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Configuration experience for timeline in the new form designer

Important

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.

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - Aug 3, 2020 Oct 1, 2020

Business value

The timeline configuration experience enables the timeline to show a customer’s history across cases, accounts, or contacts. This experience gives administrators the ability to configure the information displayed in each timeline to help agents have the best understanding of the customer’s history so they can deliver more personalized service.

Feature details

Administrators need to be able to configure settings to maximize agent productivity. In this release, timeline can be customized in the form designer.

The following functionality is available:

  • Set timeline records to show as expanded by default.
  • Ability to add or remove +New activity items in timeline.
  • Ability to hide status tags and “What you've missed.”

See also

Configure timeline (docs)