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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Timeline - E-mail Card...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Timeline - E-mail Card Form - Not Showing Correct Fields

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Posted on by Barış Kuzu 227
Hello,

Timeline e-mail card customization is pretty confusing for me. How can I display the e-mail card in the timeline so that

Header:
column: Created by
column: To
Body:
column: Subject
column: Description
footer:
column:created on


This is my custom email card form:



This is the timeline options in my case form:





This is how the emails appear in the timeline:

Categories:
Dynamics 365 Customer Service
I have the same question (0)
  • Suggested answer
    Holly Huffman Profile Picture
    Holly Huffman 6,554 Super User 2026 Season 1 on at
    Good morning, afternoon, or evening - depending on your location :)
    Hope you are well today!
     
    Customizing the timeline email card to display specific fields like "Created by," "To," "Subject," "Description," and "Created on" is achievable with a few steps.
    Steps to Customize the Email Card in the Timeline:
    1. Access the Form Editor:
      • Navigate to Settings → Customizations → Customize the System.
      • Open the entity that contains the timeline where you want to display the email card, such as the Case form or a custom entity.
    2. Select the Timeline Control:
      • In the form editor, locate and click on the timeline control.
    3. Configure Card Form Fields:
      • In the timeline properties, ensure the "Activities" tab is selected.
      • Look for the Email Card Form settings.
      • Choose the card form designated for emails (or create a new one for further customization).
    4. Design the Email Card:
      • Open the email card form for editing. Add the required fields to the appropriate sections:
        • Header:
          • Add the "Created by" field.
          • Add the "To" field.
        • Body:
          • Add the "Subject" field.
          • Add the "Description" field.
        • Footer:
          • Add the "Created on" field.
      • Arrange these fields in the desired order and save the form.
    5. Publish and Test:
      • Save and publish your customizations.
      • Test the timeline on a record to ensure the email card displays the fields as intended.
     
     
    Hope this helps :)

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