We are pleased to announce that our second release of the very well received Timeline for Microsoft Dynamics CRM (MS CRM) is now available.

The new release has the following updates:

  • Support for more entities; we now cover:
    • Appointment
    • Campaign Response
    • Case
    • E-mail
    • Fax
    • Letter
    • Opportunity
    • Order
    • Phone Call
    • Service Activity
    • Task
  • Updated the queries that collect the timeline data:
    • Account Timeline records retrieved:
      • Where the Account is set regarding
      • Where the Account is set as the customer
      • Where the Account is a participant in an activity party
      • Where any of the Account’s Contacts are a participant in an activity party
    • Contact Timeline records retrieved:
      • Where the Contact is set regarding
      • Where the Contact is set as the customer
      • Where the Contact is a participant in an activity party
    • Opportunity Timeline records retrieved:
      • Where the Opportunity is set regarding
  • Added support for positioning the timeline navigation at the top

This release is still available as a free managed solution download.

Commercial Version

We are planning a paid for version with the following functionality:

  • Filter which records are displayed on the timeline (both at the configuration level and via the user interface from the timeline itself)
  • Display custom entities in the timeline
  • Display timeline on additional entities, include custom entities

Pricing has yet to be set, but please get in touch to register your interest.