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Adding Activities to Cases

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Posted on by SharalynCheney

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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!

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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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