web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
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

(1) ShareShare
ReportReport
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 585 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. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 96

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 69 Super User 2025 Season 2

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 43 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans