Notifications
Announcements
No record found.
Hi!
In the Accounts tab, there is a section or group called Activities with several tabs.
I would like to know if that wizard can be put in a panel of those that appear on the main CRM page.
Greetings and thanks.
Hi Antonio Llanero, I hope you are doing good.
You first have to create a view associated with the activity's entity, then create a chart. Once you finished that you could pin your chart in the main page.
Here more information of how create a view:
Create and edit public or system model-driven app views with Power Apps - Power Apps | Microsoft Docs
Here more information of how create a chart:
Track your progress with dashboards and charts in model-driven apps - Power Apps | Microsoft Docs
Let me know if you are using an on-prem environment so I can share with you the respective documentation.
If this answers your question, please check it as verified to help others finding useful information.
Welcome to this amazing community.
Hi Kenneth. Thanks for answering.
The problem is that I need the Assistant tab and I don't see that it exists as an entity.
I suppose it will be inside the Activities entity, but if I create a view as Activities, then I don't know how to create a chart in which the Assistant tab appears.
All the charts I see are with bars and I need the tabs.
Basically I need exactly the part of Activities that exist in the Account file.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Tom_Gioielli 70 Super User 2025 Season 2
Gerardo RenterÃa Ga... 33 Most Valuable Professional
Daniyal Khaleel 32 Most Valuable Professional