You have added the timeline control to the Pet main form, then saved and published your changes. You need to configure the timeline to display…

The timeline control in Dynamics 365 allows users to view and interact with activities, notes, and

posts associated with a record. To meet Terra Flora’s requirements for displaying specific activities,

you need to customize the timeline to show only certain activity types.

Removing All Other Activity Types Except Task, Email, and Phone Call (Option B):

According to Terra Flora's requirements, only Tasks, Emails, and Phone Calls should appear in the

timeline for Pet records. Therefore, removing all other activity types ensures that only the relevant

activities are shown. This customization is achieved in the timeline settings by unchecking

unnecessary activity types.

Unchecking the Posts Option (Option C):

Since Terra Flora specified that posts should not appear on the timeline, you should uncheck the

Posts option under the Record types settings in the timeline configuration. This action removes posts

from the view, aligning with Terra Flora’s requirement to exclude posts from the Pet records timeline.

Other Options

Unchecking Notes (Option A) would prevent users from adding or viewing notes, which Terra Flora

requires.

Unchecking the Activities Option (Option D) would disable all activities on the timeline, which does

not meet Terra Flora’s needs as they require Task, Email, and Phone Call activities.

Option E deals with the display format of notes but does not restrict their visibility, which does not

align with the requirement to exclude posts specifically.

Reference from Microsoft Documentation:

For configuring and customizing the timeline control, refer to Customize a timeline control in

Dynamics 365 documentation for detailed steps on modifying timeline settings and activity visibility.