69 on at

    I resolved this by removing the OneNote Configuration for the Account entity.

    To remove OneNote configuration to an Entity: go to Settings - Document management -  OneNote Configuration

  • Community Member Profile Picture
    on at

    Glad you got your problem solved! :)

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