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In Dynamics 365 sales professional, is there a way to show the notes from a call activity in the entity timeline?

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Posted on by HeinrichDB

We want to display the notes from a call made through the team dialler. When the call is finished the call activity is added to the timeline, however we are only able to see the notes if we click on "Open Record". Is there no way to display the notes on the timeline as well?

Any help is appreciated

Categories:

Leads or Opportunities

Call Intelligence

Activity Feeds

Gamification

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Haig Liu Microsoft Employee on at

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RE: In Dynamics 365 sales professional, is there a way to show the notes from a call activity in the entity timeline?

Hi HeinrichDB,

In the timeline settings we can customize the active form and choose which information to display.
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Adrian Begovich 20,999 Super User 2024 Season 2 on at

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RE: In Dynamics 365 sales professional, is there a way to show the notes from a call activity in the entity timeline?

Hi Heinrich de Beer,

Activities, notes, and posts are displayed on the timeline by default. You can read about the timeline control here.