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How to manage the timeline in Dynamics CRM – Bookmarking your search

Summary

Managing your Timeline in Dynamics CRM can help reduce the amount of time spent trying to find what you need.

With our ‘Managing your Timeline in Dynamics CRM’ blogs, we hope to take away that wasted time!

Our first blog showed you how to pin items to the top of your Timeline (spending less time searching for specific items that you look at regularly)!.

This second blog is useful if you find that you search a specific list every time. Why not Bookmark your search to make accessing these searches more accessible?

How to search on the timeline

Clicking on the funnel will open up a range of search options – type, status, date, etc.

After search options have been selected the system will apply this search for you.

How to bookmark on the timeline

After applying your filter, click on the Bookmark icon. This will allow you to save your search criteria under a named bookmark.

You can have several Bookmarks which will be available to use on all timelines on all records.

Bookmark on Microsoft Dynamics CRM timeline

Additional information

Here is a link to a Microsoft Learn page with more useful information and Timeline tips.

If you have found this useful, our previous blog shows you how to pin items that you regularly search for, to the top of your Timeline.

Further Information

If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk

Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is a comprehensive customer relationship management software, used by small medium & enterprise sized businesses, to give you and your team the power to drive sales growth.

Connect your sales, marketing, and service teams with Microsoft Dynamics 365 CRM – breaking down any data silos.

Dynamics 365 CRM offers a choice of role-based CRM modules: sales, marketing, customer service & field service – simply choose which modules are needed for your business.

This progressive technology helps you to:

  • Generate insights
  • Analyse performance
  • Attract new customers
  • Retain existing customers

Speak to a member of the GCC team and find out more about Dynamics 365 CRM and Customer Engagement.