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Customer experience | Sales, Customer Insights,...
Suggested Answer

Assigned Tasks on the Timeline

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Posted on by 155

Hi,

How can I see who a task has been assigned to on the Timeline?I

For example, I have created a list of tasks on a custom entity and have assigned the tasks to several users. But looking at the timeline, it shows the name of the task, but not to who the tasks have been assigned to. It does show my initials as the person who created the task. I want it to show who it was assigned to and also if there's a due date. Is this possible?

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  • Suggested answer
    RakeshJ Profile Picture
    on at

    Hi,

    Various events performed in Activity Timeline is defined in ActivityFeeds Rules which is located in Dynamics 365 org from Settings > ActivityFeeds Rule. Apart from that there is no way from within Dynamics UI to customize, however you can try creating a new custom post via workflow for certain events wherein it should show in ActivityTimeline.

    Also some of the actions is possible programmatically as per article https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/configure-activity-feeds

    Found some related scenarios to create a custom post via workflow :https://community.dynamics.com/crm/b/crmtipstricksnewstomaster/posts/how-to-create-custom-activity-feed-posts-in-microsoft-dynamics-365-crm

    If this is helpful, kindly mark this as verified. 

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