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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Adding a Column for Ti...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Adding a Column for Timeline on my view

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Posted on by GA-12121409-0 4
I am working with CRM, and on my view I am trying to add a Column for the timeline. 
I Click on the Edit Columns but I am unable to add a timeline Column. 
Above is the timeline in a quote. I want to be able to add this to my Columns so I can view the notes in the timeline vs having to click and open each quote. 
Categories:
Microsoft Dynamics CRM
I have the same question (0)
  • Suggested answer
    Ahmad Subhani Profile Picture
    Ahmad Subhani 618 on at
    Is it in Business Central?
    I did not find anything regarding timelines in Business Central
    Also, your above screenshot is not related to Business Central
  • Suggested answer
    PatSau Profile Picture
    PatSau 27 on at
    Timeline is not a column it is a control. It displays data from related activities. There is no out of the box way to add a note column to the quote view. You should use a description field if it is detail that you need to see about the quote and not the notes. 
  • GA-12121409-0 Profile Picture
    GA-12121409-0 4 on at
    I guess its not, its for Dynamics 365 Sales Hub
  • Suggested answer
    PatSau Profile Picture
    PatSau 27 on at
    It is not possible to add notes to a view for quotes in Dynamics 365 sales. 

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