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Month: May 2020

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Mobile Timeline: Activate Camera feature under timeline from Dynamics 365 for Phone Mobile App

Taking a picture from Dynamics 365 mobile app and attaching it on the timeline at the same time is now possible.

We will just have to enable few setting from mobile app. Here are the step to follow:

Login to the mobile app using admin credential and go to Setting –> Mobile Setting

Navigating for enabling camera under timeline via Mobile Settings option

Below screen would appear after clicking on Mobile Setting. Enable Allow Access under Camera. If we want to save the picture taken from the phone into the phone gallery then, we also need to enable Save Photo to Library option. Hit the OK button.

Enabled the Camera feature from timeline

Now. let navigate to Opportunity. I have opened a record under opportunity.

  • Open an opportunity record
  • Select Timeline option
Navigating to an opportunity record, select Timeline option.
  • Hit the Camera icon
  • Hit the check icon for attaching the snap on timelime
Click on the camera icon, take picture. This will attach the capture image on timeline.
  • Add Title and Note for detail info. Hit Add note button.
  • Activity got captured under timeline.

Now, we see that the note has got saved under timeline of “Adobe Opportunity” record .

Thanks for reading the blog.

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