web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

How to allow users to add posts to activity entities (i.e. Appointment)?

(0) ShareShare
ReportReport
Posted on by 955

The requirement from the customer is to be able to add Posts to an Appointment or to a Phone Call (or to any other activity), because in Posts they can tag other users and contacts.

I understand it's not possible to add the Timeline control in forms of Activity entities (like Appointment and Phone Call), but in these entities you have a special "Notes" control that allows users to add Notes.

I didn't find a way to enable Posts in the "Notes" control of an activity form. I've tried in the Appointment entity and in a custom Activity entity.

Is there anyway I could achieve this?

The customer is open to solutions that involve development, I just didn't want to build all the tagging functionality in a PCF.

pastedimage1659122191798v1.png

I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 108 Super User 2025 Season 2

#2
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 49 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans