Bring your own data to timeline


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Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - Oct 4, 2021

Business value

The timeline control provides an easy and immersive experience to view a customer’s history across cases, accounts, or contacts. Understanding the customer’s interaction history helps agents deliver more personalized service in an efficient and effective manner. Currently, the timeline shows only data that is stored within the customer's instance, which creates gaps in the interaction history that is visible to agents. This feature addresses this issue by allowing customers to bring data from outside their instance for view within the timeline.

Feature details

A new virtual data model provides makers with the ability to develop solutions that allow them to bring data that is not stored in Dataverse and display it on the timeline. The data contract provides full support for the current record card layout and filters, allowing for a seamless user experience, irrespective of the source of the data.

See also

Use custom connectors with the timeline control (docs)