Sunday, 26 January 2020

Company News Timeline in Dynamics 365 Customer Engagement

Hi Everyone,

Today I was working on some POC and I had a requirement where I have to take some information from Opportunity and open the search on the form. Somehow, I thought I heard about this requirement sometime ago and searched it. 

And yes, my memory is not bad. There is a feature called Company News Timeline release with Dynamics 2016 Update 1. Let's try to understand more on this.

Company New Times shows the latest new about the customer on CE forms. This uses Bing Search for getting all the information. Here are the steps to install the same.

  • Sign in to https://admin.microsoft.com with your Global Administrator or Dynamics 365 for Customer Engagement System Administrator credentials.
  • Click Admin > Dynamics 365 for Customer Engagement.
  • On the Manage all Dynamics 365 for Customer Engagement (online) instances page, select the instance to add the solution to.
  • Click Solutions.
Select the Company News Timeline solution, and then click Install.
  • Accept Terms and Conditions.
  • The status shows as Installation pending and give sometime for it to install.
After installing you can go to the Opportunity and you will see the new timeline on the left side of the form.
Please read Privacy notice before using it. Thanks.

Hope this helps.

--
Happy 365'ing
Gopinath

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