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Suggested answer

Enitity Chang

Posted on by 70

Good Afternoon,

Is it possible to amend the below options for the activities that we do not use within the business please:

  • Define a an activity entity
  • Define in Activity Menus

I have provided an image of the FAX entity to which we don't intend to use as an activity.

Fax-Entity.PNG

Kind Regards

Sanjiv Kumar

  • Suggested answer
    Guido Preite Profile Picture
    Guido Preite 54,081 Super User 2024 Season 1 on at
    RE: Enitity Chang

    that settings are not possible to change, however with the 2022 Release Wave 1 (public preview February / GA April) the dropdown will show only the activities included inside the current app

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Enitity Chang

    Hello,

    It is not possible to modify the selected settings.

    You can created custom entity for your requirement instead of using OOB entity.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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