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#activities

#flow

#model-drivenapp

#sortdate

#timelinecontrol

Dynamics 365 Sales

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Mar 15, 2023

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Text

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AI Summary

  • The Timeline Control is a customizable control for displaying activities on a model-driven app form.
  • By default, activities on the timeline control are sorted by the Date Last Updated column, which can be messy.
  • Reassigning ownership of a record can result in all activities getting updated with the current date.
  • The list of columns that can be used for sorting activities in the timeline control is from the Activity Pointer table.
  • It is difficult to choose an alternate column for sorting as custom activity columns are not available on the activity pointer table.
  • The Sort Date column can be used to completely control the timeline sort order, but it needs to be populated using Power Automate or Plugins.
  • Creating a Flow for the activity pointer table to update the Sort Date column is not allowed, so a separate flow needs to be created for each activity type.
  • By setting the sort date, activities that need attention can be pushed to the top of the timeline.

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