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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / TimeLine Controls
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TimeLine Controls

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Posted on by Rushiraj 63

Hi All,

I am New to Dynamics CRM. I am using CRM On-Premise 2016 version 9.0.19.8.

Can anyone suggest how expand/collapse control can be enable in Timeline.

Regards,

Rushiraj

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: TimeLine Controls

    Hi Rushiraj,

    You can go to the form of email used in the timeline control to check fields it includes.

    Go Settings > Customization > Customize the system > Entities > Account (select entity that timeline exisits) > Forms.

    Click Account main form and double-click timeline control to ‘Activities Tab Properties’ dialog.

    Switch to Activities tab and check email which card form is selected.

    pastedimage1605150193328v1.png

    Go Entities > Email > Forms > Email Card form.

    Add fields you want to shown in the timeline.

    pastedimage1605150213900v2.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Rushiraj Profile Picture
    Rushiraj 63 on at
    RE: TimeLine Controls

    Hi @Leah Ju i have followed your steps.

    when enabled i am getting the control but body preview is not visible.

    pastedimage1605087663811v2.png

    Thanks in advance.

  • Rushiraj Profile Picture
    Rushiraj 63 on at
    RE: TimeLine Controls

    Do we have the same in setting in On-Premise also ?

    please suggest

    Thank you

  • Rushiraj Profile Picture
    Rushiraj 63 on at
    RE: TimeLine Controls

    Thank you

    Regards

    Rushiraj

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: TimeLine Controls

    Hi Rushiraj,

    In 2020 Release wave 2, you can expand and collapse records in timeline by clicking following icon.

    pastedimage1605083688471v1.png

    Also, you can check ‘Expand all records by default’ to expand all records.

    pastedimage1605083704686v2.png

    For more information, you can refer following link:

    https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-admin#expand-all-records-in-timeline

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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