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Dynamics 365 how to show fields of appointment entity on view of activity entity.

Posted on by

Hello All Experts,

is there any possibility to achieve above functionality.

i have created two custom fields on the appointment entity and added them to appointment form.

i want to use the similar/same fields on the activity entity view . i.e. on All Activities and My Activities 

whether it's feasible to do this or there is no way to do this?

  • Richard Ambrose Profile Picture
    Richard Ambrose 5 on at
    RE: Dynamics 365 how to show fields of appointment entity on view of activity entity.

    I knew you'd previously answered this question !!!!

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Dynamics 365 how to show fields of appointment entity on view of activity entity.

    Sorry but as mentioned above, this can't be done for activities. But you can have a view for just appointment. The other option is to have custom heml web resource which retrives the data from activities (including appointment) and display it in a grid. But this would be a loy of effort to build custom grid and not sure if it is worth the effort spend on the requirement.

    Hope this helps.

  • EmployeeOcta Profile Picture
    EmployeeOcta on at
    RE: Dynamics 365 how to show fields of appointment entity on view of activity entity.

    isn't there any possibility to do this.?

    any workaround for this?

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Dynamics 365 how to show fields of appointment entity on view of activity entity.

    Hi,

    No, you cannot add the field on the Activities view but you can create your own view for appointment and then the field you need from the activity. All the field in Activity are available on the individual activity.

    Hope this helps.

  • Suggested answer
    DexterFishpaw Profile Picture
    DexterFishpaw 45 on at
    RE: Dynamics 365 how to show fields of appointment entity on view of activity entity.

    Not entirely sure what you're trying to achieve. Are you trying to show these fields from the appointment entity in the overview of activities or in the main form for activities?

    If you want to show them in the activity view (like All Activities), you should be able to add columns when editing this view and simply select the linked appointment entity and then the fields that you want.

    If you want to show them in the main form, you could create a quick view for the appointment entity and insert this quick view on the main form of your activity entity.

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