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Adding Activities to Cases

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Hi there!

I am need to be able to access activities and see history of activities easily on a D365 Service case. In looking at configuration, I am unable to add this option - my idea is that an agent can either click to add an activity from the main case form and see a history of activities (in our case emails & internal comments) right on the main page of the case form. Is this possible? 

Thanks!

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Adding Activities to Cases

    Hi SharalynCheney,

    You could add a timeline on your main case form or add subgrid.

    Please refer to these links:

    https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-admin

    docs.microsoft.com/.../sub-grid-properties-legacy

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