Rich text notes and keyword search in the timeline

Enabled for Public preview Early access General availability
End users, automatically - This feature is released. Feb 3, 2020 This feature is released. Apr 1, 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)