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

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Add an activity to the + quick create menu in custom app

(0) ShareShare
ReportReport
Posted on by 20

I am trying to allow my team to select Email and Phone call from the + quick create menu in a custom app that we have created. I can see that in the out of box apps such as Sales Hub, this is already an option. See images for comparison

Options from our custom app

2023_2D00_02_2D00_01-10_5F00_49_5F00_07_2D00_Accounts-Accounts-Main-View-_2D00_-Dynamics-365.png

Options from the Sales Hub

2023_2D00_02_2D00_01-10_5F00_49_5F00_16_2D00_.png

I am been looking at both hubs to compare them but they appear to have all table settings matching. I've also found these forum discussions that showed people having the same problem, but none of these items were able to fix this for me

    - They are already in the site map and I see no change

https://learn.microsoft.com/en-us/dynamics365/outlook-app/add-a-custom-entity-to-quick-create - The menu options have changed since this was written. I do not have a choice to select settings. Also because I'm seeing the Phone Call and Email options in Sales Hub I don't think it's an item that needs to be changed at the table level, it's likely more related to the app and/or sitemap.

I have the same question (0)
  • Beetroot.v Profile Picture
    20 on at
    RE: Add an activity to the + quick create menu in custom app

    Wow! I am ashamed to say that it was exactly the publish button that I was missing. I am so used to working in the new solution editor that I didn't catch there was this button on the classic version. 

    While it is quite embarrassing, this is why we ask questions, to continue to learn! Thank you so much for your help. 

  • Verified answer
    Eiken Profile Picture
    on at
    RE: Add an activity to the + quick create menu in custom app

    Hi,

    I create a custom app and add the table to the sitemap but I can’t reproduce your problem, maybe it is related to the app/sitemap and security role.

    pastedimage1675306731538v1.png

    Did you click Save and Publish after adding the Phone Call and Email table to the site map?

    pastedimage1675306825173v2.png

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
DAnny3211 Profile Picture

DAnny3211 215

#2
Abhilash Warrier Profile Picture

Abhilash Warrier 139 Super User 2025 Season 2

#3
Nimsara Jayathilaka. Profile Picture

Nimsara Jayathilaka. 123

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans