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Customer experience | Sales, Customer Insights,...
Suggested Answer

All activities View - cannot insert the "Phone Call" custom related entity column

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Posted on by 20

Hello,

It may probably be a silly question but I have been asked to modify the standard "All activities View" where basically all the activities are listed (appointments, phone call and so on). 

We added a relation in the "Phone Call" form that is named "Call to" and basically is just a lookup to a contact that has been or will be called. They would like to add a column to the "All activities" view where, if it's a phone call, it would show which was the contact to call.

But when I try to add the column the related entity does not show up...any reason for that? If instead I try to modify the "All Phone calls" view it works fine, so the relation is working properly.

Thank you in advance for your patience

I have the same question (0)
  • Suggested answer
    Mustafa Sabir Profile Picture
    Microsoft Employee on at

    Hello,

    Activity (ActivityPointer) entity is just a container which has all the entities like Email, Phone call, Appointment entity etc. You need to have a N:1 relationship from Activity entity to Contact entity in order to show a column in All activity view.

    In this case, you have a N:1 relationship between Phone call and Contact, not on Phone call and Activity(also called ActivityPointer).

    You can't create relationship with Activity (ActivityPointer) entity hence this is by-design, you won't be able to show a lookup column which you have added on Phone call entity.

    regards,

    Mustafa Sabir

    Support Engineer - Dynamics 365 CE

  • antonio2712 Profile Picture
    20 on at

    Thank you

    So there is no real solution to my problem, right?

  • Suggested answer
    Mustafa Sabir Profile Picture
    Microsoft Employee on at

    That's right.

    Thank you,

    Mustafa Sabir

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