Legal User Guide for Microsoft Dynamics 365

Timeline

The Timeline is a central activity feed that shows all interactions and updates related to a record.

It includes:

• Notes

• Emails

• Phone calls

• Appointments

• Tasks

• System updates

It provides a complete history of communication and actions.

Where the Timeline Is Used

The Timeline appears in key records such as:

• Matters

• Potential New Clients

• Pitches

• Organisations

• People

This ensures all communication is visible in one place.

Why the Timeline Is Important

The Timeline:

• Provides a single source of truth for interactions

• Helps users quickly understand the history of a case or client

• Supports collaboration across teams

• Maintains audit and compliance records

Using the Timeline

To access the Timeline:

1. Open any record (e.g., Matter).

2. Scroll to the Timeline section.

Adding Activities

To add Activities from Timeline, users can:

• Add a Note.

• Create:

  • Task
  • Email
  • Phone Call
  • Appointment

Follow these steps:

1. Click the + button on the top right side of the Timeline.

2. Select the activity (e.g., Email, Task, Note).

3. Enter details.

4. Click Save.

Viewing and Filtering Timeline

Users can:

• Scroll through all activities.

• Expand/collapse items.

• Filter by activity type.

• Search within the Timeline.