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Customer experience | Sales, Customer Insights,...

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Pin note in timeline on different forms

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Posted on by CU22100956-0

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Hi,

Lets say I have two different accounts forms (Form A & Form B) with the pin-functionality enabled on the timeline.

If a user pins a note on the timeline on Form A, I want the same note to show up as pinned on the timeline on Form B as well. Right now this does not seem to work.

Is there any setting to get this to work?

This is how it currently looks:

Form A - shows the pinned note:

Form B (the pinned note does not show up):

Thank you in advance!

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Leah Ju Microsoft Employee on at

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Hi Partner,

Unfortunately, one note pinned in one timeline control can't be pinned automatically in another timeline.

It is by-design.

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Pradeep Rai 5,489 Moderator on at

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Hi,

Dynamic CRM currently does not support to sync the pinned/unpinned notes to multiple forms for a same record.

Thank You,
Pradeep rai.

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