Additional Capabilities in Timeline View within Microsoft Dynamics 365 CRM

There are some additional features added to the Timeline view in the recent 2023 release wave 1 plan, like Display Layout, Copy to Clipboard command, and inline images and files in the notes.

Let’s explore!

Display Layout

Now you can choose the timeline layout as required, i.e., roomy or cozy.

When you select Roomy, the timeline view will look like this:

And when you select Cozy, the timeline view will look like this:

The basic difference is when selecting Cozy, you will not be able to see the commands unless you hover over the respective activity record or click on the “Dropdown” showing on the right side of the record.

Copy to Clipboard command

Now you can copy a description of the note using the copy-to-clipboard command, as shown below:

Inline Images and Files in the Notes

Now it’s faster to add images or files to notes. Copy and paste images from the internet and other applications directly into the note description without saving the image first. Also, you can add files to the notes, which will automatically be added as attachments to the note.

Conclusion

Newly added capabilities will surely save users time when they help customers by making it easier to copy descriptions, seamlessly capture images and files into notes, and also to view content.

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