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Customer experience | Sales, Customer Insights,...
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Configuration of Permissions for the Timeline in Dynamics 365

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Hello,

I am working with Dynamics 365 and would like to configure the timeline to display activities from users in other departments, but without allowing access to those activities. However, users should be able to access activities from their own department.

In summary, I need users to:

  1. View activities from their own department and be able to interact with them (read, edit, etc.)
  2. View activities from other departments, but without the ability to interact with them (i.e., read-only).

Could anyone guide me on how to achieve this? Any help would be greatly appreciated.

Thank you in advance.

  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Configuration of Permissions for the Timeline in Dynamics 365
    Hi,
     
    Do you mean configuring the activity on the timeline of the user entity?
    The timeline will only show activities related to the current record.
     
    Best Regards,
    Dengliang Li
     

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