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Hi.
So we have just implemented new ui for one of our customers and now there are challenges with phone calls in the timeline. Lets say that you plan a phone call to a customer next week. You go to the form, change direction to outgoing, fill inn required information and save&close. The activity shows up on the timeline, but showing as from the contact, not to the contact.
Now I do not fully understand how the cards work. But even though I tried changeing the card, the timeline is still showing From when it should show To.
Any suggestions? :)
Hi, you can change the Timeline display by configuring Dynamics 365 with a new Card form for each activity displayed on the Timeline and then updating the Timeline to display those forms. Steps below. Unfortunately the same cannot be done for the My Activities view.
Default display on Timeline
Here are the steps for phone call:
1. Create a new Card form for the Phone Call entity
2. Edit the entity form that has the Timeline control on it and edit the Notes Pane
3. Change the Activities Display as per screenshot below, selecting the new Phone Call Card form that you created above.
4. Publish Customisations and check the Timeline on the parent record
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