Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Activities Records in Timeline Section on Contact Form

(0) ShareShare
ReportReport
Posted on by 45

Hi!

I'm facing an issue on the timeline related to activities record. When Im creating an activity for example like task. Now on the timeline, the task record that was created is showing the owner name but im expecting the username who has actually created the activity.

pastedimage1594016916129v1.png 

In the above image, highlighted is the owner of the record but what im expecting is the user name which has to be displayed. I have no idea how to do this. Can someone help me in doing this?

Thanks!

  • Suggested answer
    Linn Zaw Win Profile Picture
    Linn Zaw Win 3,407 on at
    RE: Activities Records in Timeline Section on Contact Form

    GiridharRaju check out my blog post below to find out how to control which fields to show on the Timeline Control in Unified Interface by customising the card form.

    http://linnzawwin.blogspot.com/2020/01/model-driven-apps-learn-how-to-sort.html

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,959 Super User 2024 Season 1 on at
    RE: Activities Records in Timeline Section on Contact Form

    Thanks Akash. I tried you solution and It works.

  • Suggested answer
    RE: Activities Records in Timeline Section on Contact Form

    Hi Partner,

    you can change the field to  "username" or "created by" by following the mentioned steps

    • Navigate to  Customization -> Customize the system -> Entities ->  Task -> Task Card Form, 
    • Once you open the Task card form, Instead of Owner field,  you can add another field either Created By or add field as required

    pastedimage1594035765552v6.png

    -- Save and Publish the changes

    • Navigate to affected Entity, for example Account or Case and navigate to timeline section and  select activities and select the card form as highlighted in screenshot

    pastedimage1594035469387v4.png

    Save and Publish this changes and this should change the field from Owner to Created By name 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans