Rich text notes and keyword search in the timeline
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
|End users, automatically
|Feb 3, 2020
|Apr 1, 2020
The timeline control provides an easy and immersive experience to view a customer’s history across cases, accounts, or contacts. This experience gives agents a better understanding of the customer’s history, which helps them deliver more personalized service in an efficient and effective manner.
Enhancements to the Dynamics 365 timeline control include:
- Create rich text notes that provide detail about the case and enable formatting for emphasis and readability.
- Perform keyword search filter to quickly display matching records.
- Identify closed or completed activities visually.
- Show only User or System records with the additional filter.