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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Missing "New acti...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Missing "New activity" option

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Posted on by Community Member

Hello, 

I have recently created several new apps and they are all missing the new activity option from the "NEW" menu.

I see all entities except the activities:

pastedimage1570723166520v1.png

I have created them by using the default site map.

I don't see a setting  to control this menu. Is it based on the create rights in security roles?

Why is is displayed on apps created by Microsoft and not on mine ?

I have the same question (0)
  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at

    Hello,

    I have custom apps that show activities in the Quick Create menu.

    Can you make sure that your activity entities and their Quick Create forms are part of your apps?

    Henry

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    I have tried this and found that (as suggested above), if the entities are not added to entity view in the app then it does not appear in the quick create global options.

    app.png

    Hope this helps

  • Community Member Profile Picture
    Community Member on at

    Hi Ravi and Henry,

    Thank you both. You had the right answer. I have added the entities and they are now available on the NEW button.

    Strangely, when you create a new app based on the default sitemap, some entities are not automatically added: email, appointment, phone call, task,..

    But the timeline was present and I could add activities like appointment, task,...

    It doesn't seem logical for me. If the entities are not in the app they shouldn't be available in the timeline...

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at

    To provide more flexibility you can also filter the list of available entities at the timeline level.

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