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Timeline on a dashboard

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Hi Experts

With a sales enterprise license - when I add a timeline to a dashboard it is showing me all the recent updates that I have made. I do not understand the value in this - can someone explain?

Instead I would like it to show me all the recent updates on records that I am an owner of, or following or connected to. Is this possible out the box? And if not out the box - how could it be done?

Thanks

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Haig Liu Microsoft Employee on at

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Timeline on a dashboard

Hi,

You can use the timeline to view information that is connected to a row in a table and occurs over time in a single stream.

https://learn.microsoft.com/en-us/power-apps/user/add-activities?source=recommendations

The timeline allows you to view all the information related to your activities in time order at a glance,

which will be useful when you need to see the history of your interactions with customers.

First of all, Timeline can only add custom table of the activity type.

https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/set-up-timeline-control#display-a-custom-table-in-a-timeline

Second, according to the documentation, timeline filtering is limited to filtering by time order and activity type. It can't filter on the owner in the same way as a view.

Finally, if you need to see every update to your records, it is recommended that you use the audit feature:

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/audit-data-user-activity?view=op-9-1

If my answer was helpful, please click Like, and if it solved your problem, I hope you can verify it to help other community members find more.
Please feel free to contact me if you have any further questions.
Regards,
Haig

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