27 March 2020

Coming to a Customer Service Hub near you - Timeline Updates

Dropped in Dynamics 365 CRM

Kelly
Pondered by Kelly

In 2019, each wave of releases for the Dynamics 365 platform brought with it changes to the timeline and it looks like 2020 isn’t going to be any different. This is most likely because of any single form element in Dynamics 365, the timeline is most used and arguably the most important as it contains all our interactions with our customers.

Two main changes are coming to us in April

The first is Keyword Search. You no longer have to engage the filters to be able to perform a Keyword Search through the notes, emails or any other activity in the timeline.

This will probably be welcome news to a lot of End Users out there as one of the questions we most frequently get asked is about searching through the timeline records.

The second new feature is the introduction of ‘Rich Text’ notes. You can now add some formatting to your notes, which allow you to give emphasis where needed using Italics or Bold. You can also choose from a range of fonts and colours if needed.

Whilst this formatting is simple, it is a big improvement over the current note entity which can be very flat compared to what we are used to seeing in other aspects of our working lives.

There also some small cosmetic changes, one of which makes it easier to see which activities are open and which are completed. 

It is nice to see that this tool is still constantly improving and evolving throughout this next round of feature updates as it is such an integral part of most systems.

You can check out the rest of this series of blogs, where we have reviewed some of the new features that you can expect to see rolled out to your Dynamics environment in April, this includes Knowledge Base Searching and Email Enhancements

Enhanced on 25 Mar 2020

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