You’re offline. This is a read only version of the page.
125
When emails are sent back and forth between recipients quickly dynamics does not insert them into the case timeline in order
Example below where I tested out 5 fast emails between two people. They are inserted completely out of order. 1, 4, 3, 2, 5.
Hi JMAtoms,
The five emails are the same time in the page, he difference is only a few seconds. but we can’t display the time with seconds in the crm, so it is possible they that their actual creation time order is what is shown in the figure.
In order to verify that your settings are correct, you can create 5 more emails, but try to give them distinct time gaps, preferably different minutes.
Or you can check the seconds of created on field value of these five emails.
If you have no ways to check seconds in created on field, I suggest that you can use CRM REST Builder
Download page: https://github.com/jlattimer/CRMRESTBuilder
Install it and set it as following screenshot:
Now, you can see seconds of created on field .
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Hi Leah, thanks for following up. I forgot to include in my previous post that I did indeed follow the instrcutions to make a new email card and applied that to the email item on the timeline on the Case entity form:
Here are is the email card which matches from the link provided:
After saving and publishing, they're still out of order.
Hi JMAtoms,
From your screenshot, I notice that you select ‘Email card form’.
I suggest that you can create a new card form for email and select it in the timeline control to try again.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Leah, thank you for the information. The link provided is for the account timeline but I assumed it would be the same for the Case entity as well. I followed the detailed instructions from the link. It does indeed change the order of the, but they are still not in chronological order:
Here is my config of the case entity timeline:
Hi JMAtoms,
As Bipin mentioned, the timeline is sort by modified on field by default.
If you can see which field has changed, you can use auditing function for entity (Email as example).
1.Go Settings > Customization > Customize the system > Entities.
2.Open email form, switch to Related tab to select Audit History.
3.sort timeline by created on field.
For more detailed information,you can refer following link
https://alphabold.com/configuration-of-timeline-in-release-wave-2/
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Hi,
Emails on Timeline is sorted based on Modified on field. And as per your screenshot I see it is sorted correctly based on Modified on field.
If you want to sort it based on some field value then you will have to open form editor and make the modification.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,240
Super User 2024 Season 2
#2
Martin Dráb
230,149
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (