Show/Hide activity entity from activity menu

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Posted on by ZeeshanGhause

#ONLINE CRM

Hi Community Member!
Need your support hope you will how i can hide activities

Regards,
ZG

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LuHao 40,892 on at

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Hi ZeeshanGhause,

Go to Advanced Settings > Customizations > Customize the System.

Expand Entities > the entity you want to modify(like Contact) > forms, edit the main form.

Double click "Notes Properties".

Under Activities tab, select "Show selected" and hold down the Ctrl key to select the type of activity to display.

Save and publish.

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ZeeshanGhause on at

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Thanks Lu Hao you always rocked

one more thing after that i will mark verified obviously

how i can get the description of each item of option set basically i want to send email to selected items in multi option set for that i have stored the email in each item description

Regards,
ZG

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blackfincloud 566 on at

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Hello - because you cannot use out-of-the box workflows to retrieve data from multi-select option sets, and because I believe it would be difficult to use Microsoft Flow to obtain the meta-data from those multi-select option sets (The Description field is a meta-data component), I believe you will need to solve this problem with a plugin. Here is an article that documents the attributes with some sample code, and here is an article that documents the meta-data of the multi-select option set (or picklist, as it is referred to.)

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LuHao 40,892 on at

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Hi ZeeshanGhause,

Agree with Owen.

Since the email is stored in the description of multi option set field, I'm afraid you have to create a plugin to obtain it.

If you would use no-code way, like workflow or power automate, we can only set the email in the steps, not store email in the field.

Here is a demo. I take the contact entity as an example.

I have a multi option set field which has 3 options and a two option field to indicate whether to send emails.

Whenever the user selects the options of the multi option set field and select two option field as Yes, D365 will automatically send an email to the selected employees, and set the two option field to No.

Go to https://us.flow.microsoft.com/, select the D365 environment.

Create an automated flow, set it as follow.

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