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TIMELINE on Accounts & Contacts

  • 1.  TIMELINE on Accounts & Contacts

    Posted Aug 21, 2019 06:18 PM
    Is it possible to Collapse/Expand the items in the Timeline on the Account and Contacts forms?  I made the Summary tab be 2 columns instead of 3, but that didn't help.  I have an implementation partner coming on board next week and can ask them, so if it is possible then I will create a requirement for them to implement.

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    Tina Silver
    Senior Business Systems Analyst
    SR Smith, LLC
    Canby OR
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  • 2.  RE: TIMELINE on Accounts & Contacts

    TOP CONTRIBUTOR
    Posted Aug 22, 2019 08:27 AM
    Hi @Tina Silver, you can expand/collapse individual activities by clicking in the body of the activity.

    By default the full body of the text is collapsed, clicking in the body of the activity will expand the full conversation.

    Is your requirement to expand/collapse all activities in one go?  If so, could you explain the reasoning behind this as it may help with any potential solutions that others might suggest.

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    Mark Aston
    Data Analyst
    Ordnance Survey
    Southampton, UK
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  • 3.  RE: TIMELINE on Accounts & Contacts

    TOP CONTRIBUTOR
    Posted Aug 22, 2019 08:45 AM
    @Tina Silver - Something to note is that the October 2019 update will have enhancements to the Timeline. There is reference to Timeline density enhancements.

    https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-customer-service/timeline-usability-enhancements ​

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    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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  • 4.  RE: TIMELINE on Accounts & Contacts

    GOLD CONTRIBUTOR
    Posted Aug 22, 2019 09:42 AM
    Try moving it to a tab instead of the OOB right corner of the page. Then collapse the tab.

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    Jill Vari
    Dynamics 365 CRM Admin/Developer
    Servicelink
    Moon Township PA
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  • 5.  RE: TIMELINE on Accounts & Contacts

    Posted Aug 22, 2019 11:53 AM
    I would like the items I outlined in red to roll up.  The 2nd one highlighted does have the upward arrow, but all it does is bold the text for my name and the Account.  We are a manufacturer and deal with Distribution and Direct Re-sellers, so our list of items could get long.  Not having all the extra info would be optimal.   I don't see anything about the timeline density changes in the Oct highlights link that Aaron provided. (I went to https://www.acemicrotech.com and to their Blog tab to find the 2019 Highlights, but nothing in that)



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    Tina Silver
    Senior Business Systems Analyst
    SR Smith, LLC
    Canby OR
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    Conference-CRMUG_200x200


  • 6.  RE: TIMELINE on Accounts & Contacts

    GOLD CONTRIBUTOR
    Posted Aug 22, 2019 02:30 PM
    There's a short video by Microsoft here: showing the timeline enhancements in the second wave release.

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    Allison Briden
    Business Systems Analyst
    Energy Trust of Oregon
    Portland OR
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    Conference-CRMUG_200x200


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