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Timeline highlights help users quickly access actionable record updates

Enabled for Public preview Early access General availability
Users, automatically - - Apr 8, 2024

Business value

Timeline highlights enable users to quickly catch up on the most significant updates on any record. The highlights help enhance agent productivity by providing an at-a-glance view of the latest developments in the timeline.

Feature details

The timeline highlights feature provides a succinct overview of the most recent and critical updates in the Dynamics 365 timeline. Timeline highlights summarize key developments from various activities such as emails, notes, tasks, appointments, phone calls, and conversations.

Feature Details

  • Concise catch-up: Generates a brief catch-up list of the three most recent key events from the timeline of the record. Each bullet can be aggregated from across multiple activities.
  • Enabled by default: Automatically available, and can be disabled in Power Apps.
  • Scalability: Works within apps like Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Marketing, and custom, model-driven Power Apps, providing a unified experience across Dynamics 365.

View of the Timeline highlights section on the timeline

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • United States
  • Europe
  • United Kingdom
  • Australia
  • India

See also

Introducing timeline highlights powered by generative AI (blog)

Use timeline highlights powered by generative AI (docs)