Configuration enhancements for timeline in the new form designer
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Customer Service. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Admins, makers, marketers, or analysts, automatically | - | - | 
Apr 5, 2021 |
Business value
The timeline configuration experience enables the timeline to show a customer’s history across cases, accounts, or contacts. This experience gives administrators the ability to configure the information displayed in each timeline to help agents have the best understanding of the customer’s history so they can deliver more personalized service.
Feature details
Administrators need configuration options to enable maximum agent productivity and minimize distractions. In this release, the enhancements to the timeline configuration include the ability to:
- Select default filters to apply on the timeline.
- Remove unnecessary filters.
- Visually configure fields and labels on each record type.
Each instance of the timeline control can be configured independently.