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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to implement timel...
Microsoft Dynamics CRM (Archived)

How to implement timelines for the account in the in the Summary Page

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Posted on by VinodTakke 130

As a Sales User, I need to see the timelines for the account in the in the Summary Page 

Within the timelines the sales user sees all activities happened on the customer account, e.g. if an opportunity is being generated or a quote, activity created. 

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  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    Hi There,

    It is an out of the box behaviour of dynamics crm, you dont have to do anything. 

    047883.1.png

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    Hi

    Like Rawish mentioned, its an out of the box feature and you definitley want to take advantage of this as Microsoft has been investing a lot in providing more and more features and improving timeline control and relationship assistant, especially for Unified Interface.

    Please go through the following links to know about how to add and also more relavant info

    community.dynamics.com/.../activity-timelines-in-dynamics-365

    crmtipoftheday.com/.../timeline

    Hope this helps

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