WebAug 30, 2024 · I think the activity timeline in Dynamics 365 gets overlooked–it’s a pretty busy area of the screen with the potential for “information overload”. At some point, however, Microsoft added an option to filter the items displayed in the timeline. I’ve found it to be intuitive and easy to use. Keep reading to learn more. WebApr 11, 2024 · From the Settings area, in Customer engagement, click on UTM tracking. Click to view in detail. You can only have one active UTM Tracking Options record so create a new one and give it a name. The UTM Source can be changed. Maybe instead of Dynamics 365 Marketing you just want to abbreviate it to D365 Marketing.
{Dynamics 365} Refresh Timeline using Javascript
WebJul 9, 2024 · The Timeline metadata displays various activity times, in addition to Portal Comments. Notes must contain ** to be displayed on the Portal. Portal Comments must be marked as completed/resolved to display on the Portal. In Dynamics/Power Apps, the description of a note is HTML/Rich Text, whereas the description of a Portal Comment is … WebJun 28, 2024 · Clicking on the plus button from the top of the timeline gives the ability to add a variety of activity types, and also add Notes and even Posts. Click to view in detail Before we jump in to the marketing interactions, let’s look at the control and ways we can make it even more useful for users of D365. myrish antonio
Claire-Louise Bristow - Owner, Director & Consultant - D365 Life ...
WebApr 27, 2024 · Click on “Productivity tools” tab under “ General Settings “. Click on “Manage” link placed in front of “ Enhanced email for timeline ” option. Click on the switch button and change it to “Yes”, and then click on “Save”. Now, the Enhanced email for timeline is enabled. Let us see how we can use this feature. WebOne of the best out-of-the-box productivity accelerator features of D365 is Activity Timeline. It provides great visibility into activities like notes… WebJun 16, 2024 · On July 8, 2024, we plan to publish the release plans for the 2024 release wave 2 with the initial list of features for Dynamics 365 and Power Platform that will be … the son new movie