Allow Appointment,Phonecall,Task on Quick create ¨+" button on top of CRM navigation bar.

(0) Share

Report

Posted on by Mona Chavan

255

Hi All,

I want to view the Phonecall,Appointment,and task when user click on ¨+" button on top of CRM.

I am working on CRM with the model driven app . I have done following things.

1) Made Allow Quick create Checked on Task, Appointment,Phone call.

2)Added Three of the entities in App designer and selected the quick create form .

After doing these changes as well i cant see any changes on screen.

what else i need to do?

Thanks

I have the same question (0)

All responses (11)

Answers (2)

Suggested answer

Community Member on at

Like (0)

Report

Hi Mona,

In general, you can see them after you check ‘Allow Quick Create’ and create quick create form.

Save and publish all customization.

Click + button, and expand Activities, you will see it.

If you still can’t see them, it is possible cache issue, you can clear cache or change another browser to try again.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

Was this reply helpful? Yes No
Mona Chavan 255 on at

Like (0)

Report

Thanks Ju for reply .

i have done all these things but sometimes it appears and sometimes not. after ctrl+f5 its disappears and after that never comes back.

And i can only use Chrome browser IE is not supported for our CRM product.

Was this reply helpful? Yes No
Suggested answer

Bipin D365 28,983 Moderator on at

Like (0)

Report

Hi,

Have you added those entities in Model driven app?

Please mark my answer verified if i were helpful

Was this reply helpful? Yes No
Mona Chavan 255 on at

Like (0)

Report

yes I have added those entities.

Was this reply helpful? Yes No
Mona Chavan 255 on at

Like (0)

Report

I just observed one thing,For Appointment ,task ,phonecall entities are ticked as Allow for Quick create . But for the ActivityPointer entity ¨Allow quick create " is unchecked.

is it happening because of that?

Was this reply helpful? Yes No
Verified answer

Bipin D365 28,983 Moderator on at

Like (0)

Report

Hi,

I don't think so. And if you see Allow Quick Create is disabled by Design and you won't be able to make any modification.

As you said earlier it is appearing for sometime and when you don cntrl+F5 it is disappearing. Have you tried in other browser?

Is this happening in all model driven app or only in specific model driven app?

At last you can log support ticket with microsoft.

admin.powerplatform.microsoft.com/support

Please mark my answer verified if i were helpful

Was this reply helpful? Yes No
Mona Chavan 255 on at

Like (0)

Report

Hi Bipin,

Our CRM applicatio does not support IE i only have chrome.

Dont know about rest Apps but happening for the app on which i am working.

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report

Hi Mona,

Ctrl+F5 forces a cache refresh, and will guarantee that if the content is changed, you will get the new content.

You mentioned that you can’t use other browser, you can try to use incognito window of Chrome, do these steps again and publish them.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

Was this reply helpful? Yes No
Mona Chavan 255 on at

Like (0)

Report

Hi All,

I observed one thing so this behaviour is happening according to that.

Below are the scenarios i have observed.

(Note : I have added the below entities to be disply on the Sitemap: Task,Account,Contact,Policy,etc).

1)When i Select Task on site map and press F5 then only Task is visible in + button.(below is my site map)

2)when i select Account On site map and do not refresh the page it Stays the same (ie Task) but after refreshing(F5) it changes and shows me Appointment,Task , Phone call.

3)Again When i Select Contact Entity on Sitemap and do not refresh the page it stays the same i.e (Appointment,Task , Phone call.) but after and after refreshing(F5) it changes and shows me only Appointment, Phone call.

4)Again when i select the other entity on Sitemap after refereshing the page it shows me Appointment,Task , Phone call.

So according to this Do we have any configuration to view the Activities on + button based on entities selected on site map?

I have checked this behaviour multiple times to make this confirm and it is consistent.

Was this reply helpful? Yes No
Mona Chavan 255 on at

Like (0)

Report

Hi All,

Can anybody suggest anything or know this behaviour . or how can i investigate i tried every possible way.

Was this reply helpful? Yes No