Announcements
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.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 290,142 Super User 2024 Season 2
Martin Dráb 227,979 Super User 2024 Season 2
nmaenpaa 101,148