Activity Timeline for Microsoft Dynamics 365 | Webinar Recording & Live Demo

Описание: As your CRM data grows, tracking customer interactions in Microsoft Dynamics 365 can quickly become cluttered and time-consuming. Emails, calls, tasks, and notes exist — but finding the right context at the right time becomes a challenge.

In this recorded webinar and live demo, we walk through an enhanced Activity Timeline for Microsoft Dynamics 365 & Power Platform, designed to give users a clean, chronological, and actionable view of all CRM activities.

What you’ll see in this session:

• Common limitations of the out-of-the-box Dynamics 365 Activity Timeline

• Why large CRM datasets impact usability and productivity

• A clean, decluttered timeline with color-coded activities and custom icons

• Month-wise grouping and easy-to-read date formats

• Advanced filtering for faster access to key interactions

• Managing activities directly from the timeline (view, complete, update)

• Live demo inside a real Dynamics 365 environment

• How this solution works across entities and user roles

This session is ideal for Dynamics 365 users, CRM administrators, sales teams, and service teams looking to improve visibility, follow-ups, and daily CRM productivity.

The recording includes a practical walkthrough and configuration overview, focused on real-world usage rather than theory.

#dynamics365 #microsoftdynamics #powerplatform #CRMProductivity #businessautomation #customerexperience #soluzione