Add custom activity to app for outlook

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Posted on 19 May 2021 13:29:54 by Alan Rachid

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

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Community Member on 21 May 2021 at 02:07:06

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RE: Add custom activity to app for outlook

Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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Community Member on 20 May 2021 at 08:26:45

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RE: Add custom activity to app for outlook

Hi AlanCRM23,

Maybe you can Customize which entities appear in Quick create.

Add a custom entity to quick create in Dynamics 365 App for Outlook (Dynamics 365 apps) | Microsoft Docs\

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.
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Jacob.s17 464 on 19 May 2021 at 17:49:04

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RE: Add custom activity to app for outlook

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.
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Torrado 1,270 on 19 May 2021 at 14:33:05

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RE: Add custom activity to app for outlook

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