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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Activity Status dashboard in Timeline

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Posted on by 352

Good morning, I would appreciate your advise with the following question. Attached to this post is an screen capture of the Activity Status dashboard displayed in a Timeline control. Is there any way to change the labels for the "donut" charts? Thanks for your help.

Activity.JPG

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  • Suggested answer
    Henry J. Profile Picture
    5,237 on at

    Hi Xavier,

    Quick question: have you enabled the Release Wave 1 Early Access on your environment?
    You can do so by following these steps (for example to test it on a sandbox): https://docs.microsoft.com/en-us/power-platform/admin/opt-in-early-access-updates

    The Timeline benefits from a number of improvements in the Release Wave 1, including this: Rich text notes and keyword search in the timeline.

    I believe charts are going away in favor of new filters.

    You'll find the updated Timeline documentation here:
    https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-basics#filter-activities-posts-and-notes-on-the-timeline

    Henry

  • Suggested answer
    Paul_Owen Profile Picture
    2,027 on at

    You can use the Advanced Chart Editor in XRM Tollbox to edit the labels https://crmchartguy.com/2017/06/10/edit-charts-in-the-xrmtoolbox-for-dynamics-365/

    Regards

    Paul

  • Henry J. Profile Picture
    5,237 on at

    Hi Paul -

    Are you sure this meets the requirement?
    Here Xavier is showing charts from the Timeline filters. Not out-of-the-box charts.

    Furthermore, Release Wave 1 2020 seems to change the behavior of the Timeline filters.

    Henry

  • Paul_Owen Profile Picture
    2,027 on at

    Ah sorry Henry you're right, I didn't read it properly!

    Regards

    Paul

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