Rich text notes and keyword search in the timeline
|Enabled for||Public preview||Early access||General availability|
|End users, automatically||-||Feb 3, 2020||Apr 1, 2020|
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.
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.