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Opportunity & Project Interaction Timeline Extension for Dynamics 365 Business Central

This extension enhances the Opportunities and Projects modules in Microsoft Dynamics 365 Business Central by introducing a unified, scrollable timeline view for tracking interactions. It allows users to attach emails, notes, and updates in a streamlined and intuitive interface, helping teams maintain context and improve collaboration.

Key Features

• Unified Interaction Timeline:
  View all related communications, notes, and updates for opportunities or projects in one continuous, chronological timeline.

• Email & Note Attachment:
  Quickly attach incoming/outgoing emails or internal notes to any opportunity or project with minimal clicks.

• User-Friendly Interface:
  Scrollable, clean UI that presents all history at a glance — no need to open multiple cards or documents.

• Context-Rich Collaboration:
  Keep track of all relevant background, decisions, and next steps in one place, ensuring team alignment and continuity.

Benefits

• Never lose context on key project or sales discussions

• Improve team coordination with centralized historical views

• Reduce admin time with simplified note/email logging

• Enhance transparency and accountability in project/opportunity handling

Supported Editions: Essentials and Premium
Supported Country: Hungary
Language: Hungarian