How to bookmark activities on the timeline in Dynamics 365 CRM
Microsoft has introduced a new feature called Bookmarks in Dynamics 365 in the 2023 Release Wave 2. Bookmarks allow users to easily and quickly set and swap between different groups of filters. Users can set a particular set of filters as a Bookmark, making it easier to access and swap between different sets of activities. The maximum limit for Bookmarks is 15 in the timeline. This feature replaces the "Remember My filters" option. The article provides step-by-step guidance on how to use Bookmarks in the timeline. Bookmarks can be renamed, updated, and deleted, and there is an option to reset to default. Overall, Bookmarks make it convenient for users to remember filters and provide quick access to frequently used activities.
Article 17m
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