When creating a new custom activity entity you are presented with a great many checkboxes to choose from. One of these checkboxes is ‘Display in Activities Menus’ that will ensure that the activity type is included in the Activities Menu on records
The Custom Activities flyout menu is a dynamically generated menu so that if you load up an entity in the Ribbon Workbench and expand this…
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Create a command bar button for your custom activities
When creating a new custom activity entity you are presented with a great many checkboxes to choose from.
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