Dynamics 365 CRM Apps
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Quick Activity Actions
Support to define quick activity actions for the records.
Each card supports defining of up to 3 quick activity actions. You can create the activity record defined in a single click from this view.
The quick create form that shows up comes pre-populated with the reference to the said record already set.
The activities to be supported can be defined in the configuration screen when setting up the component for a view as shown in the screenshot below.
Make sure to type in the schema name of the activity types. You can also choose a custom activity type here.
Last modified 4mo ago
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