I want to add notes filter in Activity type dropdown in dynamics365 sales.
Is it possible to add notes activity type ?
if yes then how to achieve this ?
Regards
I want to add notes filter in Activity type dropdown in dynamics365 sales.
Is it possible to add notes activity type ?
if yes then how to achieve this ?
Regards
Hi rsingh62,
As the two engineers answered earlier, the notes table is not an activity table, so it cannot appear in the active type dropdown.
Note(annotation):
Email:
If you want to see the view of notes, you can add it to the sitemap:
Hi rsingh62 ,
This is not possible to show notes under Activities. You can only show entities of Activity type.
Thanks,
Saud
Hi rsingh62,
It is not possible as notes are not activities.
The following diagram shows entity relationships for activities.
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