Activity only listing Task option. Phone, email, Note are missing in D365

(0) Share

Report

Posted on by SivaR

Hi,

We added Activity to the Account (organization) entity. we only need to display Phone cell, Email, and Note as part of the Activity. However, it only displays "Task" when I click Activity (refer to image 1). How I can enable the other options?

Note: i checked the Activity list in the Timeline which displays properly (refer to image 2).

image 1

image 2

I have the same question (0)

All responses (7)

Answers (2)

Suggested answer

Community Member on at

Like (0)

Report

Hi SivaR,

It seems that you check this option in PPAC->Environment->Setting->Product->Feature, correct?

If so, it would only show activities which are added into your app when you click "New Activity" button.

So there would be two solution:

1. Add Phone cell, Email, and Note into your app.(Recommend)

2.Disable this option.(It would show all activities)

Was this reply helpful? Yes No
SivaR 69 on at

Like (0)

Report

Thank you for the email. Yes, the activity is on (image 1). Email and Phone cell are selected to display the activity (refer to image 2). However, It is still not listing those activities.

image 1

image 2

image 3

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (1)

Report

Hi SivaR,

You should add those activities to your app. Please follow the steps(I assume that you are using D365 Customer Service Hub app):

1. Login into Power Apps and find the D365 Customer Service Hub app.

2. Select and edit this app.

3. Please check the email and phone call is added or not.

4. If there is no those entities, please click Add Page button and add them.

5. Finally, save & publish this app and then test again.

Was this reply helpful? Yes No
SivaR 69 on at

Like (1)

Report

thank you,

the phone call and email are already there. I am not sure why still not showing.

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (1)

Report

Hi SivaR,

It is a weird thing. Please clear your browser cache to have a try. If this still not work, please raise a ticket to contact Microsoft.

Was this reply helpful? Yes No
SivaR 69 on at

Like (0)

Report

Hi Steve,

It was my mistake. I checked the customer service hub app instead of my app (ABCApp).

I added email, phone cell, and note under app section on the ABCapp. now I can see email and phone cell (refer to image 2). However, the note is missing from the Activity list (refer to image 2).

How I can enable the Note to display part of the Activity list? Thank you, Siva

image 1

image 2

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report

Hi SivaR,

Note is not a type of activity. So it could not appear in the new activity' dropdown. And the note can't be added as a navigation as Activity. So you can only add them by timeline.

You can new a tab and add a timeline. And configurate it like this:

You can also add a subgrid to list all notes regarding to this record. However, you could not create note by click New Note button, because the columns are locked(By design).

Was this reply helpful? Yes No