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Try enhancements to timeline maker experience

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Customer Service. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically Aug 1, 2022 - Oct 3, 2022

Business value

The timeline configuration experience enables the timeline to show a customer’s history across interactions. 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

Enhancements to the Dynamics 365 timeline maker experience include the following capabilities:

  • Configure which actions are shown for each type of record
  • Configure and show more than one timeline on a form
  • Create and view each type of activity with main form dialog, main form, or when applicable, quick view
  • Create and view fax and letter records on the timeline are disabled by default

See also

Set up the timeline control (docs)