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Suggested answer

Customize Activity type in dynamics365 sales hub

Posted on by 53

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

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Customize Activity type in dynamics365 sales hub

    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):

    pastedimage1686807359295v3.png

    Email:

    pastedimage1686807454408v4.png

    If you want to see the view of notes, you can add it to the sitemap:

    pastedimage1686807466508v5.png

    pastedimage1686807540571v6.png

  • Saud Ali Profile Picture
    Saud Ali 65 on at
    RE: Customize Activity type in dynamics365 sales hub

    Hi rsingh62 ,

    This is not possible to show notes under Activities. You can only show entities of Activity type.

    Thanks,

    Saud

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 20,989 Super User 2024 Season 2 on at
    RE: Customize Activity type in dynamics365 sales hub

    Hi rsingh62,

    It is not possible as notes are not activities.

    The following diagram shows entity relationships for activities.

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