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 colours for different activity types which are eye-catching and users are able to differentiate activities very easily. Being a web resource, we are able to customize the behaviour and add additional fields.the activities in 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 firstname.lastname@example.org . 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@example.com.
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 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.
It is very easy to get a paid subscription for Soluzione Activity Timeline. Following are the few steps to get a paid subscription and you are ready to enjoy it. Step 1: Open Activity timeline solution (from solutions grid) and go to the configuration page of Solution. On the Configuration page click on the Activate Solution button. Step 2: Activating solution will take you to an activation form which will require you to fill credit card details etc. for billing purposes. Fill all the details in the form and click on Submit. Step 3: To verify solution, refresh the “Configuration Page”. It should now have details like subscription status, trial end date, subscription start date, license key etc.
Your subscription is automatically renewed every month end and credit card will be charged for that month’s subscription in advance.
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.