Related record not showing on the timeline component in a system dashboard

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Posted on by Cilla

Hi,

We are using the standard timeline component on a system dashboard in D365 sales, and can't make it show related records. Ofc this means that I as a user see a lovely long list of appointments and phone calls etc - but have no idea which account or opportunity it is regarding unless i open the actual record. For appointment for example, we know we're using the appointment card form, and yes - we've made sure to place the regarding field so that it should be visible - but I can't find where I configure the setting which allows me to enable the regarding thingy described on Learn Add and configure the timeline control in Power Apps - Power Apps | Microsoft Learn.

Any screenshots would be very helpful.

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Dynamics 365 Sales

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Muhammad Shahzad Sh... 2,324 Most Valuable Professional on at

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Related record not showing on the timeline component in a system dashboard

To show the Regarding field in the timeline component for related records (Account, Opportunity, etc.), follow these steps:

Steps to Configure the Timeline Control:
1. Open the Form Editor
   - Go to Power Apps → Solutions → Open your solution.
   - Select the entity (e.g., Appointment) → Open the Card Form (not the main form).

2. Enable the Regarding Field
   - In the form editor, ensure the Regarding (“regardingobjectid”) field is added to the card.
   - If missing, drag it from the field explorer onto the form.

3. Publish Changes
   - Save & publish the form.

4. Verify Timeline Settings
   - The timeline control automatically shows the Regarding field if it’s included in the card form. No additional configuration is needed.

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