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All Activity Type Views not Shown in My Activities Dropdown

  • 1.  All Activity Type Views not Shown in My Activities Dropdown

    Posted 16 days ago
    Hello,

    We have recently switched over to the unified interface and we are struggling to see how we can get the different activity type views to display within the "My Activities" dropdown.

    For example on the previous classic interface we were able to click on the "My Activities" view and then see the different views associated with the different activity types such as task, phone call, email, appointment etc as shown below:



    On the new unified interface when we click on "My Activities" we can only see a few views related to my activities and then views associated with the activity type of "Tasks" only.



    Please can someone help on how I can add the other activity type views to this list such as phone calls, emails, appointments etc. The views already exist as they were created previously and were available on the classic interface, but they do not show on the unified interface. I want to be able to see all activity type views on this "My Activities" dropdown above.

    Thanks in advance.

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    Deepak
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  • 2.  RE: All Activity Type Views not Shown in My Activities Dropdown

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Hi Deepak,

    Have you checked the filter of the view?

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    Lyrio Amurao
    Technical Consultant
    North York
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  • 3.  RE: All Activity Type Views not Shown in My Activities Dropdown

    MICROSOFT MVP
    Posted 14 days ago
    Have you reviewed the model-drive app to ensure all the Views are selected for the Activity entity? This would be in the App Designer. Make sure the Activity entity is listed, then click on the Views box in the middle​, then see if the "All Activities" option is selected on the right. Then Save and Publish the app.



    ------------------------------
    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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