web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Activity Entity, Can we add additional types of activities to the timeline on the activity form itself?

(0) ShareShare
ReportReport
Posted on by 80

We added a timeline on the Note activity form to essentially add notes about the note. They can add additional notes, but want emails and other activity features to be added to this timeline. The options under the entity are grayed out: 

pastedimage1595424671313v1.png

I have the same question (0)
  • Suggested answer
    protc Profile Picture
    on at

    Hi Dave,

    Thank you for your query.

    In Dynamics 365 for Customer Engagement, you can create custom activities to support the communication needs of a business such as instant messaging (IM) and Short Message Service (SMS). To create a custom activity in Customer Engagement, create a custom entity, and specify it as an activity entity using the EntityMetadata.IsActivity property.

    docs.microsoft.com/.../custom-activities

    docs.microsoft.com/.../customize-entity-metadata

  • Suggested answer
    CRMJetty Profile Picture
    3,512 on at
  • Pankaj Gogoi Profile Picture
    3,177 on at

    Hi Dave,

    You have to select the Timeline on the entity form and filter by show all or you can select the Activities module and Publish the form.

    pastedimage1596346258963v1.png

    Best Regards

    PG

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.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 19 Super User 2026 Season 1

#2
Suriyanarayanan V Profile Picture

Suriyanarayanan V 17

#3
CU19070926-0 Profile Picture

CU19070926-0 10

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans