News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Marketing Email displa...

Customer experience | Sales, Customer Insights,...

Suggested answer

Marketing Email displayed on Timeline for custom forms

(0) Share

Report

Report

Posted on by reanm

222

Hi everyone

I have the new feature enabled in my Dynamics instance where Marketing Emails are visible in the timeline on the Contact-Contact main form.

However, we've created a copy of that out-of-the-box form and have made significant layout changes on the custom form.

Now I want these Marketing Emails to appear in the Timeline of my custom form - but I can't seem to get it to show. I've played around with including various activity types in the timeline, but so far no luck.

Any idea on how to get this showing in the timeline for a custom form?

Furthermore, I want these to display on the parent Account's timeline as well - any idea how to achieve this?

Thanks
Rean

All responses Img

All responses (2)

Answers Img

Answers (0)

Suggested answer

Nya 29,056 on at

Like (0)

Report

RE: Marketing Email displayed on Timeline for custom forms

Hi Rean,

Please refer to my reply in the following issue:

(99+) Remove marketing email from timeline - Dynamics 365 Marketing Forum Community Forum
Nya 29,056 on at

Like (0)

Report

RE: Marketing Email displayed on Timeline for custom forms

Hi Rean,

Would you please describe how you made the marketing emails in the timeline of the Contact main form?

Helpful resources

Quick Links

Leaderboard

#1

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

#2

Martin Dráb 230,235 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans