Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Custom New button for Activity subgrid

Posted on by 3,079

On the Activities subgrid, there are some OOTB activity types that we do not want to use, and therefore not have visible.  I've looked enough to gather that that list is generated dynamically (so as to catch newly created custom Activities), and therefore I can't just hide specific activity types in the flyout.  So I guess the option would be to create a new flyout with just the ones we want?  I've tried that - I added a flyout in RibbonWorkbench on the Activity subgrid, but it's not showing up.  I know I'm working in the right spot, because as a test I hid the Show Associated View button, and that worked.  But I don't know how to get my new button to show up.  :-(  Any thoughts, or alternative methods?

I really hope MS gives some more thought in future to making activities more granular, especially permissions-wise.  If we could just remove the permissions for the activity types we're not using, they wouldn't show, and all would be fine.

*This post is locked for comments

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!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans