Yes, you can add custom activity tables to the Sales Accelerator in Dynamics 365. Here are the steps to make your custom activities appear in the Sales Accelerator:
Enable Custom Entities:
Ensure your custom activities are properly set up in Dynamics 365. This involves enabling the custom entities and configuring them correctly.
Configure Sales Accelerator Settings:
- Go to Sales Insights settings in your Dynamics 365 Sales app.
- Under Sales accelerator, select Sequences.
- On the Sequences page, select Settings.
- Here, you can configure the sequences to include your custom activities.
Add Custom Activities to Sequences:
- In the Sales Accelerator settings, you can add your custom activities to the sequences. This will allow them to show up in the Sales Accelerator work list when they are due or overdue.
Link Custom Activities to Records:
- Ensure that your custom activities are linked to the relevant records (e.g., opportunities, leads) in Dynamics 365. This will allow the Sales Accelerator to display the custom activities with the appropriate links.
Please remember to click the following link for more details: Microsoft
