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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Activity Timeline Note...
Customer experience | Sales, Customer Insights,...
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Activity Timeline Notes Preview

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Posted on by acroberts 5

Before the Spring 2020 Wave 1 Release, our users were able to view the first line of a Note on the timeline, but no longer see this.   Anyone out there dealing with this, as well?   We cannot find a way to configure the timeline to return this functionality.   

I have the same question (0)
  • AJ-22040756-0 Profile Picture
    AJ-22040756-0 Microsoft Employee on at

    Hi Partner

    If I understood correctly I am still able to see the First line of Note in wave 1 2020 in my vanilla org

    pastedimage1591121155739v1.png

  • acroberts Profile Picture
    acroberts 5 on at

    Our timeline looks like this - the text/body of the note doesn't show up in the timeline

    4048.png

  • AJ-22040756-0 Profile Picture
    AJ-22040756-0 Microsoft Employee on at

    Hi Partner,

    1. Is this behavior is for the timeline for every entity and in every environment wherein you have wave 1 2020

    2. what is the CRM version of affected environment.

  • Suggested answer
    Thijs Verhoef Profile Picture
    Thijs Verhoef 25 on at

    We have the same issue here. We are running version 2020 release wave 1 enabled, Server version: 9.1.0000.19857

    I noticed that in our organization it did occur on Account and Contact but not on the Lead entity.

    I looked at the differences between the forms and noticed that the widget 'Activities' > properties > tab activities > on Lead had 'Display activities using default fields' set whereas it was set to 'Display activities using Card Form' on Account and Contact.

    When I checked the Card Form for Phone Calls it had the following set

    Row 1: Call From - Actual End

    Row 2: Call To

    Row 3: Subject

    Row 4: Description

    Now when I flipped Row 3 and 4 the Description was visible again. It appears that the available space to display went from 4 rows to 3... at least this did fix it for us.

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