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Add Activities To A Record Timeline Using Custom Pages

Megan V. Walker Profile Picture Megan V. Walker 1,856 Most Valuable Professional
Activities are a pretty common way to understand and manage records in Dataverse/D365. Users can add tasks, appointments, phone calls, and custom activities via the timeline on a record. Account Managers and Business Development Managers can review timelines to see what has been happening with that record before calling them, and Customer Service Reps can … Continue reading Add Activities To A Record Timeline Using Custom Pages

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