Marketing Email displayed on Timeline for custom forms

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Posted on by reanm

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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

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Nya 29,060 on at

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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 29,060 on at

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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?