Microsoft Dynamics 365 | Integration, Dataverse...

How do show more activities on + create new record in dynamics global ribbon

(0) Share

Report

Posted on by Community member

In Dynamics 365 CE, The + Sign next left to advance find is showing only few activities, I need all activities shown there, what is the right way of doing it?

All responses (2)

Answers (0)

Leah Ju Microsoft Employee on at

Like (0)

Report

How do show more activities on + create new record in dynamics global ribbon

Hi Partner，

Was my answer helpful?
If it was helpful, can you verify it?
If you have any questions, please feel free to contact me.

Regards,

Leah
Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report
How do show more activities on + create new record in dynamics global ribbon

Hi Partner,

An app maker can enable a table or a custom table to appear in the create New menu (global quick create) in dynamics 365.

For example, i want to add Fax activity under quick create button in Customer Service Hub App:

Before：

After:

Please refer to the following steps:

Step 1: Enable a table to appear in New (quick create) menu

Step 2: Create a quick create form

Step 3: Verify the custom table is added to the app designer

Save & Publish.