{"id":34818,"date":"2023-05-22T11:31:48","date_gmt":"2023-05-22T06:01:48","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=34818"},"modified":"2023-05-22T14:11:18","modified_gmt":"2023-05-22T08:41:18","slug":"additional-capabilities-in-timeline-view-within-microsoft-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2023\/05\/additional-capabilities-in-timeline-view-within-microsoft-dynamics-365-crm\/","title":{"rendered":"Additional Capabilities in Timeline View within Microsoft Dynamics 365 CRM"},"content":{"rendered":"<p>A few interesting features have been added to the Timeline view in the 2023 release wave 1 plan. These include Display Layout, Copy to Clipboard command, and inline images and files in the notes.<\/p>\n<p>Let\u2019s explore!<\/p>\n<h2><strong>Display Layout<\/strong><\/h2>\n<p>You can choose the timeline layout as required from two options, i.e., roomy or cozy.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34819\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/1Timeline-View-within-Dynamic-365.jpeg\" alt=\"Timeline View within Dynamic 365\" width=\"1148\" height=\"349\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/1Timeline-View-within-Dynamic-365.jpeg 1148w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/1Timeline-View-within-Dynamic-365-300x91.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/1Timeline-View-within-Dynamic-365-1024x311.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/1Timeline-View-within-Dynamic-365-768x233.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/1Timeline-View-within-Dynamic-365-660x201.jpeg 660w\" sizes=\"(max-width: 1148px) 100vw, 1148px\" \/><\/p>\n<p>When you select <strong>Roomy<\/strong>, the timeline view shall appear as follows:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34823\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/2Timeline-View-within-Dynamic-365.jpeg\" alt=\"Timeline View within Dynamic 365\" width=\"1183\" height=\"579\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/2Timeline-View-within-Dynamic-365.jpeg 1183w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/2Timeline-View-within-Dynamic-365-300x147.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/2Timeline-View-within-Dynamic-365-1024x501.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/2Timeline-View-within-Dynamic-365-768x376.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/2Timeline-View-within-Dynamic-365-660x323.jpeg 660w\" sizes=\"(max-width: 1183px) 100vw, 1183px\" \/><\/p>\n<p>And when you select <strong>Cozy<\/strong>, the timeline view be displayed like below:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34822\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/3Timeline-View-within-Dynamic-365.jpeg\" alt=\"Timeline View within Dynamic 365\" width=\"1205\" height=\"553\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/3Timeline-View-within-Dynamic-365.jpeg 1205w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/3Timeline-View-within-Dynamic-365-300x138.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/3Timeline-View-within-Dynamic-365-1024x470.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/3Timeline-View-within-Dynamic-365-768x352.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/3Timeline-View-within-Dynamic-365-660x303.jpeg 660w\" sizes=\"(max-width: 1205px) 100vw, 1205px\" \/><\/p>\n<p>When selecting <strong>Cozy<\/strong>, you will not be able to see the commands unless you hover over the respective activity record or click on the \u201cDropdown\u201d seen on the right side of the record.<\/p>\n<p><a href=\"https:\/\/bit.ly\/41qgZPf\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone size-full wp-image-34825\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/Map-My-Relationship-1.gif\" alt=\"Map My Relationship\" width=\"800\" height=\"200\" \/><\/a><\/p>\n<h2><strong>Copy to Clipboard command<\/strong><\/h2>\n<p>It is possible to copy a description of the note using the copy-to-clipboard command, as seen below:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34821\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/4Timeline-View-within-Dynamic-365.jpeg\" alt=\"Timeline View within Dynamic 365\" width=\"1125\" height=\"437\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/4Timeline-View-within-Dynamic-365.jpeg 1125w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/4Timeline-View-within-Dynamic-365-300x117.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/4Timeline-View-within-Dynamic-365-1024x398.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/4Timeline-View-within-Dynamic-365-768x298.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/4Timeline-View-within-Dynamic-365-660x256.jpeg 660w\" sizes=\"(max-width: 1125px) 100vw, 1125px\" \/><\/p>\n<h2><strong>Inline Images and Files in the Notes<\/strong><\/h2>\n<p>It is now faster to add images or files to notes and copy and paste images from the internet and other applications directly into the note description without saving the image first. Also, you can add files to the notes, which will automatically be added as attachments.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34820\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/5Timeline-View-within-Dynamic-365.jpeg\" alt=\"Timeline View within Dynamic 365\" width=\"1133\" height=\"525\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/5Timeline-View-within-Dynamic-365.jpeg 1133w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/5Timeline-View-within-Dynamic-365-300x139.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/5Timeline-View-within-Dynamic-365-1024x474.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/5Timeline-View-within-Dynamic-365-768x356.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/05\/5Timeline-View-within-Dynamic-365-660x306.jpeg 660w\" sizes=\"(max-width: 1133px) 100vw, 1133px\" \/><\/p>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p>Newly added capabilities will save users\u2019 time by making it easier to copy descriptions, seamlessly capture images and files into notes, and view content.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A few interesting features have been added to the Timeline view in the 2023 release wave 1 plan. These include Display Layout, Copy to Clipboard command, and inline images and files in the notes. Let\u2019s explore! Display Layout You can choose the timeline layout as required from two options, i.e., roomy or cozy. When you\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2023\/05\/additional-capabilities-in-timeline-view-within-microsoft-dynamics-365-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":11,"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":[16,18,38],"tags":[2700],"class_list":["post-34818","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-microsoft-powerapps","tag-timeline-view-within-microsoft-dynamics-365-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/34818","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\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=34818"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/34818\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=34818"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=34818"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=34818"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}