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Customer experience | Sales, Customer Insights,...
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Customer/Modify managed elements

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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
 
  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Customer/Modify managed elements
    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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