Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Sales forum / Wave 1 Sales Release -...
Sales forum
Unanswered

Wave 1 Sales Release - custom Activity Types not included in new features

Posted on by 84

Hello all, 

After upgrading to the new 2023 wave 1 release in a SBX, it came to our attention that for certain sales Features such as 'Up Next', Work Lists, Relationship Analytics, CUSTOM Activity Types don’t appear in the aggregations. It seems to me only native activities such as phone call, tasks, appointment and emails are accounted for. Is there customization around this?

pastedimage1679061494119v1.png

Quick example - Task activity type was included in the Up Next, however a Custom Activity Type 'Meeting' was not being surfaced in the Up Next widget.

pastedimage1679061544529v2.png

After marking the Task Activity complete, i created 2 custom activities. One with a scheduled end date and another one without. They both do not appear in the Up Next section:

pastedimage1679061656309v3.png

Is this a Microsoft design to only limit it to native MSFT Activities, or I hope there is a way we can include our custom Activity types.

thank you in advance,

Lara

Categories:

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 9th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,246 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,041 Super User 2024 Season 2

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans