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Customer experience | Sales, Customer Insights,...
Suggested Answer

Customer/Modify managed elements

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Posted on by
Hi
 
We do have a business requirement to extend the list of activities which are currently visible under Timeline object.
I understand that the list is coming from a Choice List (Activity Type) but Timeline also includes info which is gather from other tables as Phone Calls/ Email etc.
 
//
 
I found that there is a Choice List as part of the default managed solution that I can't modify.
The object is disabled also when trying to add it into a new solution.
 
My end goal is to add more options into that list , modify display name for existing values and create new related tables in correlation with the new valid values.
 
is there a way to customize/modify that ?
 
Thanks,
 
Lior
 
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  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Partner,
    You'll need to change the order of your customizations before you can achieve your goal.
    Please refer to the following steps:
    1.Create one new custom table that type is 'Activity':
    2.Then you will see the new created activity table in the 'Activity Type' list:
    3.Now, you can enable new activity in the timeline of one form:

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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