Skip to main content

Notifications

Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Timeline limitation

Posted on by 12
I want to be able to add 'Email' activity on the Timeline when it is on a Task Form but there seems to be some limitation on only having 'Notes' in the Timeline. There is full activity list in other entities form.
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Timeline limitation
    Hi Saba,
    Entities that can display lists should be standard type, Task entity is active type, so it's timeline can't display active lists.
    If you want the timeline control in one entity form to display the activity list, the entity needs to be associated with the activity entity:
    --'Creating a new activity' need be enabled on the entity.
    --Then current entity will be related to all Activity tables through 'Regarding' column.
    --So activity types will be shown on the timeline of current table.
     
    However, Task and Email are both Activity table!
    --This feature is grey-out and can't be enabled, which is by-design.
    As one workaround:
    --Creating 1:N relationship between Task and Email.
    Add one sub-grid related to email on the task form.
    Then you can create emails in this sub-grid of task form..

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,219 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,056 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans