O'Reilly logo

Mastering Microsoft Dynamics CRM 2016 by Deepesh Somani

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

The TIMELINE tab

The TIMELINE tab provides information related to the chronological order in which the related activities are created for an account.

The following are some of the features of the TIMELINE section:

  • Searching activities: The service representative can click the search button to search the activities regarding the account:
  • Filtering activities by date or type: The service representative can also filter the activities by date or type, such as Note, Activity, or Auto Post. The following is the screenshot for the same:

Once the ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required