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Customer experience | Sales, Customer Insights,...
Suggested Answer

A Timeline showing all colleagues activities and notes on a users dashboard

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Posted on by 10
Hi,

We are using the standard component, Timeline, on Account and Opportunity to get an overview of activities, notes and posts.
When I put the Timeline on our user's primary dashboard, it can unfortunately only show the user's own activities, but we want functionality that enables the user to see all updates from colleagues who work on accounts relevant to the user.
Can any of you recommend a solution for users to stay up to date on colleagues' notes, activities etc. on a portfolio of accounts?

Michael
I have the same question (0)
  • Leah Ju Profile Picture
    Microsoft Employee on at

    Hi Michael,

    What's user's primary dashboard?

    Could you share screenshots about it?

  • Michael Nitze Profile Picture
    10 on at

    Hi Leah,

    Thanks for replying.

    It's just a standard system dashboard.

    Regards Michael

  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi Michael,

    It seems to be by-design.

    If you need to show other user's activities, add a view/list instead of using Timeline control.

    Also, you can create a new idea through the below URL, then ask your colleagues to raise up the votes.

    Ideas (dynamics.com)

    Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.

  • Michael Nitze Profile Picture
    10 on at

    Thank you for your guidance, Leah!

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