web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Could we migrate timeline data from account, opportunity to other environment ?

(0) ShareShare
ReportReport
Posted on by 17

Hello Everyone

I am transferring the data from environment A's Sales hub to the target environment's Sales hub. I have got all the data except entries which are shown in the timeline. so can we transfer those data as well ? and if yes, how?

thanks in advance

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    on at
    RE: Could we migrate timeline data from account, opportunity to other environment ?

    Hi sandipmaiyani,

    There are three type data(Activity/Note/Post) in the timeline. And there is a 'Regarding' field in all three types which you set its value to Account/Opportunity, the data would show in the timeline.

    So if those data are migrated, please check their 'Regarding' value.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 179 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 110

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 61 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans