From 3bbf981dad6cffd714664c3e21faabd8a47d7091 Mon Sep 17 00:00:00 2001 From: Marius Wodtke Date: Wed, 17 Jan 2024 14:08:02 +0100 Subject: [PATCH] Step by step guide was missing a crucial step: Post Configurations are not created by creating entities/activating activities/publishing (for online at least) but by pressing the refresh button. Without this step the custom entity won't be found. Google query "dynamics 365 enable posts for custom entity" finds this article first. Mentions of the need to refresh: https://community.dynamics.com/forums/thread/details/?threadid=00449fbe-945c-4022-b8dc-cd01da9a6982 https://community.dynamics.com/forums/thread/details/?threadid=dc24e009-17f5-4b4a-9634-b452487732aahttps://passion4dynamics.com/tag/how-to-enable-post-for-custom-entity/ https://neilparkhurst.com/2016/07/08/enable-a-custom-entity-for-yammer-or-posts/ --- .../on-premises/customize/notes-control-legacy.md | 1 + 1 file changed, 1 insertion(+) diff --git a/ce/customerengagement/on-premises/customize/notes-control-legacy.md b/ce/customerengagement/on-premises/customize/notes-control-legacy.md index d9663837b06..bb5f5f8ce5f 100644 --- a/ce/customerengagement/on-premises/customize/notes-control-legacy.md +++ b/ce/customerengagement/on-premises/customize/notes-control-legacy.md @@ -29,6 +29,7 @@ search.audienceType: 1. [!INCLUDE[proc_settings_postconfig](../includes/proc-settings-postconfig.md)] 2. Locate the record for your custom entity. + If the custom entity is not listed, select **Refresh** in the command bar. 3. Make sure that **Enable walls for this type of record form** is selected and save the record.