Timeline v2

The Timeline for Microsoft Dynamics from xRM Consultancy provides a stunning visual representation of the interactions related to Accounts, Contacts, Opportunities and any other entity in your CRM database.

Timeline v2 CRM 2013

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Read our blog post explaining the great new features in Version 2

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The Timeline Solution is available as a free download and can be configured within minutes. A paid for version let’s you configure entities, the data returned and the information displayed in the detail pane and also removes randomly placed “evaluation version” entries on the timeline.

What does the timeline do?

The Timeline presents the future and historical activities for entities such as Account, Contact or Opportunity (free version) or any other entity and Dashboards (paid version) in a visually pleasing way. It is very intuitive to use and even supports mobile devices (really this means tablets only as on phone displays everything is a bit cramped!).

The default and pre-configured entities displayed in the timeline:

  • Appointment
  • Campaign Response
  • Case
  • E-mail
  • Fax
  • Letter
  • Opportunity
  • Order
  • Phone Call
  • Service Activity
  • Task

We welcome your feedback.

Browser Support

All browsers supported by Microsoft Dynamics 365/CRM 2013/2015/2016 Online are supported by the Timeline (If you run into problems with IE8 or IE9 and get an error message saying IE7 is not supported, it may be because you are running the browser in IE7 compatibility mode. Here are directions on how to change the compatibility mode).

Download

Please enter your name and email address to download the solution file:

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Select which version you require:

Timeline Managed Solution for CRM 2011
Timeline for Microsoft Dynamics 365 and CRM 2013/2015/2016

Purchase
Pricing is based on the number of active users (including administration and read-only users) in your CRM organisation. Please select from the options below and enter your CRM organisation unique name. VAT will be applied to UK purchases and EU purchases where a valid VAT registration number is not supplied.


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Installation
Licensing
This managed solution can be downloaded free of charge but may include paid options. By downloading and installing on your CRM you agree to the following copyright and disclaimer notices: COPYRIGHT:   All solutions and source code © Copyright xRM Consultancy Limited unless otherwise stated or provided by a 3rd party. DISCLAIMER:   xRM Consultancy provide the software above “as is," and you use the software at your own risk. xRM Consultancy make no warranties as to performance, merchantability, fitness for a particular purpose, or any other warranties whether expressed or implied. No oral or written communication from or information provided by xRM Consultancy shall create a warranty. Under no circumstances shall the xRM Consultancy be liable for direct, indirect, special, incidental, or consequential damages resulting from the use, misuse, or inability to use this software, even if the xRM Consultancy has been advised of the possibility of such damages. This disclaimer applies to all software that has been produced by xRM Consultancy that is freely available on this website.

Support/Custom Development

If you have any questions about this product or would like us to extend the functionality for your specific needs please get in touch.