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Microsoft Dynamics CRM (Archived)

Dynamcis 365 App - Items in Timeline-View

Posted on by Microsoft Employee

In the Dynamics 365 Mobile App (Windsows 10 App - Sales Hub) various entries are displayed in the timeline view of an account. These entries are only shown in the mobile app.  They are not displayed in the web browser. Why is that different? What is the behavior of the Timline view?

Timline.png

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  • Patrick Ginger Profile Picture
    Patrick Ginger 5 on at
    RE: Dynamcis 365 App - Items in Timeline-View

    We are using "posts" within the classic view. Now we want to switch to UCI. Here are the "posts" located in the timeline on every record. Well - BUT: we are not able to show "posts" those I´m following within one page like in classic view.

    All other activies like phonecalls, tasks, notes, etc. can I show within the USI but not the posts.

    Any idea to to this? Thanks for your responses - hopefully.

  • Suggested answer
    jenneefer Profile Picture
    jenneefer 85 on at
    RE: Dynamcis 365 App - Items in Timeline-View

    You can filter out the activities in UCI timeline control by going to the form customizaton for the entity in question and changing from Select All to Show Only and selected the desired entities only

    capture20181130113715290.png

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: Dynamcis 365 App - Items in Timeline-View

    Timeline is available only in UCI - Unified interface today. Web will show social pane (tabbed old UI).

    Read more: community.dynamics.com/.../timeline-the-new-and-improved-social-pane-in-d365-unified-interfaces

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