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Our customer wants the ability to finely control what activity events are added to the Timeline.
Specifically they would like to be able filter out activity events from an Account record Timeline that are related to activities tied to Contact records that are related to the Account record. The following is an example scenario that the customer would like to avoid in which an activity event is logged on the account record timeline.
1. User creates Account A
2. User creates Contact B that is related to Account A
3. User creates Appointment C that is related to Contact B
4. A post regarding the creation of Appointment C is added to the Timeline of Account A.
ASK;
Allow users to filter out activity events related to child records from the timeline but allow activity events that a directly related to the parent record.
Specifically they would like to be able filter out activity events from an Account record Timeline that are related to activities tied to Contact records that are related to the Account record. The following is an example scenario that the customer would like to avoid in which an activity event is logged on the account record timeline.
1. User creates Account A
2. User creates Contact B that is related to Account A
3. User creates Appointment C that is related to Contact B
4. A post regarding the creation of Appointment C is added to the Timeline of Account A.
ASK;
Allow users to filter out activity events related to child records from the timeline but allow activity events that a directly related to the parent record.
STATUS DETAILS
Needs Votes
Paramita Chatterjee (administrator) on 8/19/2020 9:06:23 AM
Thank you for your feedback. We are reviewing your idea to evaluate if aligns with our longer term roadmap.
Would like to add that with 2020 Release Wave 2, we are supporting configuration of the Timeline. You can read about it in our documentation - https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-admin
Sincerely,
Paramita Chatterjee
PM, Microsoft.