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Microsoft Dynamics 365 | Integration, Dataverse...
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Lead Timelines

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Posted on by 15

We are loading marketing activities from another system and can show in a lead's timeline, but ideally I would like to split out. So that sales can see their activity clearly in one timeline and the marketing activity is visible on another timeline on a second tab (which has other marketing information like campaign source). Can you have 2 different timelines on an object? Or do you need to use one timeline and apply default filters to each?

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  • Suggested answer
    NoellaB Profile Picture
    165 User Group Leader on at

    Hello Ian,

    You can have two timelines on the form in different tabs and you also select the types of activities that you would like to show on each timeline:

    pastedimage1664388747535v1.png

    pastedimage1664388773364v2.png

    if you found this helpful, please mark this answer as verified

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