web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Can't add activities tab to my new form

(0) ShareShare
ReportReport
Posted on by 172

When I add my new entity and a form within that entity, activities is not available in the left side nav bar.  Why not?  I enabled my entity for activities. 

Snag_5F00_24d1ec7f.png

I tried recreating the entity and the form but it still doesn't appear.  My goal is to create and entity and form that closely resembles the case entity/form.  The case form has an activities tab and I like to add that to my new entity form as well.

Why no Activities?

Snag_5F00_24d64848.png

I have the same question (0)
  • Suggested answer
    Ajay  Dhingra Profile Picture
    on at

    I understand you want to see related Activities but  you may also need to Configure the entity for Activity feed Configuration & Activity Feed Rules like Case entity. To configure you may go to Settings >  Activity Feeds Configuration &  Settings >  Activity Feeds Rules. The interface has changed so  you can consider configure TimeLine control as well https://stoneridgesoftware.com/configuring-the-timeline-in-the-unified-interface-crm/.

    Please let me know in case you still have any issue . 

  • WillD44 Profile Picture
    172 on at

    I'm not sure this is the same idea.  I'm talking about phone call activities, email, notes, etc.  No so much a timeline.

  • Suggested answer
    WillD44 Profile Picture
    172 on at

    I believe I've found my answer.

    www.crminnovation.com/.../

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

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 51 Super User 2026 Season 1

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 51 Most Valuable Professional

#3
Nagaraju_Matta Profile Picture

Nagaraju_Matta 50

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans