Rich text notes and keyword search in the timeline

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview Early access General availability
End users, automatically - This feature is released. Feb 3, 2020 Apr 2020

Business value

The timeline control provides an easy and immersive experience to view a customer’s history across cases, accounts, or contacts. This experience gives agents a better understanding of the customer’s history, which helps them deliver more personalized service in an efficient and effective manner.

Feature details

Enhancements to the Dynamics 365 timeline control include:

  • Create rich text notes that provide detail about the case and enable formatting for emphasis and readability.
  • Perform keyword search filter to quickly display matching records.
  • Identify closed or completed activities visually.
  • Show only User or System records with the additional filter.

See also

Timeline (docs)