{"id":24795,"date":"2020-09-18T16:31:04","date_gmt":"2020-09-18T16:31:04","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=24795"},"modified":"2022-07-01T15:04:49","modified_gmt":"2022-07-01T09:34:49","slug":"configure-new-timeline-features-in-dynamics-365-ce","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/09\/configure-new-timeline-features-in-dynamics-365-ce\/","title":{"rendered":"Configure new Timeline features in Dynamics 365 CE"},"content":{"rendered":"<h2><strong>Introduction <\/strong><\/h2>\n<p style=\"text-align: justify;\">In the 2020 wave 2 release, Microsoft has released some interesting new features which are now available for early access, among them one feature is customizing the timeline for the below new features.<\/p>\n<ul>\n<li>Expand the timeline records by default.<\/li>\n<li>Hide \u201cWhat you&#8217;ve missed.\u201d<\/li>\n<li>Hide status tags.<\/li>\n<li>Show email as Conversation or as individual messages.<\/li>\n<\/ul>\n<p>Let\u2019s see how can we configure and use these new features:-<\/p>\n<ol style=\"text-align: justify;\">\n<li>Sign in to\u00a0<a href=\"https:\/\/make.powerapps.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Power Apps<\/a>\u00a0and select your environment.<\/li>\n<li>Open the Default solution or create a new solution and add the required entity in the solution.<\/li>\n<li>Now select the entity, and then open the\u00a0<strong>Forms,<\/strong> For example, select the\u00a0<strong>Account <\/strong>entity, and then select the\u00a0<strong>Forms<\/strong>\u00a0tab.<\/li>\n<li>You will see a list of forms that are available for the entity. Select the form where you want to configure the new timeline features.<\/li>\n<li>Now select the timeline control inside the section. The properties appear in the right pane.<\/li>\n<\/ol>\n<p style=\"text-align: justify;\">To enable \u201c<strong>Expand the timeline records by default<\/strong>\u201d and Hide <strong>\u201cWhat you&#8217;ve missed\u201d <\/strong>select the respective checkboxes as shown below.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-24804 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-1.png\" alt=\"new timeline features in Dynamics 365 CE\" width=\"937\" height=\"327\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-1.png 937w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-1-300x105.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-1-768x268.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-1-660x230.png 660w\" sizes=\"(max-width: 937px) 100vw, 937px\" \/><\/a><\/p>\n<h2><strong>Expand the timeline records by default<\/strong><\/h2>\n<p style=\"text-align: justify;\">Previously, if we had notes with multiple lines, only a few lines of text would have been visible to us by default, so to see the rest of the note we had to click on the note to expand and see the rest of the content, but now we can show full content by default.<\/p>\n<p>Once you enable this feature, all activities will expand to show the full contents as shown in the below screenshot.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-2.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-24803 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-2.png\" alt=\"new timeline features in Dynamics 365 CE\" width=\"751\" height=\"537\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-2.png 751w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-2-300x215.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-2-660x472.png 660w\" sizes=\"(max-width: 751px) 100vw, 751px\" \/><\/a><\/p>\n<h2><strong>Hide \u201cWhat you&#8217;ve missed\u201d<\/strong><\/h2>\n<p style=\"text-align: justify;\">Dynamics 365 will record the time you last accessed the record.<strong> \u201cWhat you have missed<\/strong>\u201d filter allows you to see the activities that you missed since that scheduled date and time. Sometimes it may happen that user misses appointments and wants to see what they have missed. The setting is disabled by default. When enabled, a notification is displayed as shown in the below screenshot.<\/p>\n<h2><strong><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-3.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-24802 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-3.png\" alt=\"new timeline features in Dynamics 365 CE\" width=\"486\" height=\"301\" data-wp-editing=\"1\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-3.png 486w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-3-300x186.png 300w\" sizes=\"(max-width: 486px) 100vw, 486px\" \/><\/a><\/strong><br \/>\n<strong> Hide status tags<\/strong><\/h2>\n<p style=\"text-align: justify;\">Status tags displayed in the timeline help users to see at a glance whether an activity\u2014for example, an email\u2014is in the active, overdue, or closed state. Status tags are enabled by default.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-4.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-24801\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-4.png\" alt=\"new timeline features in Dynamics 365 CE\" width=\"438\" height=\"273\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-4.png 438w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-4-300x187.png 300w\" sizes=\"(max-width: 438px) 100vw, 438px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">We can hide the Status tag for the Activities. For Example, to hide the status tag for Email activity, Select Email in the timeline properties and deselect the <strong>\u201cEnable status tag\u201d<\/strong> checkbox. Save and Publish the changes.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-5.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-24800 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-5.png\" alt=\"new timeline features in Dynamics 365 CE\" width=\"582\" height=\"437\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-5.png 582w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-5-300x225.png 300w\" sizes=\"(max-width: 582px) 100vw, 582px\" \/><\/a><\/p>\n<p>Now as we can see in the below screenshot, Status tag is hidden for Email.<strong><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-6.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-24799 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-6.png\" alt=\"new timeline features in Dynamics 365 CE\" width=\"482\" height=\"292\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-6.png 482w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-6-300x182.png 300w\" sizes=\"(max-width: 482px) 100vw, 482px\" \/><\/a><\/strong><\/p>\n<p><strong>Note: The above configuration provision is only available in new form designer i.e. from <\/strong><a href=\"https:\/\/make.powerapps.com\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>https:\/\/make.powerapps.com<\/strong><\/a><\/p>\n<h2><strong>Show email as Conversation or as individual messages<\/strong><\/h2>\n<p>This configuration is <strong>not<\/strong> available in form designer but we can configure it on the form when viewing records.<\/p>\n<p>You can change the appearance of the message list and reading pane in the Timeline. Emails in the message list can be displayed as individual Emails or as a conversation.<\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Show Email as Conversation: <\/strong>When you select the option \u201cShow Email as Conversation\u201d Email will be displayed in Conversations. A conversation includes all Emails in the same thread. Within each Conversation, Emails are sorted with the newest message on top. When you receive a new email that\u2019s part of a Conversation, the whole Conversation moves to the top of your list.<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-7.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-24798\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-7.png\" alt=\"new timeline features in Dynamics 365 CE\" width=\"611\" height=\"458\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-7.png 611w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-7-300x225.png 300w\" sizes=\"(max-width: 611px) 100vw, 611px\" \/><\/a><\/li>\n<li><strong>Always Show Email as Individual Messages: <\/strong>When you select this option, Emails are displayed in the Timeline pane individually, as shown in the below screenshot.<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-8.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-24797 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-8.png\" alt=\"new timeline features in Dynamics 365 CE\" width=\"617\" height=\"379\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-8.png 617w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/09\/new-timeline-features-in-Dynamics-365-CE-8-300x184.png 300w\" sizes=\"(max-width: 617px) 100vw, 617px\" \/><\/a><\/li>\n<\/ul>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p>We can now configure the new Timeline features in Dynamics 365 CE<\/p>\n<h2 style=\"text-align: left;\"><div class=\"su-heading su-heading-style-default su-heading-align-center\" id=\"\" style=\"font-size:15px;margin-bottom:5px\"><div class=\"su-heading-inner\">One Pic = 1000 words! Analyze data 90% faster with visualization apps!<\/div><\/div><\/h2>\n<p style=\"text-align: left;\"><em>Get optimum visualization of Dynamics 365 CRM data with &#8211;<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3lYvozZ\" target=\"_blank\" rel=\"noopener noreferrer\">Kanban Board<\/a> <\/strong>\u2013 Visualize Dynamics 365 CRM data in Kanban view by categorizing entity records in lanes and rows as per their status, priority, etc.<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3lCSBaA\" target=\"_blank\" rel=\"noopener noreferrer\">Map My Relationships<\/a><\/strong> \u2013 Map My Relationships \u2013 Visualize connections and relationships between Dynamics 365 CRM entities or related records in a Mind Map view.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction In the 2020 wave 2 release, Microsoft has released some interesting new features which are now available for early access, among them one feature is customizing the timeline for the below new features. Expand the timeline records by default. Hide \u201cWhat you&#8217;ve missed.\u201d Hide status tags. Show email as Conversation or as individual messages.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2020\/09\/configure-new-timeline-features-in-dynamics-365-ce\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19,1920],"tags":[2076,1972,1922,1352,1946],"class_list":["post-24795","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm","category-microsoft-wave-2","tag-dynamics","tag-dynamics-365-crm-wave-2-release-feature","tag-microsoft-wave-2","tag-powerapps-dynamics-365-ce","tag-wave-2-release"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/24795","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=24795"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/24795\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=24795"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=24795"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=24795"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}