Hello Experts,
I was wondering whether its possibile to add custom activities to the activity menu in the app for outlook. At the moment there are only task, appointment and phonecall.
Any chance this is possible?
Regards and many thanks,
Alan
Hello Experts,
I was wondering whether its possibile to add custom activities to the activity menu in the app for outlook. At the moment there are only task, appointment and phonecall.
Any chance this is possible?
Regards and many thanks,
Alan
Hi Partner,
Has the problem been solved? Any updates?
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Thanks.
Regards,
Leah Ju
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Hi AlanCRM23,
Maybe you can Customize which entities appear in Quick create.
1.Enable Allow quick create and Reading pane in Dynamics 365 for Outlook.
2.Create a quick create form for the custom activity entity.
3.Open 'App for outlook' app designer to add the new custom activity entity to it.
Now, you can view custom activity entity in the list of new records in the outlook.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Adding on to Torrado's response, try what he said and then also enable quick create for your custom activity entity. Then of course make sure the quick create forms are in the App (same process as Torrado listed).
This is all just an educated guess as I don't have the means to test my theory it right now.
Hello,
So far, I didn't find any indication that is possible to enable the custom activity entity to appear there.
The only think that I know it's possible is to enable the custom activity entity to appear in the regarding field: docs.microsoft.com/.../enable-a-custom-entity-to-appear-in-the-regarding-lookup
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