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Hello,
I"m trying to implement the Sales Accelerator Work item list pane, when i create activities it dosen't seem to appear in the list of things to take action is, is there some setting that needs to be set somehwhere which i missed?
Someone can correct me if I'm wrong but sales accelerator shows activities from a connected sequence. I don't think regular activities that you manually put in show up.
Yes - activities should appear in the My Work List (MWL) - you must be the owner of the activity as well as the regarding table (lead, opportunity, etc). The activity will not appear in MWL if regarding record is closed or if due date is not within 30 days.
You should also check your permissions in the Sales Accelerator setup and ensure that you have set the security role (Setup - Manage access and record type - Enable for sales accelerator - select security roles).
Within Content and layout Select the record types and form
Thanks for the information, is it possible to remove that the regarding is the same as the owner of the acitivity? Because usually we have, multiple appointments created against one account which has only one owner, thanks
Regarding shouldn't impact what displays - as long as you have privilege to see the regarding record. The only impact is if you are the owner of the Activity - a recent update made that the only requirement from an owning record standpoint. Focus sellers on the right actions with a worklist ownership enhancement - Dynamics 365 Release Plan | Microsoft Docs
Thanks,
Do i need to do anything in specific?
As soon as i change the owner of the opportunity, i've created a Task, opp is regarding, the activity dissapears, but when im the owner of the opp as well, it appears
Can you provide screenshots of the two different scenarios? Where the activity appears in your worklist and where it doesn't? And include the Timeline in screenshots as well.
I've reviewed the documentation of the new feature ' Focus sellers on the right actions with a worklist ownership enhancement - Dynamics 365 Release Plan | Microsoft Docs' and there isn't anything that needs to be enabled for the new feature.
Also is the Opportunity in question connected to a Sequence?
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