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Hi there,
It is possible to search timeline on each contact like descried as follows.
https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-basics#timeline
Unfortunately, I cant find a way to seach whole timeline (all active contacts) inside my tenant. Please let me know.
Thanks in advance!
Toshi
Hi toshiak,
It is impossible to search all contacts in the tenant, we can only search for contacts in a single environment.
The content of Timeline contains activities, notes, and posts, so we can search all three entity records to search all timelines in this environment.
Please perform the following search in Advanced Find.
1. Activity
2. Note
3. Post
For the Post entity, we cannot directly search for it in Advanced Find. So we need to write XML Query in the view editor of XrmToolBox to set a view and see the search results in the view.
Please refer to https://www.cloudfronts.com/post-entity-and-its-relationship-with-lead-entity/
Hi Hao, much appreciate for your quick reply. It worked greatly!
Thanks, Toshi
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