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View activities in a web page timeline

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While working on a support case using the Dynamics 365 Customer Self-support website or interacting with a customer, you might create an activity such as an appointment, an email, or a phone call. When you navigate to a web page with a form with the timeline control enabled, you might not find this activity because by default all activities aren't displayed in the timeline.

Note

The ability to display both notes and activities on the same form for a custom table is currently not supported with configuration.

To view all activities in a website timeline:

  1. Set the CustomerSupport/DisplayAllUserActivitiesOnTimeline site setting to true.

    Note

    If DisplayAllUserActivitiesOnTimeline site setting does not exist, you can create a new setting with this name.

  2. If not present, add the activity type to include in the view filter:

    1. Go to the Data workspace.
    2. Select Activity table and expand Views.
    3. Edit the Portal Timeline View.
    4. Update the Edit Filter Criteria and add the required activity type such as Appointment, Email, or Phone Call.
    5. Save and Publish the customizations.

    Important

    Preparing customizations may take some time. If you see a message that the browser page has become unresponsive, wait for the page to become responsive, and don't close it.

  3. Make sure the timeline control is enabled to show activities.

    1. From the Data workspace, select the form where the timeline control is enabled.
    2. From the main menu, select the ellipses ... and then select Switch to classic.
    3. On the classic form designer, select the timeline control and choose Change properties from the main menu.
    4. On the Web Client Properties tab, ensure that Activities are selected in the Default tab section. Classic editor timeline configuration.
    5. Select OK, followed by Publish, and then Save and Close.

  4. Since this change is a website metadata change, clear the server-side cache to ensure the updated data is displayed on the website.

Note

The website timeline doesn't show inline images in the timeline control. For example, images embedded within emails don't appear on the timeline.