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Show activities with Dynamics 365 timelines

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If you use Dynamics 365 Customer Insights - Data and other Dynamics 365 apps such as Dynamics 365 Sales, Customer Insights - Journeys, or Customer Service, you can integrate activities so that they display on Dynamics 365 activity timelines.

Once enabled by a Dynamics 365 administrator, sellers and representatives can view activities such as notes, posts, emails, and appointments as well as transactional and behavioral data for a customer. They can search and filter activity records within the shared timeline.

Prerequisites

  • Customer Insights - Data and your other Dynamics 365 apps operate on the same Dataverse environment.
  • The Dynamics 365 Customer Insights - Data Timeline Integration (msdyn_CustomerInsightsTimelineIntegration) solution is installed on the Power Apps environment. It's included with version 1.0.3.38 of the Dynamics 365 Customer Insights - Data Base (msdyn_CustomerInsightsAnchor) solution. To check your version, go to Power Apps and select Solutions. For more information, see Work with solutions.
  • Contact or account data is imported through a Microsoft Dataverse managed data lake. The data is then unified.
  • Customer activities are defined. These activities are stored in Dataverse in the UnifiedActivity table.

Enable the Dynamics 365 Customer Insights - Data Timeline Integration

  1. Go to Power Apps.

  2. Enable the setting Enable Customer Insights Timeline Integration (msdyn_IsTimelineIntegrationEnabled). For more information, see Adding an existing setting definition.

  3. Attach the Customer Insights - Data Timeline Connector (msdyn_CustomerInsightsTimelineConnector) to the Dynamics Timeline control on Account or Contact forms. For more information, see Configure the custom connector for the timeline control.

    Tip

    By default, the connector is automatically attached to the Dynamics Timeline control on the main Contact and main Account forms.