Renaming 'Tracked to Dynamics' category

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Posted on by D365Admin

Dear Experts,

I have a couple of questions as stated below which I couldn't find an answer Online and could you please let me know if it is achievable or not in Dynamics 365 CRM. Many thanks in advance

1. I would like to know that that the “Tracked to Dynamics” category that automatically gets applied can be shortened to something shorter - “TD” - so as to take up less room on the header row, to allow space for other meaningful categories that we can use?

2. Timeline on Case - Is it possible, to display the start date/time for appointments, and the due date/time for tasks, within the timeline for those activities(I assume either we can show Date Created or Modified on but we cannot show separately datetimes for each activity as we wish) But just want to double check whether my understanding is right or wrong. Also if I can get any brilliant ideas from the community.

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Hi Partner,

1.You can Rename the “Tracked to Dynamics” category in outlook(Categorize > All Categories > ):

2.Timeline on Case

Go Power Apps > Data > Tables > Case > Forms > open 'Case for Interactive experience' form:

By default, activities are shown 'default form' in the timeline, you can't customize them much(you can choose to show or hide them, you cannot add or remove fields).

(1)"display the start date/time for appointments", the default field in timeline for appointment is 'Start Time', you do not make any changes.

(2)"the due date/time for tasks", the default field in timeline for task is 'Modified on'

So you need customize 'Task Card Form' and select it to replace default form:

Add 'Due Date' field as second field of Header section, which can make it display in the bottom right corner of the timeline.

Result(For testing, i select to show label):

You can refer following link to customize card forms within timeline:

https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-admin#customize-a-card-from-within-timeline

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D365Admin 77 on at

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Hi @Leah Ju,

Thank you so much for taking your time and answering my query. I have marked it as answer...Take care

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Hi Partner,

You should click Yes under "Did this answer your question?" to marked it as answer if it is helpful.

Thanks in advance!:)

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D365Admin 77 on at

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Hi @Leah Ju,

I have marked it as answer. Thanks.

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D365Admin 77 on at

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Hi @Leah Ju,

You have helped me so kindly on my above query previously. But now, I would like to know can we able to display the created-on time and date in the timeline for Tasks and Appointments for example., Please let me know. Thanks

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Hi Partner,

Of course you can.

You need customize 'Task Card Form' or 'Appointment Card Form' by following the steps I provided earlier.

Make sure the 'Created On' in the second field of the header section, which can make it appear in the in the bottom-right corner of the timeline record.

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D365Admin 77 on at

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Thank you for answering my query.

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