Make Your Activities & Notes - Intuitive and Interactive
Activities and Notes play a vital part in managing customer relationships with Dynamics CRM. The Soluzione Activity Timeline Add-On for Dynamics 365 CRM provides you a smart and interactive timeline-based view for any Dynamics CRM entity.
It provides entire interaction and communication history in a fashion which makes timeline data insightful and fun to work with. CRM stands for Customer Relationship Management, just like that Activity Timeline for Dynamics CRM helps you view all communications as well as interactions done with customers in a singular and interactive view.
The New Activity Timeline Add-On helps you nurture Leads by allowing Dynamics CRM users to add additional information. You can create notes, add date-specific tasks, send new emails, phone calls, and book appointments from within the lead.
In addition, for the ease of Dynamics CRM users, the add-on Activity Timeline now comes loaded with a search filter. Using this feature you can search any specific activity by text.
Best Features of the New Activity Timeline for D365 CE
Activity timeline provides a single integrated timeline view to view activities and notes in a single pane. Timeline is insightful and visually appealing with icons and colors to encourage users to engage & contribute more.
Timeline view provides smart actions to quickly interact with the activity. The most important action is that it provides end-users the capability to search within activities and even filter only one type of activity.
The current Dynamics CRM standard activity timeline cannot be customized. Interactive Timeline Add-on from Soluzione is a custom solution that overcomes this limitation. You can reach out to us for any customization such as adding and additional field or so on.
Paul Rome
The Activity Timeline for Microsoft Dynamics from Soluzione IT has significantly better user experience than the default timeline. In addition to better visual presentation and cleaner navigation, the filtering and control you are provided allow you to tune the activity timeline content specifically for your audience. A plus for us is the ability to display by the ‘real’ activity date, and not the ‘friendly’ date the default gives (today, yesterday, last week, etc.). That was a real sticking point for our sales team, and this App gives us just want they wanted. Their support is also really good. During upgrades and new versions, they’ve always been responsive and helpful in walking us through things. I give them a strong recommendation.
Technology Services Consultant- NightOwl Global LtdPaul Rome
The Activity Timeline for Microsoft Dynamics from Soluzione IT has significantly better user experience than the default timeline. In addition to better visual presentation and cleaner navigation, the filtering and control you are provided allow you to tune the activity timeline content specifically for your audience. A plus for us is the ability to display by the ‘real’ activity date, and not the ‘friendly’ date the default gives (today, yesterday, last week, etc.). That was a real sticking point for our sales team, and this App gives us just want they wanted. Their support is also really good. During upgrades and new versions, they’ve always been responsive and helpful in walking us through things. I give them a strong recommendation.
See Activity Timeline for MS Dynamics in Action
Activity Timeline FAQ
Dynamics CRM provides an activity pane which is an amazing placeholder to display all customer interactions in one place. But it has its own limitations, many times, we want the users to view activities but while adding we want to capture few more fields, for example, adding a custom follow-up field on task or showcasing Soluzione’s activity timeline is a vertical timeline view which enables you to see activities and notes in a single pane.
We have provided different colors for different activity types which are eye-catching and users are able to differentiate activities very easily. Being a web resource, we can customize the behavior and add additional fields. The activities in a more interactive manner.
There are several unique features provided by Soluzione Activity Timeline:
Single contextual view: In the default activity tabs, we are unable to view activities and notes in a single pane. There are different tabs for viewing the same and does not give the complete timeline context. Visually appealing and Interactive: You will have to agree that default activity timeline is a bit mundane and CRM is all about engaging. So, we wanted to attract and encourage users to engage & contribute to a more visually appealing view.
Customizable: Above all, the most important feature is that we can be able to customize the way it behaves, the form it opens, etc. We have had so many customer requests.
The activity timeline solution trial can be obtained from Microsoft AppSource or you can contact us for the same at [email protected] . The solution can only be installed by Microsoft Dynamics CRM administrators or by users with administrative privileges for Microsoft Dynamics CRM.
The solution works with Dynamics CRM Online (version 8.2 or above). If you need to install the same on an on-premise instance or any other version, please contact us at[email protected].
Once the Activity Timeline solution is installed in your Dynamics CRM environment, activating trial is a very easy task, it includes just a few steps.
Step 1: Open on Activity timeline solution (from solutions grid) and go to the configuration page of Solution.
On the Configuration page click on the Activate Trial button.
Step 2: When you click on Activate trial, the Customer Registration form will open which will require all your organizational and CRM details.
Fill all the details in the form and click on Submit.
Step 3: To verify trial activation, refresh the “Configuration Page”. It should now have details like trial end date, license key etc.
CRM Organization Id uniquely identifies your CRM instance. Normally the CRM organization id will be automatically detected and pre-filled. E.g. it will look like “F9168C5E-CEB2-4faa-B6BF-329BF39FA1E4”. You can also locate this manually in your CRM instance by navigating to Settings->Customizations – > Developer Resource. ID will be the unique organization identifier.
Figure: Navigate to Developer Resources
Figure: Locate Organization ID
You can relish free a trial of Soluzione Activity timeline for one month from the date of activating the trial.
You can subscribe Soluzione Activity Timeline for free and can enjoy it for one month.
Trial edition provides all the features of Soluzione activity timeline and allows you to explore its complete functionality.
You can contact us for the same at [email protected]
Configuring activity timeline is extremely simple and straight forward. Go to the form where you want to place the activity timeline. Open the form editor and insert the web-resource. Select the web resource “solz_activitytimeline.html”. Normally give it around 18-20 rows of space in the Formatting section. Save and publish the form. Remember you might need system customizer privileges.
Figure: Insert Web Resource
Figure: Activity Timeline web resource inserted in form editor.
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