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{How to} Timeline Highlights help users quickly access actionable record updates on Dynamics 365 Customer Service

{How to} Timeline Highlights help users quickly access actionable record updates on Dynamics 365 Customer Service

In this post, the author shares tips on how to use timeline highlights feature to provide quick access to actionable record updates on Dynamics 365 Customer Service. Timeline highlights offer a concise view of significant record updates, displaying key events such as status changes, notes, emails, and appointments related to the record.

This feature is designed to increase efficiency by presenting essential updates at a glance, each highlight is accompanied by visual indicators that make it easy to identify critical updates. Additionally, users can click on the highlight to dive deeper into the associated details, making it easy to access relevant information without sifting through lengthy records.

By following these guidelines, you can make the most out of Timeline highlights and efficiently interact with Dynamics 365 Customer Service dashboard.

So, if you're a Dynamics 365 user, this tutorial is a must-read for understanding how to use these highlights to improve the customer service experience for your organization.

Author: Malla Reddy Gurram (@UK365GUY)
Blog title: How to Timeline Highlights help users quickly access actionable record updates on Dynamics 365 Customer Service
Link: https://mscrmgmr.blogspot.com/2024/05/how-to-timeline-highlights-help-users.html

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