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Microsoft Dynamics 365 | Integration, Dataverse...
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Lead Timelines in Lead view

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Hello Peers,

Is it possible to bring Individual lead's timelines activity in the lead view ?

Timelines-acitivty.png?Lead-view.png

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: Lead Timelines in Lead view

    Hello Sheetal,

    This is not possible out-of-the-box. One way to manage this would be to implement logic (for example with a Cloud Flow) to copy the latest post / note / activity information into a lead field that you then display on the view.

    Henry

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