WE COMBINE TECHNOLOGY AND USER EXPERIENCE ON DYNAMICS 365 CE
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.

Activity Timeline for Microsoft Dynamics CRM is available on Microsoft AppSource.

Best Features of the New Activity Timeline for D365 CE

Single contextual view

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.

In-Activity Search

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.

Customizable

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 Ltd
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