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Customize Dynamics Timeline

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Posted on by luethilu

Hi there

I have a customer that wants to set organisationwide filters on the marketing interactions in the unified timeline. I found this learn article that mentions a "configuration path":
https://learn.microsoft.com/en-us/dynamics365/marketing/timeline

Does anybody know if there is a way to use this configuration path in order to filter for specific realtime interactions (e.g. clicks / opens,...)?

thanks and br

Lukas

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luethilu 35 on at

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RE: Customize Dynamics Timeline

Hi Leco

thank you for you answer. I know about the filter and save filter possibilities that individual users have. I was hoping for a more organisationwide approach with the "configuration path" for the timeline custom connector.

br Lukas
luethilu 35 on at

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RE: Customize Dynamics Timeline

Hi Miltos

thank you for you answer. I know about the filter and save filter possibilities that individual users have. I was hoping for a more organisationwide approach with the "configuration path" for the timeline custom connector.

br Lukas
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Leco Lv on at

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RE: Customize Dynamics Timeline

Hi partner,

You can use filters to filter out specific types of interactions.
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MiltosV on at

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RE: Customize Dynamics Timeline

Hi Lukas,

Please see the following resource:

learn.microsoft.com/.../add-activities

You may choose and save your filter selection in the Unified Timeline.

Best