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How to make Notes timeline filter persist after switching tabs (CRM)?

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Posted on by EG-20021342-0

We are facing an issue in the Case form Notes timeline.

When users apply a filter (e.g., “Notes only”) in the timeline, the filter works correctly at first. However, when they navigate away from the Case (for example to Home or another tab) and then return, the timeline resets and shows all activities instead of keeping the Notes-only filter.

This also affects pinned notes - users sometimes need to manually refresh to restore the correct view.

Expected behavior:

Notes timeline filter should persist after navigating away and back to the record

Pinned notes should remain pinned

View should stay consistent without manual refresh

Observed behavior:

Filter resets to default (shows all activities)

Notes-only view is lost after navigation

UI state is not retained

Has anyone implemented a solution to persist timeline filter state across navigation?

Is there a supported way (configuration / form customisation / JS / PCF control) to keep the filter applied?

Any guidance or best practices would be appreciated.

Categories:

Microsoft Dynamics CRM

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11manish 1,111 on at

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The Timeline filter reset behavior is generally considered:

By Design

because the Timeline control does not currently persist UI state across navigation.

There is no supported way today to keep the Notes-only filter applied after leaving and returning to the Case record.

For organizations that require a persistent Notes experience, I would recommend:

Dedicated Notes Subgrid
or
Custom Page / PCF Solution

rather than relying on Timeline filters.

For the pinned notes refresh issue, if it is a recent change or affects multiple users and environments, I would also recommend opening a Microsoft Support ticket,

as it may be related to a Timeline rendering regression.

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Manoj - ManoVerse 1,396 Super User 2026 Season 1 on at

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The timeline control is a PCF-based UI control that is re-rendered every time the form loads. Filters applied from the UI (e.g., “Notes only”) are session-level state only and are not persisted at the form or user profile level.
So what you’re experiencing is by design , timeline UI state (filters, expanded items, and pinned rendering) is not retained after navigation or reload.
Supported options can be today:
Configure a default filter on the timeline (static, resets on load)
Use Timeline Bookmarks (user-level workaround to save preferred filters)
Build a custom PCF control if true persistence is required

At the moment, there is no Microsoft-supported API or configuration to persist timeline filters across navigation, and there are also no ready-made PCF timeline controls in the gallery that fully support this requirement out of the box.

Hope this helps! If it answers your question, please mark it as verified or helpful.

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