Dynamics 365 CE: Filter Timeline Records by Default

Timeline control is an outstanding feature of Microsoft Dataverse and it supports advanced configurations like:

• Records shown on the page: configure number of rows, choose from Activities, Notes and Post.
• Record types shown: configure which type of activities (Email, Phone, Task, etc.) to show in the timeline.
• Advanced: configure Search, Sorting and Filters.

Here is the official documentation on the configuration of timeline control:

https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-admin

The official documentation is pretty detailed (linked below), however I would like to highlight the filter feature in this post.

Filters on the timeline control are quite handy, for example, users can filter the Activities by Status (e.g. show only Open Activities). You as an Admin/Developer, can also force enable Filters on the timeline control. This means, when the form is loaded, selected filters are automatically applied. This is helpful, when you need to filter the timeline by default, for example by default show Open Activities.

Let’s go through the configuration steps.

Problem

Filter Timeline Records by Default (on load).

Solution

To apply filters by default, you need to update the configuration of timeline control for the desired form. Please note, Advanced configuration of the timeline control is only available through the PowerApps portal.

Here are steps to follow:

• Log in to make.powerapps.com.
• Select the correct environment.
• Expand Data -> Tables -> <Table Name> (the one you need to configure) -> Forms -> Open the form you use. For this example, I am using Contact form.
• Click on the Timeline control and then click on the Advanced under the Timeline properties.
• Click on Edit Filter Pan, and under Activities, select appropriate filter (Statuses).

• Save and Publish the form.

Result

Now when you will open a record (in this case Contact), the Filter will be applied on the timeline by default.