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ActivityTools - How to make custom activities available
On March 6, 2018 in ActivityTools (AT), AT 2015 / 2016, AT 365 by Codospan Bianca Codospan Bianca

If you create new custom activities after the installation of ActivityTools they will not be shown in the activity type drop down and in the NEW ACTIVITY menu of ActivityTools.

This article shows how you can make them available.

Custom activity
Figure 1: Custom activity
 
 
The figure above shows a custom activity. As you can see below, the custom activity is not included in the activity type drop down and the [NEW ACTIVITY]-button menu.  
 

Activity type drop down without custom activity

Figure 2: Activity type drop down without custom activity

 

To make the new custom activity available, please open your Dynamics 365, navigate to Settings and select ActivityTools, like you can see below. 

ActivityTools Settings

Figure 3: ActivityTools Settings 

 

 

 
 
 In the ActivityTools main configuration window navigate to the General Settings-tab and click on the [Update]-button next to Update Language Setting. 

ActivityTools Settings

Figure 4: General Settings - Update

  

After reloading ActivityTools the custom activity will be available like you can see below. 

Activity type drop down with custom activity
Figure 5: Activity type drop down with custom activity

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.




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Tagged With: custom activites, custom activity, Dynamics 365, productivity, ActivityTools, AT

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