{"id":35299,"date":"2023-07-05T12:24:28","date_gmt":"2023-07-05T06:54:28","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=35299"},"modified":"2023-07-05T12:24:28","modified_gmt":"2023-07-05T06:54:28","slug":"ease-the-use-of-dynamics-365-timeline","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2023\/07\/ease-the-use-of-dynamics-365-timeline\/","title":{"rendered":"Ease the use of Dynamics 365 Timeline"},"content":{"rendered":"<p>In the recent 2023 release wave 1 plan, additional features have been added to the <strong>Timeline <\/strong>view under Personal Settings, such as Display layouts, Show email as, and Remember by filters.<\/p>\n<p>We have already written a <a href=\"https:\/\/www.inogic.com\/blog\/2023\/05\/additional-capabilities-in-timeline-view-within-microsoft-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener\">blog<\/a> about Display Layouts and some additional options. However, as part of this blog, we will discuss two topics: <strong>Show email as<\/strong> and <strong>Remember by filters.<\/strong><\/p>\n<p><strong>1. Show email as<\/strong><\/p>\n<p><strong>Show email as<\/strong> is already available in Timeline, but now it will also appear under <strong>Personal Settings.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35300\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/1Dynamics-365-Timeline-ink.jpeg\" alt=\"Dynamics 365 Timeline\" width=\"1435\" height=\"791\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/1Dynamics-365-Timeline-ink.jpeg 1435w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/1Dynamics-365-Timeline-ink-300x165.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/1Dynamics-365-Timeline-ink-1024x564.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/1Dynamics-365-Timeline-ink-768x423.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/1Dynamics-365-Timeline-ink-660x364.jpeg 660w\" sizes=\"(max-width: 1435px) 100vw, 1435px\" \/><\/p>\n<p><strong>You can see Email in two ways:<\/strong><\/p>\n<ul>\n<li>Conversation<\/li>\n<li>Individual messages<\/li>\n<\/ul>\n<p>If you select Conversation, you will see threaded emails which will save space and make your timeline easier to manage when there are several replies.<\/p>\n<p><strong>You can also set Conversation as the default email setting. Open Personalization Settings -&gt; Email tab -&gt; Unified Interface only -&gt; check Show email as Conversation in Timeline checkbox.<\/strong><\/p>\n<p><strong>Show email as <\/strong>is a personalized feature and it might differ from person to person.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35305\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/2Dynamics-365-Timeline.jpeg\" alt=\"Dynamics 365 Timeline\" width=\"977\" height=\"699\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/2Dynamics-365-Timeline.jpeg 977w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/2Dynamics-365-Timeline-300x215.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/2Dynamics-365-Timeline-768x549.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/2Dynamics-365-Timeline-660x472.jpeg 660w\" sizes=\"(max-width: 977px) 100vw, 977px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35304\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/3Dynamics-365-Timeline.jpeg\" alt=\"Dynamics 365 Timeline\" width=\"419\" height=\"571\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/3Dynamics-365-Timeline.jpeg 419w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/3Dynamics-365-Timeline-220x300.jpeg 220w\" sizes=\"(max-width: 419px) 100vw, 419px\" \/><\/p>\n<p>Likewise, when you select <strong>Show email as<\/strong> Individual, then it will show the activities individually.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35303\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/4Dynamics-365-Timeline.jpeg\" alt=\"Dynamics 365 Timeline\" width=\"423\" height=\"559\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/4Dynamics-365-Timeline.jpeg 423w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/4Dynamics-365-Timeline-227x300.jpeg 227w\" sizes=\"(max-width: 423px) 100vw, 423px\" \/><\/p>\n<p><strong>2. Remember by filters<\/strong><\/p>\n<p>With the <strong>Remember by filters<\/strong> command, you can apply filters to a timeline and set them as defaults. Click on the funnel icon and apply the filters.<\/p>\n<p>In the example below, if one of the users wants to view only emails with draft status reasons, he or she can select Email as the Activity Type and Draft as the Activity Status Reason, and click on <strong>Remember my filters<\/strong> to save that filter criteria.<\/p>\n<p>This filter will not be removed even after you close or refresh a record.<\/p>\n<p><strong>Note: To access Remember by filters command the user must have System Administrator or Basic Users roles. If the user doesn\u2019t have either of these roles, then the user must have create\/read\/write privilege to msdyn_customcontrolextendedsettings entity for this command to be used.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35302\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/5Dynamics-365-Timeline.jpeg\" alt=\"Dynamics 365 Timeline\" width=\"617\" height=\"591\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/5Dynamics-365-Timeline.jpeg 617w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/5Dynamics-365-Timeline-300x287.jpeg 300w\" sizes=\"(max-width: 617px) 100vw, 617px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35301\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/6Dynamics-365-Timeline.jpeg\" alt=\"Dynamics 365 Timeline\" width=\"601\" height=\"593\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/6Dynamics-365-Timeline.jpeg 601w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/07\/6Dynamics-365-Timeline-300x296.jpeg 300w\" sizes=\"(max-width: 601px) 100vw, 601px\" \/><\/p>\n<p>Once you click on <strong>Reset to default,<\/strong> the filter gets reset and returned to its default settings. This option is only visible when you have already applied the filter.<\/p>\n<p><strong>Conclusion<\/strong><\/p>\n<p>In summary, these features will save user\u2019s time and make conversations easy as they can effortlessly find the required activities.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the recent 2023 release wave 1 plan, additional features have been added to the Timeline view under Personal Settings, such as Display layouts, Show email as, and Remember by filters. We have already written a blog about Display Layouts and some additional options. However, as part of this blog, we will discuss two topics:\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2023\/07\/ease-the-use-of-dynamics-365-timeline\/\">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],"tags":[2723],"class_list":["post-35299","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-365-v9-2","tag-dynamics-365-timeline"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/35299","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=35299"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/35299\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=35299"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=35299"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=35299"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}