Functional Info · Low Code No Code

Dynamics CRM 365 Custom Activity Entity not appearing on Timeline

While I was working on one of the business requirement, I created new Custom Activity Entity and the requirement was to show on Timeline of Lead entity as well.

I though it will be visible as soon as we create entity and publish. However the result was different on UCI app. So I decided to explore and found out, In order to show Custom Activity Entity on Timeline we may have to look at below points.

Point #1

Custom Activity Entity should be added to respective odel driven App. Otherwise this will not be visible on Timeline.

Open App Designer -> Select Entity-> Save and Publish

T01

Point #2

We have to select Entity in Timeline configuration of Formm Editor. Say you want this entity to be visible on Lead Timeline.

Go to Customize the system-> Entity->Lead->open Lead Form Editor-> select Social Pane->Click on properties-> Validate if new Cutom Activity Entity Selected in Activity Tab

T02

 

Point #3

Enable Quick Create and Enable for Unified Client check box on Entity configuration.

T03

 

After configuring above steps I was able to see records on Lead Timeline.

 

Hope this helps!

2 thoughts on “Dynamics CRM 365 Custom Activity Entity not appearing on Timeline

  1. Hi
    Thanks for the article. We have added a new “Customer” field to the Email activity (Account) so we can link to the related Account where only the Contact is shown in the To box. However, when we put data in, it doesn’t show in the Account’s timeline. Can you let me know what we need to change so it does show?
    Thanks

    Like

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